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SBI Arbitrage Opportunities Fund vs Invesco India Arbitrage Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹39859 Cr | ₹27151 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 2126% |
| Expense Ratio | 0.94 | 1.06 |
| Manager | R Arun | Deepak Gupta |
| ISIN Code | INF200K01156 | INF205K01122 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.52% | 0.53% |
| 6 Month | 2.96% | 2.94% |
| 1 Year | 6.63% | 6.52% |
| 3 Year | 7.24% | 7.2% |
| 5 Year | 5.96% | 5.95% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 1.53% |
| 1 Year | 6.28% | 6.26% |
| 3 Year | 6.94% | 6.93% |
| 5 Year | 6.63% | 6.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.56% | 6.5% |
| 3 Year | 6.23% | 6.13% |
| 5 Year | 6.89% | 6.66% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.69% | 0.66% |
| Sharp | 2.42% | 2.43% |
| Beta | 0.48% | 0.49% |
| Alpha | 0.47% | 0.44% |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | R Arun | Deepak Gupta |
| Total AUM | ₹207055 Cr | ₹12015 Cr |
| Funds Managed | 8 | 2 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 25.29 | 21.44 |
| Large Cap | 53.14 | 47.73 |
| Mid Cap | 18.48 | 24.67 |
| Small Cap | 3.1 | 6.17 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 23.68 | 20.6 |
| Energy | 5.83 | 5.08 |
| Industrials | 7.24 | 8.47 |
| Technology | 6.25 | 4.29 |
| Healthcare | 3.96 | 4.1 |
| Consumer Defensive | 4.95 | 4.52 |
| Financial Services | 27.65 | 28.77 |
| Basic Materials | 7.07 | 7.36 |
| Consumer Cyclical | 5.59 | 8.45 |
| Real Estate | 1.61 | 1.76 |
| Utilities | 2.8 | 2.9 |
| Communication Services | 3.36 | 3.7 |
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