Invesco India Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare

Link copied to clipboard!

Invesco India Arbitrage Fund - Growth Option

Invest Now

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Fund	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹27151 Cr	₹24256 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	30 Apr 2007	24 Jul 2009
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	2126%	1085%
Expense Ratio	1.06	1.01
Manager	Deepak Gupta	Pranav Gupta
ISIN Code	INF205K01122	INF209K01264
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	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Month	0.48%	0.47%
6 Month	2.94%	2.86%
1 Year	6.36%	6.36%
3 Year	7.22%	7.09%
5 Year	5.97%	5.77%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
6 Month	1.43%	1.39%
1 Year	5.99%	5.94%
3 Year	6.83%	6.77%
5 Year	6.61%	6.42%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Year	6.5%	6.43%
3 Year	6.13%	6.18%
5 Year	6.66%	6.2%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Standard Deviation	0.66%	0.66%
Sharp	2.74%	2.53%
Beta	0.47%	0.45%
Alpha	0.52%	0.43%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Name	Deepak Gupta	Pranav Gupta
Total AUM	₹12015 Cr	₹10003 Cr
Funds Managed	2	9
	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Others	20.58	-59.17
Large Cap	49.26	55.59
Mid Cap	25.69	19.74
Small Cap	4.47	3.81

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Others	20.58	-59.17
Petroleum Products	3.53	5.37
Industrial Products	1.92	0.83
IT - Software	2.98	2.06
Cement & Cement Products	0.84	1.33
Pharmaceuticals & Biotechnology	3.72	2.98
Personal Products	0.16	0.23
Construction	1.06	1.51
Ferrous Metals	1.67	2.36
Finance	6.45	6.64
Consumer Durables	2.99	1.76
Capital Markets	2.34	2.29
Healthcare Services	0.4	1.12
Banks	18.9	17.71
Diversified FMCG	1.81	1.71
Non - Ferrous Metals	0.73	1.86
Electrical Equipment	1.2	0.94
Leisure Services	0.89	0.34
Automobiles	1.31	3.42
Aerospace & Defense	2.3	2.07
Auto Components	0.61	1.04
Insurance	0.94	0.58
Transport Services	0.4	0.29
Power	2.7	2.83
Telecom - Services	3.81	3.9
Gas	0.37	0.56
IT - Services	0.28	0.06
Agricultural Food & other Products	1.02	0.79
Beverages	0.94	0.81
Diversified Metals	0.51	1.41
Realty	1.76	1.52
Oil	0.15	0.31
Food Products	0.59	1.24
Industrial Manufacturing	0.16	0.36
Chemicals & Petrochemicals	1.03	0.52
Retailing	4.43	2.88
Financial Technology (Fintech)	0.29	1.25
Metals & Minerals Trading	0.68	0.83
Consumable Fuels	0.56	0.06
Minerals & Mining	0.91	0.43
Fertilizers & Agrochemicals	0.53	0.14
Transport Infrastructure	1.55	0.8