Bajaj Finserv Arbitrage Fund Regular vs Invesco India Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹929 Cr | ₹23900 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 15 Sep 2023 | 30 Apr 2007 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
Turn Over | % | 2126% |
Expense Ratio | 0.95 | 1.06 |
Manager | Siddharth Chaudhary | Deepak Gupta |
ISIN Code | INF0QA701490 | INF205K01122 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Month | 0.41% | 0.47% |
6 Month | 2.93% | 3.19% |
1 Year | 6.24% | 6.81% |
3 Year | - | 7.16% |
5 Year | - | 5.76% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.5% | 1.65% |
1 Year | 6.26% | 6.83% |
3 Year | - | 7.25% |
5 Year | - | 6.65% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 6.74% | 6.46% |
3 Year | - | 6.1% |
5 Year | - | 6.82% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | - | 0.47% |
Sharp | - | 0.72% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Deepak Gupta |
Total AUM | ₹7136 Cr | ₹12015 Cr |
Funds Managed | 8 | 2 |
Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 29.36 | 21.19 |
Large Cap | 48.46 | 46.39 |
Small Cap | 7.42 | 8.26 |
Mid Cap | 14.76 | 24.16 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 29.02 | 19.87 |
Energy | 5.58 | 4.61 |
Utilities | 2.59 | 5.15 |
Technology | 4.28 | 6.92 |
Basic Materials | 6.88 | 7.56 |
Consumer Defensive | 1.88 | 7.69 |
Industrials | 3.48 | 7.01 |
Financial Services | 35.54 | 24.35 |
Consumer Cyclical | 6.26 | 6.48 |
Healthcare | 0.85 | 6.23 |
Communication Services | 3.14 | 2.71 |
Real Estate | 0.49 | 1.44 |
Top Comparisons
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.06%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.5%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.02%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.92%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.57%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.56%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.71%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns18.22%