Invesco India Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹22341 Cr | ₹18204 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 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.55% | 0.54% |
6 Month | 3.32% | 3.42% |
1 Year | 6.96% | 7% |
3 Year | 7.1% | 6.87% |
5 Year | 5.72% | 5.53% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.63% | 1.7% |
1 Year | 6.83% | 6.96% |
3 Year | 7.25% | 7.19% |
5 Year | 6.62% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.46% | 6.38% |
3 Year | 6.1% | 6.13% |
5 Year | 6.82% | 6.43% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.47% | 0.51% |
Sharp | 0.72% | 0.16% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 29.01 | 29.75 |
Large Cap | 45.64 | 51.24 |
Small Cap | 5.33 | 3.47 |
Mid Cap | 20.02 | 15.54 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 28.2 | 28.77 |
Energy | 3.59 | 7.63 |
Utilities | 4.18 | 2.85 |
Industrials | 6.79 | 7.35 |
Technology | 5.39 | 5.47 |
Basic Materials | 5.61 | 8.38 |
Healthcare | 4.18 | 3.61 |
Consumer Defensive | 8.76 | 4.19 |
Financial Services | 23.79 | 21.18 |
Consumer Cyclical | 5.76 | 6.37 |
Communication Services | 2.55 | 2.93 |
Real Estate | 1.2 | 1.28 |
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