DSP Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27562 Cr | ₹6448 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Apr 2007 | 25 Jan 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 1209% |
| Expense Ratio | 1.06 | 0.99 |
| Manager | Deepak Gupta | Kedar Karnik |
| ISIN Code | INF205K01122 | INF740KA1DI4 |
| Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | DSP Arbitrage fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.55% | 0.5% |
| 6 Month | 2.82% | 2.69% |
| 1 Year | 6.45% | 6.2% |
| 3 Year | 7.21% | 7.01% |
| 5 Year | 5.94% | 5.6% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.35% |
| 1 Year | 5.95% | 5.66% |
| 3 Year | 6.8% | 6.58% |
| 5 Year | 6.61% | 6.3% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 6.5% | 6.08% |
| 3 Year | 6.13% | 5.02% |
| 5 Year | 6.66% | 5.09% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.37% | 0.36% |
| Sharp | 1.41% | 0.82% |
| Beta | 0.47% | - |
| Alpha | 0.52% | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Name | Deepak Gupta | Kedar Karnik |
| Total AUM | ₹12015 Cr | ₹32997 Cr |
| Funds Managed | 2 | 11 |
| Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 21.44 | 33.78 |
| Large Cap | 47.73 | 42.91 |
| Mid Cap | 24.67 | 18.33 |
| Small Cap | 6.17 | 4.97 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 20.6 | 31.89 |
| Energy | 5.08 | 4.51 |
| Industrials | 8.47 | 7.46 |
| Technology | 4.29 | 4.61 |
| Basic Materials | 7.36 | 6.58 |
| Healthcare | 4.1 | 3.76 |
| Consumer Defensive | 4.52 | 4.89 |
| Financial Services | 28.77 | 26.96 |
| Consumer Cyclical | 8.45 | 3.78 |
| Real Estate | 1.76 | 1.02 |
| Utilities | 2.9 | 2.59 |
| Communication Services | 3.7 | 1.94 |
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