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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) | ₹27151 Cr | ₹10106 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 | 0.48% | 0.48% |
| 6 Month | 2.94% | 2.91% |
| 1 Year | 6.36% | 6.49% |
| 3 Year | 7.22% | 7.21% |
| 5 Year | 5.97% | 5.83% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.42% |
| 1 Year | 5.99% | 6.04% |
| 3 Year | 6.83% | 6.9% |
| 5 Year | 6.61% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.5% | 6.83% |
| 3 Year | 6.13% | 6.7% |
| 5 Year | 6.66% | 6.94% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | 2.74% | 2.7% |
| Beta | 0.47% | 0.49% |
| Alpha | 0.52% | 0.47% |
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 | 21.44 | 21.92 |
| Large Cap | 47.73 | 53.38 |
| Mid Cap | 24.67 | 21.18 |
| Small Cap | 6.17 | 3.51 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.6 | 20.85 |
| Energy | 5.08 | 4.1 |
| Industrials | 8.47 | 5.06 |
| Technology | 4.29 | 4.37 |
| Basic Materials | 7.36 | 9.05 |
| Healthcare | 4.1 | 4.35 |
| Consumer Defensive | 4.52 | 5.76 |
| Financial Services | 28.77 | 31.05 |
| Consumer Cyclical | 8.45 | 8.95 |
| Real Estate | 1.76 | 1.79 |
| Utilities | 2.9 | 1.9 |
| Communication Services | 3.7 | 2.77 |
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