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) | ₹27151 Cr | ₹16687 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 | 0.55% | 0.46% |
| 6 Month | 2.99% | 2.85% |
| 1 Year | 6.53% | 6.32% |
| 3 Year | 7.24% | 7.13% |
| 5 Year | 5.97% | 5.84% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.38% |
| 1 Year | 5.99% | 5.84% |
| 3 Year | 6.83% | 6.77% |
| 5 Year | 6.61% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.5% | 6.27% |
| 3 Year | 6.13% | 6.06% |
| 5 Year | 6.66% | 5.44% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.40% |
| Sharp | 2.74% | 1.06% |
| Beta | 0.47% | 0.45% |
| Alpha | 0.52% | -0.03% |
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 | 21.44 | 21.92 |
| Large Cap | 47.73 | 46.09 |
| Mid Cap | 24.67 | 25.47 |
| Small Cap | 6.17 | 6.52 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 20.6 | 20.52 |
| Energy | 5.08 | 7.87 |
| Industrials | 8.47 | 5.9 |
| Technology | 4.29 | 7 |
| Basic Materials | 7.36 | 9.21 |
| Healthcare | 4.1 | 3.98 |
| Consumer Defensive | 4.52 | 5.35 |
| Financial Services | 28.77 | 25.68 |
| Consumer Cyclical | 8.45 | 6.11 |
| Real Estate | 1.76 | 1.33 |
| Utilities | 2.9 | 3.51 |
| Communication Services | 3.7 | 3.54 |
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