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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) | ₹23009 Cr | ₹27151 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 | 0.53% | 0.55% |
| 6 Month | 2.96% | 3.02% |
| 1 Year | 6.39% | 6.46% |
| 3 Year | 7.13% | 7.22% |
| 5 Year | 5.75% | 5.95% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.49% | 1.53% |
| 1 Year | 6.13% | 6.26% |
| 3 Year | 6.87% | 6.93% |
| 5 Year | 6.47% | 6.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.65% | 6.5% |
| 3 Year | 6.48% | 6.13% |
| 5 Year | 6.45% | 6.66% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | 0.92% | 1.22% |
| Beta | - | - |
| Alpha | - | - |
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 | 23.78 | 21.44 |
| Large Cap | 60.53 | 47.73 |
| Mid Cap | 13.42 | 24.67 |
| Small Cap | 2.27 | 6.17 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 22.57 | 20.6 |
| Energy | 5.29 | 5.08 |
| Industrials | 6.05 | 8.47 |
| Technology | 4.16 | 4.29 |
| Basic Materials | 9.76 | 7.36 |
| Healthcare | 3.2 | 4.1 |
| Consumer Defensive | 4.75 | 4.52 |
| Financial Services | 27.03 | 28.77 |
| Consumer Cyclical | 8.87 | 8.45 |
| Real Estate | 1.4 | 1.76 |
| Utilities | 3.12 | 2.9 |
| Communication Services | 3.81 | 3.7 |
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