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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) | ₹27562 Cr | ₹282 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | 0.46% | 0.44% |
| 6 Month | 2.87% | 2.65% |
| 1 Year | 6.43% | 6.1% |
| 3 Year | 7.14% | 6.65% |
| 5 Year | 5.97% | 5.41% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.36% |
| 1 Year | 5.95% | 5.62% |
| 3 Year | 6.8% | 6.4% |
| 5 Year | 6.61% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.5% | 5.2% |
| 3 Year | 6.13% | 4.74% |
| 5 Year | 6.65% | 4.9% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.66% |
| Sharp | 2.74% | 1.89% |
| Beta | 0.47% | 0.46% |
| Alpha | 0.52% | 0.04% |
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 | 27.26 | 32.71 |
| Large Cap | 41.82 | 53.65 |
| Mid Cap | 24.93 | 12.35 |
| Small Cap | 5.99 | 1.3 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.62 | 31.41 |
| Energy | 3.37 | 6.67 |
| Industrials | 7.54 | 7.33 |
| Technology | 4.7 | 4.31 |
| Basic Materials | 7.91 | 5.14 |
| Healthcare | 4.07 | 2.26 |
| Consumer Defensive | 5.15 | 4.13 |
| Financial Services | 23.24 | 25.08 |
| Consumer Cyclical | 10.84 | 4.18 |
| Utilities | 1.64 | 0.49 |
| Communication Services | 4.01 | 7.54 |
| Real Estate | 1.91 | 1.46 |
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