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) | ₹27562 Cr | ₹6448 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 | 0.46% | 0.42% |
| 6 Month | 2.87% | 2.72% |
| 1 Year | 6.43% | 6.17% |
| 3 Year | 7.14% | 6.94% |
| 5 Year | 5.97% | 5.63% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.35% |
| 1 Year | 5.95% | 5.66% |
| 3 Year | 6.8% | 6.58% |
| 5 Year | 6.61% | 6.3% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 6.5% | 6.1% |
| 3 Year | 6.13% | 5.03% |
| 5 Year | 6.65% | 5.09% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.36% |
| Sharp | 2.74% | 0.82% |
| Beta | 0.47% | - |
| Alpha | 0.52% | - |
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 | 27.26 | 30.55 |
| Large Cap | 41.82 | 46.27 |
| Mid Cap | 24.93 | 18.52 |
| Small Cap | 5.99 | 4.66 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 25.62 | 28.16 |
| Energy | 3.37 | 4.51 |
| Industrials | 7.54 | 7.96 |
| Technology | 4.7 | 4.11 |
| Basic Materials | 7.91 | 7.52 |
| Healthcare | 4.07 | 4.02 |
| Consumer Defensive | 5.15 | 5.02 |
| Financial Services | 23.24 | 27.71 |
| Consumer Cyclical | 10.84 | 4.75 |
| Utilities | 1.64 | 2.44 |
| Communication Services | 4.01 | 2.67 |
| Real Estate | 1.91 | 1.12 |
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