HDFC Arbitrage Fund vs Invesco India Arbitrage Fund compare

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HDFC Arbitrage Fund - Wholesale Growth Option

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Invesco India Arbitrage Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Fund	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Low Risk
Asset Size (Cr)	₹17654 Cr	₹18674 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 Oct 2007	30 Apr 2007
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	266.28%	2126%
Expense Ratio	0.97	1.06
Manager	Anil Bamboli	Deepak Gupta
ISIN Code	INF179K01343	INF205K01122
Exits Load	HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 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

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
1 Month	0.58%	0.62%
6 Month	3.51%	3.51%
1 Year	7.45%	7.4%
3 Year	6.46%	6.74%
5 Year	5.29%	5.59%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
6 Month	-	-
1 Year	7.13%	7.16%
3 Year	7.15%	7.26%
5 Year	6.19%	6.4%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
1 Year	6.6%	6.42%
3 Year	6.41%	6.08%
5 Year	6.66%	6.85%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Standard Deviation	0.69%	0.66%
Sharp	-1.29%	-0.86%
Beta	0.87%	0.79%
Alpha	-0.33%	-0.03%

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Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Name	Anil Bamboli	Deepak Gupta
Total AUM	₹135442 Cr	₹12015 Cr
Fund Manage	12	2
	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Others	4.79	29.06
Large Cap	46.05	51.72
Mid Cap	9.03	14.46
Small Cap	2.21	4.76

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Others	3.02	29.06
Energy	12.3	-
Technology	0.61	-
Materials	2.45	-
Consumer Staples	3.7	-
Construction	2.99	0.4
Metals & Mining	6.73	-
Financial	20.22	-
Automobile	0.59	-
Healthcare	3.07	-
Services	2.46	-
Chemicals	1.34	-
Capital Goods	1.52	-
Communication	0.83	-
Consumer Discretionary	0.08	-
Diversified	0.17	-
Petroleum Products	-	7.79
Electrical Equipment	-	1.48
Industrial Products	-	0.83
IT - Software	-	5.92
Pharmaceuticals & Biotechnology	-	1.88
IT - Services	-	0.01
Cement & Cement Products	-	0.93
Personal Products	-	0.87
Finance	-	5.81
Capital Markets	-	0.87
Banks	-	10.06
Diversified FMCG	-	0.94
Non - Ferrous Metals	-	0.83
Agricultural, Commercial & Construction Vehicles	-	0.02
Chemicals & Petrochemicals	-	1.49
Leisure Services	-	0.22
Automobiles	-	7.58
Aerospace & Defense	-	2.26
Ferrous Metals	-	1.51
Fertilizers & Agrochemicals	-	0.7
Transport Services	-	1.15
Telecom - Services	-	2.16
Insurance	-	0.15
Gas	-	0.77
Consumer Durables	-	1.15
Entertainment	-	0.24
Agricultural Food & other Products	-	0.46
Diversified Metals	-	0.1
Oil	-	1.2
Food Products	-	0.34
Power	-	2.9
Realty	-	0.8
Auto Components	-	1.1
Healthcare Services	-	0.31
Metals & Minerals Trading	-	2.61
Minerals & Mining	-	0.77
Retailing	-	0.92
Transport Infrastructure	-	1.22
Textiles & Apparels	-	0.03
Beverages	-	0.16