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) | ₹15383 Cr | ₹24205 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 | 0.5% | 0.5% |
6 Month | 3.05% | 3.19% |
1 Year | 6.51% | 6.77% |
3 Year | 6.83% | 7.15% |
5 Year | 5.56% | 5.79% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.5% | 1.59% |
1 Year | 6.39% | 6.69% |
3 Year | 6.93% | 7.17% |
5 Year | 6.34% | 6.64% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 6.63% | 6.49% |
3 Year | 6.3% | 6.11% |
5 Year | 6% | 6.77% |
Risk Management
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | 0.37% | 0.35% |
Sharp | 0.39% | 1.38% |
Beta | - | - |
Alpha | - | - |
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 | 32.02 | 27.38 |
Large Cap | 47.22 | 44.86 |
Small Cap | 3.11 | 5.34 |
Mid Cap | 17.65 | 22.41 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 29.86 | 26.15 |
Energy | 6.09 | 7.56 |
Utilities | 3.1 | 4.72 |
Industrials | 6.5 | 7.16 |
Technology | 4.76 | 6.23 |
Basic Materials | 7.33 | 6.37 |
Healthcare | 6.62 | 5.66 |
Consumer Defensive | 3.71 | 4.59 |
Financial Services | 20.95 | 22.9 |
Consumer Cyclical | 6.21 | 4.42 |
Real Estate | 1.51 | 2.05 |
Communication Services | 3.37 | 2.2 |
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