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) | ₹27023 Cr | ₹16053 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 | 0.61% | 0.59% |
| 6 Month | 2.89% | 2.81% |
| 1 Year | 6.51% | 6.47% |
| 3 Year | 7.21% | 7.12% |
| 5 Year | 5.9% | 5.78% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.33% |
| 1 Year | 5.97% | 5.86% |
| 3 Year | 6.88% | 6.83% |
| 5 Year | 6.59% | 6.45% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.51% | 6.25% |
| 3 Year | 6.12% | 5.99% |
| 5 Year | 6.73% | 5.42% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.38% | 0.41% |
| Sharp | 1.22% | 0.86% |
| Beta | - | 0.50% |
| Alpha | - | -0.11% |
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 | 18.41 | 24.04 |
| Large Cap | 51.93 | 46.34 |
| Mid Cap | 25.14 | 23.77 |
| Small Cap | 4.52 | 5.85 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 17.17 | 22.42 |
| Energy | 7.52 | 7.19 |
| Industrials | 6.73 | 5.32 |
| Technology | 5.66 | 4.92 |
| Basic Materials | 7.93 | 8.25 |
| Healthcare | 3.11 | 3.66 |
| Consumer Defensive | 3.76 | 4.41 |
| Financial Services | 28.11 | 27.78 |
| Consumer Cyclical | 10.83 | 6.68 |
| Real Estate | 2.64 | 1.18 |
| Utilities | 3.91 | 4.46 |
| Communication Services | 2.64 | 3.73 |
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