Invesco India Arbitrage Fund vs DSP Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹24205 Cr | ₹6168 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Apr 2007 | 25 Jan 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 2126% | 1209% |
Expense Ratio | 1.06 | 0.99 |
Manager | Deepak Gupta | Kedar Karnik |
ISIN Code | INF205K01122 | INF740KA1DI4 |
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 | DSP 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 | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Month | 0.52% | 0.5% |
6 Month | 3.21% | 3.12% |
1 Year | 6.8% | 6.64% |
3 Year | 7.16% | 6.91% |
5 Year | 5.8% | 5.48% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.55% | 1.5% |
1 Year | 6.6% | 6.42% |
3 Year | 7.13% | 6.94% |
5 Year | 6.63% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 6.49% | 5.88% |
3 Year | 6.11% | 4.9% |
5 Year | 6.77% | 5.08% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.35% | 0.37% |
Sharp | 1.38% | 0.58% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Name | Deepak Gupta | Kedar Karnik |
Total AUM | ₹12015 Cr | ₹32997 Cr |
Funds Managed | 2 | 11 |
Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 27.38 | 35.89 |
Large Cap | 44.86 | 42.98 |
Small Cap | 5.34 | 4.23 |
Mid Cap | 22.41 | 16.9 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 26.15 | 33.62 |
Energy | 7.56 | 4.51 |
Utilities | 4.72 | 2.83 |
Industrials | 7.16 | 7.11 |
Technology | 6.23 | 5.77 |
Basic Materials | 6.37 | 5.58 |
Healthcare | 5.66 | 3.8 |
Consumer Defensive | 4.59 | 5.35 |
Financial Services | 22.9 | 23.33 |
Consumer Cyclical | 4.42 | 4.5 |
Real Estate | 2.05 | 0.98 |
Communication Services | 2.2 | 2.62 |
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