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) | ₹18674 Cr | ₹12906 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 | 0.45% | 0.43% |
6 Month | 3.35% | 3.37% |
1 Year | 7.18% | 7.14% |
3 Year | 6.92% | 6.73% |
5 Year | 5.62% | 5.48% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.72% | 1.72% |
1 Year | 7.02% | 7.02% |
3 Year | 7.34% | 7.28% |
5 Year | 6.59% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 6.42% | 6.19% |
3 Year | 6.08% | 5.83% |
5 Year | 6.85% | 5.37% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.542% | 0.607% |
Sharp | 0.577% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 100.68 | 103.13 |
Large Cap | 49.89 | 49.6 |
Mid Cap | 16.65 | 15.88 |
Small Cap | 5.37 | 4.67 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 100.25 | 102.49 |
Energy | 7.7 | 7.16 |
Utilities | 2.86 | 3.06 |
Industrials | 8.9 | 6.73 |
Technology | 3.82 | 4.79 |
Basic Materials | 6.31 | 9.92 |
Healthcare | 3.41 | 3.08 |
Consumer Defensive | 2.96 | 1.93 |
Financial Services | 26.72 | 22.68 |
Consumer Cyclical | 6.51 | 7.6 |
Real Estate | 0.86 | 0.52 |
Communication Services | 2.29 | 3.33 |
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