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) | ₹16393 Cr | ₹27562 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 | 0.53% | 0.55% |
| 6 Month | 2.79% | 2.89% |
| 1 Year | 6.08% | 6.31% |
| 3 Year | 6.89% | 7.12% |
| 5 Year | 5.77% | 6.03% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.54% | 1.59% |
| 1 Year | 5.98% | 6.22% |
| 3 Year | 6.63% | 6.84% |
| 5 Year | 6.37% | 6.66% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.59% | 6.49% |
| 3 Year | 6.31% | 6.14% |
| 5 Year | 5.9% | 6.64% |
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 | 2.02% | 2.49% |
| Beta | 0.48% | 0.49% |
| Alpha | 0.16% | 0.37% |
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 | 27.58 | 27.26 |
| Large Cap | 48.77 | 41.82 |
| Mid Cap | 19.83 | 24.93 |
| Small Cap | 3.82 | 5.99 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 25.15 | 25.62 |
| Energy | 5.46 | 3.37 |
| Industrials | 6.73 | 7.48 |
| Technology | 3.56 | 4.7 |
| Basic Materials | 11.89 | 7.91 |
| Healthcare | 5.01 | 4.07 |
| Consumer Defensive | 4.11 | 5.15 |
| Financial Services | 22.32 | 23.24 |
| Consumer Cyclical | 7.86 | 10.91 |
| Real Estate | 1.44 | 1.91 |
| Utilities | 2.57 | 1.64 |
| Communication Services | 3.87 | 4.01 |
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