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) | ₹37606 Cr | ₹23900 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 | 0.6% | 0.62% |
6 Month | 3.49% | 3.39% |
1 Year | 7.05% | 7% |
3 Year | 7.22% | 7.23% |
5 Year | 5.78% | 5.8% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.71% | 1.65% |
1 Year | 7% | 6.83% |
3 Year | 7.29% | 7.25% |
5 Year | 6.65% | 6.65% |
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 | 0.52% | 0.47% |
Sharp | 0.60% | 0.72% |
Beta | - | - |
Alpha | - | - |
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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 | 31.9 | 21.19 |
Large Cap | 51.03 | 46.39 |
Mid Cap | 13.67 | 24.16 |
Small Cap | 3.4 | 8.26 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 30.06 | 19.87 |
Energy | 3.76 | 4.61 |
Utilities | 3.4 | 5.15 |
Industrials | 6.15 | 7.01 |
Technology | 5.85 | 6.92 |
Basic Materials | 7.59 | 7.56 |
Healthcare | 3.81 | 6.23 |
Consumer Defensive | 4.89 | 7.69 |
Financial Services | 26.42 | 24.35 |
Consumer Cyclical | 4.83 | 6.48 |
Real Estate | 0.98 | 1.44 |
Communication Services | 2.27 | 2.71 |
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