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) | ₹27023 Cr | ₹2438 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 | 0.48% | 0.45% |
| 6 Month | 2.77% | 2.69% |
| 1 Year | 6.46% | 6.25% |
| 3 Year | 7.14% | 6.84% |
| 5 Year | 5.84% | 5.49% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.88% | 0.85% |
| 1 Year | 4.98% | 4.83% |
| 3 Year | 6.55% | 6.32% |
| 5 Year | 6.39% | 6.03% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.51% | 6.14% |
| 3 Year | 6.12% | 5.84% |
| 5 Year | 6.73% | 5.31% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.37% |
| Sharp | 1.22% | 0.36% |
| 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 | 18.41 | 28.17 |
| Large Cap | 51.93 | 48.21 |
| Mid Cap | 25.14 | 11.44 |
| Small Cap | 4.52 | 12.18 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 17.17 | 26.15 |
| Energy | 7.52 | 5.34 |
| Industrials | 6.73 | 1.77 |
| Technology | 5.66 | 1.58 |
| Basic Materials | 7.93 | 5.16 |
| Healthcare | 3.11 | 1.71 |
| Consumer Defensive | 3.76 | 3.79 |
| Financial Services | 28.11 | 42.89 |
| Consumer Cyclical | 10.83 | 6.01 |
| Real Estate | 2.64 | 0.49 |
| Utilities | 3.91 | 3.41 |
| Communication Services | 2.64 | 1.71 |
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