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Invesco India Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹41552 Cr | ₹25150 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 2126% |
| Expense Ratio | 0.94 | 1.06 |
| Manager | R Arun | Deepak Gupta |
| ISIN Code | INF200K01156 | INF205K01122 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.3% | 0.29% |
| 6 Month | 3.17% | 3.03% |
| 1 Year | 6.62% | 6.5% |
| 3 Year | 7.16% | 7.15% |
| 5 Year | 5.81% | 5.81% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.42% | 1.39% |
| 1 Year | 6.4% | 6.24% |
| 3 Year | 7.07% | 7.02% |
| 5 Year | 6.6% | 6.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.52% | 6.49% |
| 3 Year | 6.17% | 6.11% |
| 5 Year | 6.93% | 6.77% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.36% |
| Sharp | 1.19% | 1.28% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | R Arun | Deepak Gupta |
| Total AUM | ₹207055 Cr | ₹12015 Cr |
| Funds Managed | 8 | 2 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 32.34 | 27.38 |
| Large Cap | 49.76 | 44.86 |
| Mid Cap | 15.17 | 22.41 |
| Small Cap | 2.74 | 5.34 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 30.85 | 26.15 |
| Energy | 4.69 | 7.56 |
| Utilities | 3.11 | 4.72 |
| Industrials | 5.61 | 7.16 |
| Technology | 6.2 | 6.23 |
| Basic Materials | 6.49 | 6.37 |
| Healthcare | 4.2 | 5.66 |
| Consumer Defensive | 4.31 | 4.59 |
| Financial Services | 26.08 | 22.9 |
| Consumer Cyclical | 5.05 | 4.42 |
| Real Estate | 1.28 | 2.05 |
| Communication Services | 2.13 | 2.2 |
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