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) | ₹22341 Cr | ₹6474 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% | 0.54% |
6 Month | 3.51% | 3.39% |
1 Year | 6.99% | 6.84% |
3 Year | 7.02% | 6.73% |
5 Year | 5.65% | 5.34% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.61% | 1.58% |
1 Year | 6.84% | 6.69% |
3 Year | 7.25% | 7.06% |
5 Year | 6.6% | 6.3% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 6.46% | 5.81% |
3 Year | 6.1% | 4.81% |
5 Year | 6.82% | 5.07% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.48% | 0.52% |
Sharp | 0.67% | -0.04% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 100.68 | 101.84 |
Large Cap | 49.89 | 43.91 |
Mid Cap | 16.65 | 18.44 |
Small Cap | 5.37 | 5.87 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 100.25 | 101.38 |
Energy | 7.7 | 5.97 |
Utilities | 2.86 | 2.61 |
Industrials | 8.9 | 8.05 |
Technology | 3.82 | 3.77 |
Basic Materials | 6.31 | 8.45 |
Healthcare | 3.41 | 3.63 |
Consumer Defensive | 2.96 | 1.83 |
Financial Services | 26.72 | 24.46 |
Consumer Cyclical | 6.51 | 6.02 |
Real Estate | 0.86 | 0.64 |
Communication Services | 2.29 | 3.26 |
Top Comparisons
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns27.29%
Quant Small Cap Fund Regular Growth
3Y Returns31.61%
Franklin India Government Securities Fund - Growth
3Y Returns6.5%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.43%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns11.32%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns12.14%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.96%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%