Nippon India Arbitrage Fund vs Invesco India Arbitrage Fund compare

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tortoise-icon Nippon India Arbitrage Fund - Growth Plan - Growth Option

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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Chart Comparison

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

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) ₹15156 Cr ₹18584 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 1.08 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 0.67% 0.7%
6 Month 3.37% 3.5%
1 Year 7.25% 7.41%
3 Year 6.28% 6.75%
5 Year 5.36% 5.57%

SIP Return Analysis

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Invesco India Arbitrage Fund - Growth Option
6 Month - -
1 Year 6.98% 7.19%
3 Year 6.95% 7.23%
5 Year 6.06% 6.35%

Rolling Lumpsum Returns

Scheme Name Nippon India Arbitrage Fund - Growth Plan - Growth Option Invesco India Arbitrage Fund - Growth Option
1 Year 6.54% 6.39%
3 Year 6.29% 6.07%
5 Year 6.31% 6.86%

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 -1.41% -0.86%
Beta 0.8% 0.79%
Alpha -0.4% -0.03%

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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
Fund Manage 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 100.38 29.06
Large Cap 52.9 51.72
Mid Cap 13.97 14.46
Small Cap 3.8 4.76

Sector Allocation

Scheme Name

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Invesco India Arbitrage Fund - Growth Option

Others 100.38 29.06
Petroleum Products 5.15 7.79
Electrical Equipment 1.06 1.48
Industrial Products 0.33 0.83
IT - Software 3.43 5.92
Pharmaceuticals & Biotechnology 5.68 1.88
Cement & Cement Products 1.25 0.93
Personal Products 0.45 0.87
Construction 0.85 0.4
Finance 4.12 5.81
Banks 15.48 10.06
Diversified FMCG 2.6 0.94
Non - Ferrous Metals 2.56 0.83
Agricultural, Commercial & Construction Vehicles 0.08 0.02
Chemicals & Petrochemicals 0.76 1.49
Automobiles 1.25 7.58
Aerospace & Defense 4.16 2.26
Ferrous Metals 1.55 1.51
Fertilizers & Agrochemicals 0.26 0.7
Realty 0.46 0.8
Transport Services 0.21 1.15
Telecom - Services 2.43 2.16
Insurance 1.21 0.15
Capital Markets 0.05 0.87
Gas 0.27 0.77
Consumer Durables 1.61 1.15
Agricultural Food & other Products 0.36 0.46
Diversified Metals 2.76 0.1
Oil 0.27 1.2
Food Products 0.14 0.34
Power 1.77 2.9
Auto Components 1.14 1.1
Leisure Services 0.68 0.22
Healthcare Services 0.14 0.31
Metals & Minerals Trading 2.44 2.61
Consumable Fuels 0.85 -
Minerals & Mining 0.06 0.77
Retailing 0.87 0.92
Transport Infrastructure 1.78 1.22
Beverages 0.15 0.16
IT - Services - 0.01
Entertainment - 0.24
Textiles & Apparels - 0.03

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