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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) | ₹27400 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 | 0.56% | 0.53% |
| 6 Month | 2.95% | 2.84% |
| 1 Year | 6.39% | 6.11% |
| 3 Year | 7.12% | 6.85% |
| 5 Year | 6.04% | 5.66% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.55% | 1.47% |
| 1 Year | 6.12% | 5.85% |
| 3 Year | 6.81% | 6.55% |
| 5 Year | 6.65% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.49% | 6.16% |
| 3 Year | 6.14% | 5.92% |
| 5 Year | 6.64% | 5.33% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 2.49% | 2.02% |
| Beta | 0.49% | 0.48% |
| Alpha | 0.37% | 0.14% |
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 | 20.75 | 25.75 |
| Large Cap | 45.74 | 47.75 |
| Mid Cap | 28.84 | 13.18 |
| Small Cap | 4.67 | 13.32 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 18.27 | 24.39 |
| Communication Services | 4.21 | 1.38 |
| Energy | 3.75 | 4.38 |
| Industrials | 8.87 | 4.18 |
| Technology | 5.17 | 1.61 |
| Basic Materials | 9.28 | 5.26 |
| Healthcare | 5.78 | 2.55 |
| Consumer Defensive | 5.27 | 3.63 |
| Financial Services | 24.16 | 36.62 |
| Consumer Cyclical | 11.52 | 13.14 |
| Utilities | 2.05 | 2.57 |
| Real Estate | 1.67 | 0.28 |
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