Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare

Link copied to clipboard!

tortoise-icon Invesco India Arbitrage Fund - Growth Option

Invest Now

tortoise-icon LIC MF Arbitrage Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
Fund Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹23900 Cr ₹121 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 30 Apr 2007 25 Jan 2019
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 2126% %
Expense Ratio 1.06 0.99
Manager Deepak Gupta Pratik Harish Shroff
ISIN Code INF205K01122 INF767K01PL9
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 LIC MF 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 LIC MF Arbitrage Fund Regular - Growth
1 Month 0.5% 0.43%
6 Month 3.26% 3.07%
1 Year 6.94% 6.55%
3 Year 7.19% 6.58%
5 Year 5.78% 5.2%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
6 Month 1.65% 1.52%
1 Year 6.83% 6.46%
3 Year 7.25% 6.77%
5 Year 6.65% 6.08%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
1 Year 6.49% 4.85%
3 Year 6.11% 4.47%
5 Year 6.77% 4.83%

Risk Management

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
Standard Deviation 0.47% 0.66%
Sharp 0.72% 1.19%
Beta - 0.68%
Alpha - -0.29%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
Name Deepak Gupta Pratik Harish Shroff
Total AUM ₹12015 Cr ₹2586 Cr
Funds Managed 2 10
Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth

Market Cap

Scheme Name

Invesco India Arbitrage Fund - Growth Option

LIC MF Arbitrage Fund Regular - Growth

Others 21.19 35
Large Cap 46.39 45.25
Small Cap 8.26 5.08
Mid Cap 24.16 14.66

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

LIC MF Arbitrage Fund Regular - Growth

Others 19.87 33.48
Energy 4.61 0
Utilities 5.15 5.58
Industrials 7.01 10.78
Technology 6.92 4.99
Basic Materials 7.56 7.65
Healthcare 6.23 0
Consumer Defensive 7.69 2.45
Financial Services 24.35 22.07
Consumer Cyclical 6.48 7.03
Communication Services 2.71 3.73
Real Estate 1.44 2.23

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns26.72%

VS

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns20.34%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns18.9%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns22.29%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19.76%

Compare Now

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns22.57%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns19.75%

Compare Now
Add to Cart Successfully