Invesco India Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
Invesco India Arbitrage Fund - Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
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% |
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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 |
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