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) | ₹39217 Cr | ₹27023 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 | 0.51% | 0.52% |
6 Month | 3.06% | 2.98% |
1 Year | 6.71% | 6.61% |
3 Year | 7.17% | 7.15% |
5 Year | 5.87% | 5.86% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.34% | 1.34% |
1 Year | 6.12% | 6.01% |
3 Year | 6.95% | 6.9% |
5 Year | 6.57% | 6.57% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 6.55% | 6.51% |
3 Year | 6.19% | 6.12% |
5 Year | 6.91% | 6.73% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | 0.40% | 0.39% |
Sharp | 1.04% | 1.05% |
Beta | - | - |
Alpha | - | - |
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 | 33.12 | 28.99 |
Large Cap | 49.41 | 42.72 |
Mid Cap | 14.99 | 23.92 |
Small Cap | 2.48 | 4.36 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 31.29 | 27.55 |
Energy | 4.78 | 7.27 |
Utilities | 2.76 | 3.28 |
Industrials | 5.58 | 6.32 |
Technology | 5.66 | 6.42 |
Basic Materials | 5.28 | 5.58 |
Healthcare | 3.74 | 4.46 |
Consumer Defensive | 4.13 | 3.13 |
Financial Services | 26.81 | 23.81 |
Consumer Cyclical | 6.26 | 7.32 |
Real Estate | 1.36 | 2.44 |
Communication Services | 2.36 | 2.42 |
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