Parag Parikh Arbitrage Fund Regular vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Parag Parikh Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27562 Cr | ₹1971 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 02 Nov 2023 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | BSE Liquid Rate Index |
| Turn Over | 2126% | % |
| Expense Ratio | 1.06 | 0.66 |
| Manager | Deepak Gupta | Rajeev Thakkar |
| ISIN Code | INF205K01122 | INF879O01217 |
| 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 | Parag Parikh Arbitrage Fund - Regular Plan - 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 | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.46% | 0.45% |
| 6 Month | 2.87% | 2.8% |
| 1 Year | 6.43% | 6.23% |
| 3 Year | 7.14% | - |
| 5 Year | 5.97% | - |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.4% |
| 1 Year | 5.95% | 5.8% |
| 3 Year | 6.8% | - |
| 5 Year | 6.61% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.5% | 7.05% |
| 3 Year | 6.13% | - |
| 5 Year | 6.65% | - |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.66% | - |
| Sharp | 2.74% | - |
| Beta | 0.47% | - |
| Alpha | 0.52% | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Deepak Gupta | Rajeev Thakkar |
| Total AUM | ₹12015 Cr | ₹0 Cr |
| Funds Managed | 2 | 5 |
| Invesco India Arbitrage Fund - Growth Option | Parag Parikh Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 27.26 | 26.42 |
| Large Cap | 41.82 | 54.58 |
| Mid Cap | 24.93 | 16.28 |
| Small Cap | 5.99 | 2.71 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 25.62 | 24.27 |
| Energy | 3.37 | 5.33 |
| Industrials | 7.54 | 8.93 |
| Technology | 4.7 | 2.41 |
| Basic Materials | 7.91 | 7.53 |
| Healthcare | 4.07 | 1.05 |
| Consumer Defensive | 5.15 | 1.4 |
| Financial Services | 23.24 | 33.47 |
| Consumer Cyclical | 10.84 | 6.57 |
| Utilities | 1.64 | 2.39 |
| Communication Services | 4.01 | 4.93 |
| Real Estate | 1.91 | 1.71 |
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