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	Low
Asset Size (Cr)	₹23009 Cr	₹27151 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	0.49%	0.48%
6 Month	2.88%	2.94%
1 Year	6.29%	6.36%
3 Year	7.15%	7.22%
5 Year	5.77%	5.97%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
6 Month	1.4%	1.43%
1 Year	5.89%	5.99%
3 Year	6.79%	6.83%
5 Year	6.46%	6.61%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
1 Year	6.65%	6.5%
3 Year	6.48%	6.13%
5 Year	6.45%	6.66%

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Standard Deviation	0.39%	0.66%
Sharp	0.92%	2.74%
Beta	-	0.47%
Alpha	-	0.52%

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

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Others	23.78	20.58
Large Cap	60.53	49.26
Mid Cap	13.42	25.69
Small Cap	2.27	4.47

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	Invesco India Arbitrage Fund - Growth Option
Others	22.57	20.58
Energy	5.29	-
Industrials	6.05	-
Technology	4.16	-
Basic Materials	9.76	-
Healthcare	3.2	-
Consumer Defensive	4.75	-
Financial Services	27.03	-
Consumer Cyclical	8.87	-
Real Estate	1.4	-
Utilities	3.12	-
Communication Services	3.81	-
Petroleum Products	-	3.53
Industrial Products	-	1.92
IT - Software	-	2.98
Cement & Cement Products	-	0.84
Pharmaceuticals & Biotechnology	-	3.72
Personal Products	-	0.16
Construction	-	1.06
Ferrous Metals	-	1.67
Finance	-	6.45
Consumer Durables	-	2.99
Capital Markets	-	2.34
Healthcare Services	-	0.4
Banks	-	18.9
Diversified FMCG	-	1.81
Non - Ferrous Metals	-	0.73
Electrical Equipment	-	1.2
Leisure Services	-	0.89
Automobiles	-	1.31
Aerospace & Defense	-	2.3
Auto Components	-	0.61
Insurance	-	0.94
Transport Services	-	0.4
Power	-	2.7
Telecom - Services	-	3.81
Gas	-	0.37
IT - Services	-	0.28
Agricultural Food & other Products	-	1.02
Beverages	-	0.94
Diversified Metals	-	0.51
Realty	-	1.76
Oil	-	0.15
Food Products	-	0.59
Industrial Manufacturing	-	0.16
Chemicals & Petrochemicals	-	1.03
Retailing	-	4.43
Financial Technology (Fintech)	-	0.29
Metals & Minerals Trading	-	0.68
Consumable Fuels	-	0.56
Minerals & Mining	-	0.91
Fertilizers & Agrochemicals	-	0.53
Transport Infrastructure	-	1.55