Invesco India Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27400 Cr | ₹16270 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Apr 2007 | 27 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 370% |
| Expense Ratio | 1.06 | 1.05 |
| Manager | Deepak Gupta | Dhawal Dalal |
| ISIN Code | INF205K01122 | INF754K01EF3 |
| 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 | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.6% | 0.56% |
| 6 Month | 3.06% | 2.93% |
| 1 Year | 6.46% | 6.33% |
| 3 Year | 7.13% | 7.05% |
| 5 Year | 6.06% | 5.91% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.57% | 1.52% |
| 1 Year | 6.22% | 6.03% |
| 3 Year | 6.83% | 6.76% |
| 5 Year | 6.67% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.49% | 6.28% |
| 3 Year | 6.14% | 6.07% |
| 5 Year | 6.64% | 5.46% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 2.49% | 2.25% |
| Beta | 0.49% | 0.54% |
| Alpha | 0.37% | 0.22% |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Deepak Gupta | Dhawal Dalal |
| Total AUM | ₹12015 Cr | ₹25974 Cr |
| Funds Managed | 2 | 12 |
| Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 20.75 | 29.79 |
| Large Cap | 45.74 | 42.18 |
| Mid Cap | 28.84 | 23.02 |
| Small Cap | 4.67 | 5.01 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 18.27 | 25.52 |
| Communication Services | 4.21 | 4.14 |
| Energy | 3.75 | 5.67 |
| Industrials | 8.87 | 6.01 |
| Technology | 5.17 | 3.01 |
| Basic Materials | 9.28 | 11.34 |
| Healthcare | 5.78 | 4.05 |
| Consumer Defensive | 5.27 | 5.16 |
| Financial Services | 24.16 | 24.13 |
| Consumer Cyclical | 11.52 | 5.35 |
| Utilities | 2.05 | 4.43 |
| Real Estate | 1.67 | 1.19 |
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