- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹25150 Cr | ₹2374 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 | 0.39% | 0.39% |
| 6 Month | 3.16% | 3.05% |
| 1 Year | 6.55% | 6.32% |
| 3 Year | 7.19% | 6.84% |
| 5 Year | 5.81% | 5.48% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.39% | 1.33% |
| 1 Year | 6.24% | 6% |
| 3 Year | 7.02% | 6.75% |
| 5 Year | 6.59% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.49% | 6.13% |
| 3 Year | 6.11% | 5.81% |
| 5 Year | 6.77% | 5.3% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.39% |
| Sharp | 1.28% | 0.19% |
| Beta | - | - |
| Alpha | - | - |
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 | 27.38 | 32.77 |
| Large Cap | 44.86 | 47.14 |
| Small Cap | 5.34 | 8.36 |
| Mid Cap | 22.41 | 11.73 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 26.15 | 31.71 |
| Energy | 7.56 | 3.93 |
| Utilities | 4.72 | 3.29 |
| Industrials | 7.16 | 3 |
| Technology | 6.23 | 3.94 |
| Basic Materials | 6.37 | 3.12 |
| Healthcare | 5.66 | 3.73 |
| Consumer Defensive | 4.59 | 3.88 |
| Financial Services | 22.9 | 37.83 |
| Consumer Cyclical | 4.42 | 4.62 |
| Real Estate | 2.05 | 0.72 |
| Communication Services | 2.2 | 0.22 |
Top Comparisons
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns11.7%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns12.47%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns11.86%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns20.17%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.06%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.2%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns27.43%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
