- 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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF Arbitrage Fund Regular vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27023 Cr | ₹225 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Apr 2007 | 25 Jan 2019 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | % |
| Expense Ratio | 1.06 | 0.99 |
| Manager | Deepak Gupta | Pratik Harish Shroff |
| ISIN Code | INF205K01122 | INF767K01PL9 |
| 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 | LIC MF 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 | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.5% | 0.45% |
| 6 Month | 2.89% | 2.7% |
| 1 Year | 6.48% | 6.19% |
| 3 Year | 7.14% | 6.59% |
| 5 Year | 5.87% | 5.29% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.47% | 1.38% |
| 1 Year | 6.22% | 5.86% |
| 3 Year | 6.97% | 6.53% |
| 5 Year | 6.62% | 6.08% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.51% | 4.97% |
| 3 Year | 6.12% | 4.57% |
| 5 Year | 6.73% | 4.86% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.66% |
| Sharp | 1.05% | 1.24% |
| Beta | - | 0.22% |
| Alpha | - | 0.3% |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Deepak Gupta | Pratik Harish Shroff |
| Total AUM | ₹12015 Cr | ₹2586 Cr |
| Funds Managed | 2 | 10 |
| Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 18.41 | 35.81 |
| Large Cap | 51.93 | 51.57 |
| Mid Cap | 25.14 | 11.53 |
| Small Cap | 4.52 | 1.09 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 17.17 | 33.97 |
| Energy | 7.52 | 6.75 |
| Industrials | 6.73 | 5.78 |
| Technology | 5.66 | 4.84 |
| Basic Materials | 7.93 | 2.23 |
| Healthcare | 3.11 | 1.78 |
| Consumer Defensive | 3.76 | 2.19 |
| Financial Services | 28.11 | 31.93 |
| Consumer Cyclical | 10.83 | 2.43 |
| Real Estate | 2.64 | 1.02 |
| Utilities | 3.91 | 1.84 |
| Communication Services | 2.64 | 5.25 |
Top Comparisons
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.88%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.2%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.77%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.37%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns14.17%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns14.68%
