Invesco India Arbitrage Fund vs HSBC Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹23900 Cr | ₹2444 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Apr 2007 | 30 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% | 299% |
Expense Ratio | 1.06 | 0.93 |
Manager | Deepak Gupta | Mahesh A Chhabria |
ISIN Code | INF205K01122 | INF917K01QL8 |
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 | HSBC Arbitrage Fund - Growth charges 0.25% 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 | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Month | 0.48% | 0.47% |
6 Month | 3.28% | 3.19% |
1 Year | 6.86% | 6.58% |
3 Year | 7.17% | 6.8% |
5 Year | 5.75% | 5.45% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.65% | 1.58% |
1 Year | 6.83% | 6.56% |
3 Year | 7.25% | 6.96% |
5 Year | 6.65% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 6.46% | 6.12% |
3 Year | 6.1% | 5.76% |
5 Year | 6.82% | 5.29% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.47% | 0.52% |
Sharp | 0.72% | -0.21% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Name | Deepak Gupta | Mahesh A Chhabria |
Total AUM | ₹12015 Cr | ₹15021 Cr |
Funds Managed | 2 | 9 |
Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 21.19 | 29.88 |
Large Cap | 46.39 | 44.86 |
Small Cap | 8.26 | 11.7 |
Mid Cap | 24.16 | 13.57 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 19.87 | 28.19 |
Energy | 4.61 | 2.36 |
Utilities | 5.15 | 3.38 |
Industrials | 7.01 | 2.86 |
Technology | 6.92 | 2.17 |
Basic Materials | 7.56 | 3.64 |
Healthcare | 6.23 | 4.83 |
Consumer Defensive | 7.69 | 4.45 |
Financial Services | 24.35 | 40.29 |
Consumer Cyclical | 6.48 | 6.2 |
Communication Services | 2.71 | 1.27 |
Real Estate | 1.44 | 0.35 |
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