HSBC Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27151 Cr | ₹2403 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 30 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% | 299% |
| Expense Ratio | 1.06 | 0.93 |
| Manager | Deepak Gupta | Mahesh A Chhabria |
| ISIN Code | INF205K01122 | INF917K01QL8 |
| 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 | HSBC Arbitrage Fund - Growth charges 0.25% 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 | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.51% | 0.52% |
| 6 Month | 2.89% | 2.78% |
| 1 Year | 6.43% | 6.25% |
| 3 Year | 7.17% | 6.91% |
| 5 Year | 5.94% | 5.59% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.43% | 1.39% |
| 1 Year | 5.99% | 5.8% |
| 3 Year | 6.83% | 6.6% |
| 5 Year | 6.61% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.5% | 6.15% |
| 3 Year | 6.13% | 5.88% |
| 5 Year | 6.66% | 5.32% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.36% |
| Sharp | 2.74% | 0.60% |
| Beta | 0.47% | - |
| Alpha | 0.52% | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Deepak Gupta | Mahesh A Chhabria |
| Total AUM | ₹12015 Cr | ₹15021 Cr |
| Funds Managed | 2 | 9 |
| Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 21.44 | 26.25 |
| Large Cap | 47.73 | 48.81 |
| Mid Cap | 24.67 | 11.01 |
| Small Cap | 6.17 | 13.93 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.6 | 24.1 |
| Energy | 5.08 | 5.15 |
| Industrials | 8.47 | 2.4 |
| Technology | 4.29 | 2.03 |
| Basic Materials | 7.36 | 4.58 |
| Healthcare | 4.1 | 2.16 |
| Consumer Defensive | 4.52 | 3.94 |
| Financial Services | 28.77 | 44.86 |
| Consumer Cyclical | 8.45 | 5.66 |
| Real Estate | 1.76 | 0.21 |
| Utilities | 2.9 | 2.95 |
| Communication Services | 3.7 | 1.96 |
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