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HSBC Arbitrage Fund vs Invesco India Arbitrage Fund compare

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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Chart Comparison

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

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) ₹27562 Cr ₹2327 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 0.41% 0.38%
6 Month 2.84% 2.73%
1 Year 6.47% 6.24%
3 Year 7.18% 6.92%
5 Year 5.97% 5.6%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option HSBC Arbitrage Fund - Regular Growth
6 Month 1.43% 1.38%
1 Year 5.95% 5.72%
3 Year 6.8% 6.55%
5 Year 6.61% 6.25%

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% 5.9%
5 Year 6.65% 5.33%

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 27.26 25.77
Large Cap 41.82 46.84
Mid Cap 24.93 10.45
Small Cap 5.99 16.94

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

HSBC Arbitrage Fund - Regular Growth

Others 25.62 25.08
Energy 3.37 4.86
Industrials 7.54 2.99
Technology 4.7 1.83
Basic Materials 7.91 4.35
Healthcare 4.07 3.02
Consumer Defensive 5.15 3.97
Financial Services 23.24 41.94
Consumer Cyclical 10.84 8.84
Utilities 1.64 1.87
Communication Services 4.01 1.03
Real Estate 1.91 0.22

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