Edelweiss Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹25150 Cr | ₹15931 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Apr 2007 | 27 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 2126% | 370% |
Expense Ratio | 1.06 | 1.05 |
Manager | Deepak Gupta | Dhawal Dalal |
ISIN Code | INF205K01122 | INF754K01EF3 |
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 | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.39% | 0.37% |
6 Month | 3.16% | 3.13% |
1 Year | 6.55% | 6.55% |
3 Year | 7.19% | 7.05% |
5 Year | 5.81% | 5.7% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.39% | 1.34% |
1 Year | 6.24% | 6.15% |
3 Year | 7.02% | 6.97% |
5 Year | 6.59% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 6.49% | 6.24% |
3 Year | 6.11% | 5.95% |
5 Year | 6.77% | 5.41% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.36% | 0.42% |
Sharp | 1.28% | 0.71% |
Beta | - | 0.51% |
Alpha | - | -0.07% |
Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Name | Deepak Gupta | Dhawal Dalal |
Total AUM | ₹12015 Cr | ₹25974 Cr |
Funds Managed | 2 | 12 |
Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 27.38 | 28.65 |
Large Cap | 44.86 | 45.22 |
Small Cap | 5.34 | 5.57 |
Mid Cap | 22.41 | 20.57 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 26.15 | 26.42 |
Energy | 7.56 | 6.62 |
Utilities | 4.72 | 4.42 |
Industrials | 7.16 | 5.26 |
Technology | 6.23 | 6.32 |
Basic Materials | 6.37 | 7.71 |
Healthcare | 5.66 | 4.69 |
Consumer Defensive | 4.59 | 4.61 |
Financial Services | 22.9 | 22.98 |
Consumer Cyclical | 4.42 | 5.98 |
Real Estate | 2.05 | 1.07 |
Communication Services | 2.2 | 3.91 |
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