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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) | ₹21984 Cr | ₹27023 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% | 0.56% |
| 6 Month | 2.9% | 2.95% |
| 1 Year | 6.39% | 6.45% |
| 3 Year | 7.15% | 7.21% |
| 5 Year | 5.73% | 5.92% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.4% |
| 1 Year | 5.88% | 6.01% |
| 3 Year | 6.83% | 6.88% |
| 5 Year | 6.43% | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.65% | 6.51% |
| 3 Year | 6.47% | 6.12% |
| 5 Year | 6.46% | 6.69% |
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 | 26.88 | 18.41 |
| Large Cap | 58.43 | 51.93 |
| Mid Cap | 12.75 | 25.14 |
| Small Cap | 1.94 | 4.52 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 25.45 | 17.17 |
| Energy | 5.86 | 7.52 |
| Industrials | 5.39 | 6.73 |
| Technology | 3.85 | 5.66 |
| Healthcare | 3.54 | 3.11 |
| Consumer Defensive | 4.3 | 3.76 |
| Basic Materials | 8.73 | 7.93 |
| Financial Services | 25.87 | 28.11 |
| Consumer Cyclical | 8.56 | 10.83 |
| Real Estate | 1.32 | 2.64 |
| Utilities | 3.37 | 3.91 |
| Communication Services | 3.77 | 2.64 |
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