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Invesco India Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹23551 Cr | ₹27562 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 30 Apr 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 2126% |
| Expense Ratio | 0.97 | 1.06 |
| Manager | Anil Bamboli | Deepak Gupta |
| ISIN Code | INF179K01343 | INF205K01122 |
| Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.47% | 0.48% |
| 6 Month | 2.83% | 2.93% |
| 1 Year | 6.31% | 6.43% |
| 3 Year | 7.06% | 7.12% |
| 5 Year | 5.79% | 5.99% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.45% | 1.46% |
| 1 Year | 5.98% | 6.06% |
| 3 Year | 6.79% | 6.83% |
| 5 Year | 6.47% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.64% | 6.5% |
| 3 Year | 6.49% | 6.13% |
| 5 Year | 6.44% | 6.65% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.37% |
| Sharp | 1.16% | 1.41% |
| Beta | - | 0.47% |
| Alpha | - | 0.52% |
Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Deepak Gupta |
| Total AUM | ₹135442 Cr | ₹12015 Cr |
| Funds Managed | 12 | 2 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 25.58 | 27.26 |
| Large Cap | 58.67 | 41.82 |
| Mid Cap | 13.12 | 24.93 |
| Small Cap | 2.63 | 5.99 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 23.86 | 25.62 |
| Energy | 4.53 | 3.37 |
| Industrials | 5.84 | 7.54 |
| Basic Materials | 10.1 | 7.91 |
| Healthcare | 2.97 | 4.07 |
| Consumer Defensive | 4.64 | 5.15 |
| Financial Services | 27.09 | 23.24 |
| Consumer Cyclical | 9.43 | 10.84 |
| Utilities | 2.56 | 1.64 |
| Communication Services | 3.59 | 4.01 |
| Technology | 3.9 | 4.7 |
| Real Estate | 1.48 | 1.91 |
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