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) | ₹25150 Cr | ₹2374 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 | 0.38% | 0.37% |
6 Month | 3.13% | 3.06% |
1 Year | 6.52% | 6.24% |
3 Year | 7.11% | 6.79% |
5 Year | 5.81% | 5.47% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.39% | 1.33% |
1 Year | 6.24% | 6% |
3 Year | 7.02% | 6.75% |
5 Year | 6.59% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.49% | 6.13% |
3 Year | 6.11% | 5.81% |
5 Year | 6.77% | 5.3% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.36% | 0.39% |
Sharp | 1.28% | 0.19% |
Beta | - | - |
Alpha | - | - |
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 | 28.99 | 32.12 |
Large Cap | 42.72 | 47.57 |
Mid Cap | 23.92 | 12.02 |
Small Cap | 4.36 | 8.29 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 27.55 | 30.03 |
Energy | 7.27 | 4.38 |
Industrials | 6.55 | 2.07 |
Technology | 6.19 | 1.46 |
Basic Materials | 5.58 | 4.29 |
Healthcare | 4.46 | 2.37 |
Consumer Defensive | 3.13 | 3.72 |
Financial Services | 23.81 | 42.13 |
Consumer Cyclical | 7.32 | 5.08 |
Real Estate | 2.44 | 0.48 |
Utilities | 3.28 | 2.47 |
Communication Services | 2.42 | 1.52 |
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