- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23900 Cr | ₹15922 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 | 0.48% | 0.49% |
| 6 Month | 3.28% | 3.35% |
| 1 Year | 6.86% | 6.85% |
| 3 Year | 7.17% | 6.93% |
| 5 Year | 5.75% | 5.56% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.65% | 1.65% |
| 1 Year | 6.83% | 6.82% |
| 3 Year | 7.25% | 7.13% |
| 5 Year | 6.65% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.46% | 5.38% |
| 3 Year | 6.1% | 4.87% |
| 5 Year | 6.82% | 5.36% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.47% | 0.49% |
| Sharp | 0.72% | 0.12% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 21.19 | 37.85 |
| Large Cap | 46.39 | 42.3 |
| Small Cap | 8.26 | 4.09 |
| Mid Cap | 24.16 | 15.77 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 19.87 | 33.72 |
| Energy | 4.61 | 5.83 |
| Utilities | 5.15 | 4 |
| Industrials | 7.01 | 6.21 |
| Technology | 6.92 | 3.95 |
| Basic Materials | 7.56 | 5.9 |
| Healthcare | 6.23 | 5.61 |
| Consumer Defensive | 7.69 | 5.42 |
| Financial Services | 24.35 | 18.62 |
| Consumer Cyclical | 6.48 | 5.81 |
| Communication Services | 2.71 | 3.3 |
| Real Estate | 1.44 | 1.62 |
Top Comparisons
Franklin India Small Cap Fund-Growth
3Y Returns25.65%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns18.17%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns24.23%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.74%
ICICI Prudential Long Term Bond Fund - Growth
3Y Returns8.33%
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option
3Y Returns9.33%
