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) | ₹15506 Cr | ₹27023 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 | 0.6% | 0.6% |
6 Month | 2.72% | 2.86% |
1 Year | 6.4% | 6.63% |
3 Year | 6.89% | 7.16% |
5 Year | 5.63% | 5.87% |
SIP Return Analysis
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.42% | 1.46% |
1 Year | 6.02% | 6.23% |
3 Year | 6.77% | 6.98% |
5 Year | 6.33% | 6.62% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 6.62% | 6.51% |
3 Year | 6.3% | 6.12% |
5 Year | 5.97% | 6.73% |
Risk Management
Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | 0.39% | 0.39% |
Sharp | 0.22% | 1.05% |
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 | 25.51 | 18.41 |
Large Cap | 51.57 | 51.93 |
Mid Cap | 19.55 | 25.14 |
Small Cap | 3.37 | 4.52 |
Sector Allocation
Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 24.55 | 17.17 |
Energy | 7.38 | 7.52 |
Industrials | 5.67 | 6.73 |
Technology | 3.54 | 5.66 |
Basic Materials | 9.67 | 7.93 |
Healthcare | 4.52 | 3.11 |
Consumer Defensive | 4.38 | 3.76 |
Financial Services | 24.72 | 28.11 |
Consumer Cyclical | 7 | 10.83 |
Real Estate | 1.49 | 2.64 |
Utilities | 3.2 | 3.91 |
Communication Services | 3.9 | 2.64 |
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