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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) | ₹24205 Cr | ₹2511 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 | 0.42% | 0.42% |
| 6 Month | 3.12% | 3.02% |
| 1 Year | 6.74% | 6.47% |
| 3 Year | 7.17% | 6.81% |
| 5 Year | 5.79% | 5.48% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.59% | 1.5% |
| 1 Year | 6.69% | 6.38% |
| 3 Year | 7.17% | 6.88% |
| 5 Year | 6.64% | 6.25% |
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 | 0.35% | 0.38% |
| Sharp | 1.38% | 0.23% |
| 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 | 27.38 | 32.77 |
| Large Cap | 44.86 | 47.14 |
| Small Cap | 5.34 | 8.36 |
| Mid Cap | 22.41 | 11.73 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 26.15 | 31.71 |
| Energy | 7.56 | 3.93 |
| Utilities | 4.72 | 3.29 |
| Industrials | 7.16 | 3 |
| Technology | 6.23 | 3.94 |
| Basic Materials | 6.37 | 3.12 |
| Healthcare | 5.66 | 3.73 |
| Consumer Defensive | 4.59 | 3.88 |
| Financial Services | 22.9 | 37.83 |
| Consumer Cyclical | 4.42 | 4.62 |
| Real Estate | 2.05 | 0.72 |
| Communication Services | 2.2 | 0.22 |
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