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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) | ₹24205 Cr | ₹192 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 | 0.52% | 0.51% |
| 6 Month | 3.22% | 3.04% |
| 1 Year | 6.84% | 6.5% |
| 3 Year | 7.16% | 6.58% |
| 5 Year | 5.81% | 5.24% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.37% |
| 1 Year | 6.52% | 6.17% |
| 3 Year | 7.11% | 6.66% |
| 5 Year | 6.62% | 6.07% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.49% | 4.85% |
| 3 Year | 6.11% | 4.47% |
| 5 Year | 6.77% | 4.83% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.35% | 0.66% |
| Sharp | 1.38% | 1.79% |
| Beta | - | 0.18% |
| Alpha | - | 0.6% |
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 | 27.38 | 36.66 |
| Large Cap | 44.86 | 52.13 |
| Small Cap | 5.34 | 0.12 |
| Mid Cap | 22.41 | 11.09 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 26.15 | 33.91 |
| Energy | 7.56 | 6.63 |
| Utilities | 4.72 | 3.47 |
| Industrials | 7.16 | 7.42 |
| Technology | 6.23 | 11.83 |
| Basic Materials | 6.37 | 2.39 |
| Healthcare | 5.66 | - |
| Consumer Defensive | 4.59 | 1.52 |
| Financial Services | 22.9 | 24.95 |
| Consumer Cyclical | 4.42 | 4.34 |
| Real Estate | 2.05 | 1.32 |
| Communication Services | 2.2 | 2.23 |
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