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HDFC Arbitrage Fund vs Invesco India Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
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 | Low |
| Asset Size (Cr) | ₹21068 Cr | ₹23900 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.52% | 0.56% |
| 6 Month | 3.24% | 3.29% |
| 1 Year | 6.83% | 6.89% |
| 3 Year | 7.04% | 7.18% |
| 5 Year | 5.63% | 5.81% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.63% | 1.67% |
| 1 Year | 6.8% | 6.91% |
| 3 Year | 7.21% | 7.26% |
| 5 Year | 6.49% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.66% | 6.49% |
| 3 Year | 6.45% | 6.11% |
| 5 Year | 6.49% | 6.77% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.35% |
| Sharp | 0.88% | 1.38% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
| Funds Managed | 12 | 2 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 24.65 | 21.19 |
| Large Cap | 60.09 | 46.39 |
| Small Cap | 2.04 | 8.26 |
| Mid Cap | 13.22 | 24.16 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 22.71 | 19.87 |
| Energy | 5.54 | 4.61 |
| Utilities | 4.47 | 5.15 |
| Industrials | 4.83 | 7.01 |
| Technology | 5.18 | 6.92 |
| Basic Materials | 9.7 | 7.56 |
| Healthcare | 5.87 | 6.23 |
| Consumer Defensive | 4.67 | 7.69 |
| Financial Services | 23.24 | 24.35 |
| Consumer Cyclical | 8.13 | 6.48 |
| Communication Services | 4.67 | 2.71 |
| Real Estate | 1.01 | 1.44 |
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