SBI Arbitrage Opportunities Fund vs Invesco India Arbitrage Fund compare

SBI Arbitrage Opportunities Fund vs Invesco India Arbitrage Fund compare

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SBI Arbitrage Opportunities Fund - Regular Plan - Gr

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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	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)	₹41714 Cr	₹27562 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	0.61%	0.63%
6 Month	2.96%	3.02%
1 Year	6.51%	6.44%
3 Year	7.17%	7.14%
5 Year	6.05%	6.04%

SIP Return Analysis

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Invesco India Arbitrage Fund - Growth Option
6 Month	1.52%	1.59%
1 Year	6.14%	6.22%
3 Year	6.83%	6.84%
5 Year	6.64%	6.66%

Rolling Lumpsum Returns

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Invesco India Arbitrage Fund - Growth Option
1 Year	6.55%	6.49%
3 Year	6.25%	6.14%
5 Year	6.84%	6.64%

Risk Management

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Invesco India Arbitrage Fund - Growth Option
Standard Deviation	0.69%	0.66%
Sharp	2.48%	2.49%
Beta	0.47%	0.49%
Alpha	0.43%	0.37%

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	27.29	27.26
Large Cap	50.97	41.82
Mid Cap	18.34	24.93
Small Cap	3.4	5.99

Sector Allocation

Scheme Name	SBI Arbitrage Opportunities Fund - Regular Plan - Gr	Invesco India Arbitrage Fund - Growth Option
Others	25.36	25.62
Energy	4.5	3.37
Industrials	6.41	7.48
Technology	5.95	4.7
Basic Materials	8.01	7.91
Healthcare	4.23	4.07
Consumer Defensive	4.8	5.15
Financial Services	26.49	23.24
Consumer Cyclical	6.59	10.91
Real Estate	1.66	1.91
Utilities	2.39	1.64
Communication Services	3.61	4.01

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