Invesco India Arbitrage Fund vs Tata Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹18674 Cr | ₹12921 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Apr 2007 | 18 Dec 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 2126% | 487.73% |
Expense Ratio | 1.06 | 1.08 |
Manager | Deepak Gupta | Sailesh Jain |
ISIN Code | INF205K01122 | INF277K015Q7 |
Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.43% | 0.47% |
6 Month | 3.31% | 3.36% |
1 Year | 7.21% | 7.18% |
3 Year | 6.97% | 6.7% |
5 Year | 5.59% | 5.42% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.64% | 1.69% |
1 Year | 6.83% | 6.89% |
3 Year | 7.26% | 7.13% |
5 Year | 6.54% | 6.3% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.42% | 5.21% |
3 Year | 6.08% | 4.79% |
5 Year | 6.85% | 5.34% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.542% | 0.592% |
Sharp | 0.577% | -0.416% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Deepak Gupta | Sailesh Jain |
Total AUM | ₹12015 Cr | ₹17041 Cr |
Funds Managed | 2 | 7 |
Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 100.68 | 101.54 |
Large Cap | 49.89 | 46.75 |
Mid Cap | 16.65 | 15.2 |
Small Cap | 5.37 | 2.95 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 100.25 | 100.82 |
Energy | 7.7 | 7.06 |
Utilities | 2.86 | 3.52 |
Industrials | 8.9 | 6.06 |
Technology | 3.82 | 2.15 |
Basic Materials | 6.31 | 8.71 |
Healthcare | 3.41 | 1.77 |
Consumer Defensive | 2.96 | 3.15 |
Financial Services | 26.72 | 19.96 |
Consumer Cyclical | 6.51 | 8.77 |
Real Estate | 0.86 | 1.53 |
Communication Services | 2.29 | 2.93 |
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