Nippon India Arbitrage Fund vs Invesco India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹15516 Cr | ₹27023 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 30 Apr 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1243% | 2126% |
| Expense Ratio | 1.07 | 1.06 |
| Manager | Anju Chhajer | Deepak Gupta |
| ISIN Code | INF204K01IY1 | INF205K01122 |
| Exits Load | Nippon India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.46% | 0.48% |
| 6 Month | 2.63% | 2.77% |
| 1 Year | 6.24% | 6.46% |
| 3 Year | 6.88% | 7.14% |
| 5 Year | 5.59% | 5.84% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.41% | 1.47% |
| 1 Year | 5.98% | 6.22% |
| 3 Year | 6.75% | 6.97% |
| 5 Year | 6.33% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.62% | 6.51% |
| 3 Year | 6.3% | 6.12% |
| 5 Year | 5.97% | 6.73% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.39% |
| Sharp | 0.22% | 1.05% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | Anju Chhajer | Deepak Gupta |
| Total AUM | ₹71679 Cr | ₹12015 Cr |
| Funds Managed | 13 | 2 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 25.51 | 18.41 |
| Large Cap | 51.57 | 51.93 |
| Mid Cap | 19.55 | 25.14 |
| Small Cap | 3.37 | 4.52 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 24.55 | 17.17 |
| Energy | 7.38 | 7.52 |
| Industrials | 5.67 | 6.73 |
| Technology | 3.54 | 5.66 |
| Basic Materials | 9.67 | 7.93 |
| Healthcare | 4.52 | 3.11 |
| Consumer Defensive | 4.38 | 3.76 |
| Financial Services | 24.72 | 28.11 |
| Consumer Cyclical | 7 | 10.83 |
| Real Estate | 1.49 | 2.64 |
| Utilities | 3.2 | 3.91 |
| Communication Services | 3.9 | 2.64 |
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