Invesco India Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹15895 Cr | ₹27151 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 30 Apr 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1243% | 2126% |
| Expense Ratio | 1.07 | 1.06 |
| Manager | Anju Chhajer | Deepak Gupta |
| ISIN Code | INF204K01IY1 | INF205K01122 |
| Exits Load | Nippon India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.47% | 0.48% |
| 6 Month | 2.82% | 2.94% |
| 1 Year | 6.16% | 6.36% |
| 3 Year | 6.96% | 7.22% |
| 5 Year | 5.71% | 5.97% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.39% | 1.43% |
| 1 Year | 5.79% | 5.99% |
| 3 Year | 6.63% | 6.83% |
| 5 Year | 6.33% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.59% | 6.5% |
| 3 Year | 6.31% | 6.13% |
| 5 Year | 5.93% | 6.66% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.66% |
| Sharp | 2.2% | 2.74% |
| Beta | 0.48% | 0.47% |
| Alpha | 0.22% | 0.52% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | Anju Chhajer | Deepak Gupta |
| Total AUM | ₹71679 Cr | ₹12015 Cr |
| Funds Managed | 13 | 2 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 100.38 | 20.58 |
| Large Cap | 53.04 | 49.26 |
| Mid Cap | 19.63 | 25.69 |
| Small Cap | 3.43 | 4.47 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 100.38 | 20.58 |
| Petroleum Products | 4.75 | 3.53 |
| Industrial Products | 0.76 | 1.92 |
| Cement & Cement Products | 3.72 | 0.84 |
| Construction | 0.9 | 1.06 |
| Ferrous Metals | 3.31 | 1.67 |
| Finance | 6.97 | 6.45 |
| Consumer Durables | 2.18 | 2.99 |
| Healthcare Services | 1.07 | 0.4 |
| Banks | 16.08 | 18.9 |
| Diversified FMCG | 2.27 | 1.81 |
| Non - Ferrous Metals | 1.55 | 0.73 |
| Electrical Equipment | 0.36 | 1.2 |
| Pharmaceuticals & Biotechnology | 3.29 | 3.72 |
| IT - Software | 1.75 | 2.98 |
| Leisure Services | 0.36 | 0.89 |
| Automobiles | 2.28 | 1.31 |
| Aerospace & Defense | 1.77 | 2.3 |
| Auto Components | 1.67 | 0.61 |
| Realty | 1.43 | 1.76 |
| Personal Products | 0.03 | 0.16 |
| Transport Services | 0.58 | 0.4 |
| Power | 2.98 | 2.7 |
| Telecom - Services | 4.33 | 3.81 |
| Gas | 0.55 | 0.37 |
| IT - Services | 0.16 | 0.28 |
| Insurance | 0.33 | 0.94 |
| Agricultural Food & other Products | 1.3 | 1.02 |
| Retailing | 1.64 | 4.43 |
| Beverages | 0.96 | 0.94 |
| Diversified Metals | 1.6 | 0.51 |
| Oil | 0.62 | 0.15 |
| Food Products | 0.67 | 0.59 |
| Chemicals & Petrochemicals | 0.59 | 1.03 |
| Financial Technology (Fintech) | 0.6 | 0.29 |
| Metals & Minerals Trading | 0.48 | 0.68 |
| Capital Markets | 0.26 | 2.34 |
| Minerals & Mining | 0.36 | 0.91 |
| Fertilizers & Agrochemicals | 0.12 | 0.53 |
| Transport Infrastructure | 1.31 | 1.55 |
| Industrial Manufacturing | 0.16 | 0.16 |
| Consumable Fuels | - | 0.56 |
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