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) | ₹23900 Cr | ₹15045 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 | 0.46% | 0.41% |
6 Month | 3.25% | 3.22% |
1 Year | 6.85% | 6.82% |
3 Year | 7.18% | 7.04% |
5 Year | 5.81% | 5.7% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.57% | 1.51% |
1 Year | 6.68% | 6.6% |
3 Year | 7.19% | 7.14% |
5 Year | 6.65% | 6.51% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 6.49% | 6.24% |
3 Year | 6.11% | 5.95% |
5 Year | 6.77% | 5.41% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.35% | 0.40% |
Sharp | 1.38% | 0.84% |
Beta | - | 0.51% |
Alpha | - | -0.01% |
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 | 21.19 | 26.15 |
Large Cap | 46.39 | 45.15 |
Small Cap | 8.26 | 7.21 |
Mid Cap | 24.16 | 21.49 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 19.87 | 23.99 |
Energy | 4.61 | 6.53 |
Utilities | 5.15 | 5.19 |
Industrials | 7.01 | 5.98 |
Technology | 6.92 | 5.46 |
Basic Materials | 7.56 | 9.48 |
Healthcare | 6.23 | 4.82 |
Consumer Defensive | 7.69 | 4.78 |
Financial Services | 24.35 | 22.8 |
Consumer Cyclical | 6.48 | 6.35 |
Communication Services | 2.71 | 3.71 |
Real Estate | 1.44 | 0.91 |
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