HSBC Arbitrage Fund vs Invesco India Arbitrage Fund compare

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Invesco India Arbitrage Fund - Growth Option

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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

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
1 Month	0.56%	0.59%
6 Month	2.95%	2.83%
1 Year	6.43%	6.19%
3 Year	7.12%	6.87%
5 Year	6%	5.64%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
6 Month	1.51%	1.47%
1 Year	6.09%	5.89%
3 Year	6.82%	6.58%
5 Year	6.64%	6.28%

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	6.65%	5.33%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Standard Deviation	0.66%	0.68%
Sharp	2.74%	2.24%
Beta	0.47%	0.47%
Alpha	0.52%	0.25%

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

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Others	25.56	28083.68
Large Cap	43.81	47.01
Mid Cap	25.34	11.36
Small Cap	5.29	16.52

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Others	25.56	28083.68
Petroleum Products	2.45	4.66
Electrical Equipment	1.09	0.32
IT - Software	2.77	0.88
Cement & Cement Products	0.99	0.14
Pharmaceuticals & Biotechnology	3.66	2.93
Personal Products	0.25	0.01
Construction	1.08	0.55
Ferrous Metals	1.76	2.09
Finance	7.86	12.03
Consumer Durables	3.72	1.51
Capital Markets	1.41	1.43
Healthcare Services	0.42	0.08
Banks	12.96	27.84
Diversified FMCG	2.25	1.6
Non - Ferrous Metals	2.2	0.66
Leisure Services	0.69	0.08
Automobiles	2.33	0.03
Aerospace & Defense	1.51	0.44
Auto Components	1.41	1.17
Insurance	0.86	0.65
Transport Services	1.03	1.29
Power	1.62	1.87
Telecom - Services	4.04	1.5
Gas	0.19	0.2
IT - Services	0.31	0.05
Agricultural Food & other Products	1.35	2.06
Retailing	5.12	6.52
Industrial Products	1.35	0.22
Beverages	0.72	0.29
Diversified Metals	0.46	0.17
Realty	1.9	0.21
Oil	0.16	-
Food Products	0.58	-
Industrial Manufacturing	0.3	-
Chemicals & Petrochemicals	0.91	0.05
Financial Technology (Fintech)	0.18	-
Metals & Minerals Trading	0.1	-
Consumable Fuels	0.5	0.01
Minerals & Mining	0.44	1.02
Fertilizers & Agrochemicals	0.63	0.07
Transport Infrastructure	0.88	0.26