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) | ₹16393 Cr | ₹27400 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 | 0.61% | 0.64% |
| 6 Month | 2.91% | 3.02% |
| 1 Year | 6.17% | 6.39% |
| 3 Year | 6.87% | 7.09% |
| 5 Year | 5.78% | 6.05% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.51% | 1.55% |
| 1 Year | 5.92% | 6.12% |
| 3 Year | 6.61% | 6.81% |
| 5 Year | 6.37% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.58% | 6.49% |
| 3 Year | 6.31% | 6.14% |
| 5 Year | 5.9% | 6.64% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.66% |
| Sharp | 2.02% | 2.49% |
| Beta | 0.48% | 0.49% |
| Alpha | 0.16% | 0.37% |
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 | 20.75 |
| Large Cap | 49.98 | 45.74 |
| Mid Cap | 21.37 | 28.84 |
| Small Cap | 3.14 | 4.67 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 24.02 | 18.27 |
| Energy | 4.98 | 3.75 |
| Technology | 4.58 | 5.17 |
| Consumer Cyclical | 7.35 | 11.52 |
| Basic Materials | 12.68 | 9.28 |
| Healthcare | 4.95 | 5.78 |
| Industrials | 6.52 | 8.87 |
| Financial Services | 21.75 | 24.16 |
| Consumer Defensive | 4.82 | 5.27 |
| Real Estate | 1.59 | 1.67 |
| Utilities | 2.35 | 2.05 |
| Communication Services | 4.42 | 4.21 |
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