Invesco India Arbitrage Fund vs UTI Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹22341 Cr | ₹7308 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Apr 2007 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 2126% | 1110% |
Expense Ratio | 1.06 | 0.74 |
Manager | Deepak Gupta | Deepesh Agarwal |
ISIN Code | INF205K01122 | INF789FB1RJ0 |
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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.59% | 0.61% |
6 Month | 3.35% | 3.47% |
1 Year | 6.94% | 7.11% |
3 Year | 7.11% | 6.95% |
5 Year | 5.7% | 5.58% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.61% | 1.69% |
1 Year | 6.84% | 7.08% |
3 Year | 7.25% | 7.31% |
5 Year | 6.6% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.46% | 6.8% |
3 Year | 6.1% | 6.66% |
5 Year | 6.82% | 6.98% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.48% | 0.56% |
Sharp | 0.67% | 0.15% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Gupta | Deepesh Agarwal |
Total AUM | ₹12015 Cr | ₹35015 Cr |
Funds Managed | 2 | 9 |
Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.01 | 31.18 |
Large Cap | 45.64 | 50.6 |
Small Cap | 5.33 | 4.3 |
Mid Cap | 20.02 | 13.92 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.2 | 29.44 |
Energy | 3.59 | 6.13 |
Utilities | 4.18 | 1.61 |
Industrials | 6.79 | 5.23 |
Technology | 5.39 | 6.68 |
Basic Materials | 5.61 | 7.17 |
Healthcare | 4.18 | 4.26 |
Consumer Defensive | 8.76 | 4.07 |
Financial Services | 23.79 | 24.99 |
Consumer Cyclical | 5.76 | 6.67 |
Communication Services | 2.55 | 2.75 |
Real Estate | 1.2 | 1 |
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