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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) | ₹23900 Cr | ₹22310 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 | 0.59% | 0.54% |
| 6 Month | 3.25% | 3.32% |
| 1 Year | 6.8% | 6.79% |
| 3 Year | 7.19% | 6.96% |
| 5 Year | 5.8% | 5.6% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 1.57% |
| 1 Year | 6.69% | 6.7% |
| 3 Year | 7.17% | 7.09% |
| 5 Year | 6.64% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.49% | 6.41% |
| 3 Year | 6.11% | 6.14% |
| 5 Year | 6.77% | 6.34% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.35% | 0.38% |
| Sharp | 1.38% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 27.38 | 33.31 |
| Large Cap | 44.86 | 46.16 |
| Small Cap | 5.34 | 3.6 |
| Mid Cap | 22.41 | 16.93 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.15 | 30.88 |
| Energy | 7.56 | 5.88 |
| Utilities | 4.72 | 2.94 |
| Industrials | 7.16 | 6.33 |
| Technology | 6.23 | 5.18 |
| Basic Materials | 6.37 | 6.59 |
| Healthcare | 5.66 | 4.34 |
| Consumer Defensive | 4.59 | 4.68 |
| Financial Services | 22.9 | 21.72 |
| Consumer Cyclical | 4.42 | 6.69 |
| Real Estate | 2.05 | 1.44 |
| Communication Services | 2.2 | 3.34 |
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