Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Arbitrage Fund Regular vs Invesco India Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Arbitrage Fund - Growth Option

Invest Now

tortoise-icon LIC MF Arbitrage Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹18674 Cr ₹168 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 0.63% 0.56%
6 Month 3.56% 3.42%
1 Year 7.04% 6.72%
3 Year 7.06% 6.43%
5 Year 5.68% 5.07%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
6 Month 1.74% 1.67%
1 Year 7.04% 6.77%
3 Year 7.33% 6.86%
5 Year 6.63% 6.07%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
1 Year 6.46% 4.65%
3 Year 6.1% 4.34%
5 Year 6.82% 4.81%

Risk Management

Scheme Name Invesco India Arbitrage Fund - Growth Option LIC MF Arbitrage Fund Regular - Growth
Standard Deviation 0.542% 0.92%
Sharp 0.577% 0.35%
Beta - 0.44%
Alpha - -0.12%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100.68 33.21
Large Cap 49.89 46.53
Mid Cap 16.65 15.97
Small Cap 5.37 4.3

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

LIC MF Arbitrage Fund Regular - Growth

Others 100.25 33.21
Energy 7.7 -
Utilities 2.86 -
Industrials 8.9 -
Technology 3.82 -
Basic Materials 6.31 -
Healthcare 3.41 -
Consumer Defensive 2.96 -
Financial Services 26.72 -
Consumer Cyclical 6.51 -
Real Estate 0.86 -
Communication Services 2.29 -
Petroleum Products - 3.57
IT - Software - 7.15
Cement & Cement Products - 0.73
Personal Products - 0.42
Ferrous Metals - 3.4
Banks - 20.92
Pharmaceuticals & Biotechnology - 0.07
Automobiles - 3.02
Electrical Equipment - 1.08
Power - 5.47
Capital Markets - 3.16
Finance - 1.05
Diversified FMCG - 0.13
Aerospace & Defense - 1.45
Realty - 2.64
Consumer Durables - 0.11
Auto Components - 1.96
Leisure Services - 0.43
Gas - 0.98
Non - Ferrous Metals - 1.46
Minerals & Mining - 0.08
Retailing - 1.71
Insurance - 0.3
Chemicals & Petrochemicals - 0.29
Transport Infrastructure - 3.96
Beverages - 1.26

Top Comparisons

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns22.71%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns23.48%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns7.63%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns8.23%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.36%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.38%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns15.71%

VS

Sundaram Flexicap Fund Regular Growth Sundaram Flexicap Fund Regular Growth

3Y Returns0%

Compare Now
Add to Cart Successfully