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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) | ₹27023 Cr | ₹9167 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 | 0.57% | 0.56% |
| 6 Month | 2.89% | 2.9% |
| 1 Year | 6.46% | 6.6% |
| 3 Year | 7.19% | 7.17% |
| 5 Year | 5.89% | 5.75% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.39% |
| 1 Year | 6.01% | 6.09% |
| 3 Year | 6.88% | 6.95% |
| 5 Year | 6.6% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.51% | 6.86% |
| 3 Year | 6.12% | 6.69% |
| 5 Year | 6.73% | 6.96% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.38% | 0.39% |
| Sharp | 1.22% | 1.08% |
| Beta | - | - |
| Alpha | - | - |
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 | 18.41 | 21.92 |
| Large Cap | 51.93 | 53.38 |
| Mid Cap | 25.14 | 21.18 |
| Small Cap | 4.52 | 3.51 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.17 | 20.85 |
| Energy | 7.52 | 4.1 |
| Industrials | 6.73 | 5.06 |
| Technology | 5.66 | 4.37 |
| Basic Materials | 7.93 | 9.05 |
| Healthcare | 3.11 | 4.35 |
| Consumer Defensive | 3.76 | 5.76 |
| Financial Services | 28.11 | 31.05 |
| Consumer Cyclical | 10.83 | 8.95 |
| Real Estate | 2.64 | 1.79 |
| Utilities | 3.91 | 1.9 |
| Communication Services | 2.64 | 2.77 |
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