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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) | ₹24205 Cr | ₹8512 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 | 0.52% | 0.49% |
| 6 Month | 3.22% | 3.31% |
| 1 Year | 6.84% | 6.95% |
| 3 Year | 7.16% | 7.04% |
| 5 Year | 5.81% | 5.69% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.55% | 1.53% |
| 1 Year | 6.6% | 6.68% |
| 3 Year | 7.13% | 7.18% |
| 5 Year | 6.63% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.49% | 6.86% |
| 3 Year | 6.11% | 6.68% |
| 5 Year | 6.77% | 6.97% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.35% | 0.40% |
| Sharp | 1.38% | 0.87% |
| 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 | 27.38 | 35.13 |
| Large Cap | 44.86 | 46.83 |
| Small Cap | 5.34 | 2.99 |
| Mid Cap | 22.41 | 15.05 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.15 | 33.66 |
| Energy | 7.56 | 4.74 |
| Utilities | 4.72 | 1.8 |
| Industrials | 7.16 | 4.14 |
| Technology | 6.23 | 4.83 |
| Basic Materials | 6.37 | 6.6 |
| Healthcare | 5.66 | 4.28 |
| Consumer Defensive | 4.59 | 4.8 |
| Financial Services | 22.9 | 25 |
| Consumer Cyclical | 4.42 | 6.55 |
| Real Estate | 2.05 | 0.79 |
| Communication Services | 2.2 | 2.8 |
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