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) | ₹23900 Cr | ₹2444 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 | 0.59% | 0.56% |
6 Month | 3.32% | 3.22% |
1 Year | 6.99% | 6.7% |
3 Year | 7.11% | 6.72% |
5 Year | 5.74% | 5.46% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.65% | 1.6% |
1 Year | 6.83% | 6.61% |
3 Year | 7.26% | 6.98% |
5 Year | 6.63% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.46% | 6.12% |
3 Year | 6.1% | 5.76% |
5 Year | 6.82% | 5.29% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.47% | 0.52% |
Sharp | 0.72% | -0.21% |
Beta | - | - |
Alpha | - | - |
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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 | 29.01 | 31.92 |
Large Cap | 45.64 | 44.38 |
Small Cap | 5.33 | 10.92 |
Mid Cap | 20.02 | 12.78 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 28.2 | 29.47 |
Energy | 3.59 | 3.02 |
Utilities | 4.18 | 3.03 |
Industrials | 6.79 | 2.83 |
Technology | 5.39 | 3.52 |
Basic Materials | 5.61 | 3.68 |
Healthcare | 4.18 | 4.12 |
Consumer Defensive | 8.76 | 2.56 |
Financial Services | 23.79 | 42.01 |
Consumer Cyclical | 5.76 | 3.78 |
Communication Services | 2.55 | 1.31 |
Real Estate | 1.2 | 0.67 |
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