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) | ₹39824 Cr | ₹24205 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 | 0.46% | 0.45% |
6 Month | 3.28% | 3.15% |
1 Year | 6.85% | 6.75% |
3 Year | 7.14% | 7.14% |
5 Year | 5.8% | 5.8% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
6 Month | 1.63% | 1.59% |
1 Year | 6.85% | 6.69% |
3 Year | 7.22% | 7.17% |
5 Year | 6.65% | 6.64% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
1 Year | 6.52% | 6.49% |
3 Year | 6.17% | 6.11% |
5 Year | 6.93% | 6.77% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Standard Deviation | 0.38% | 0.35% |
Sharp | 1.30% | 1.38% |
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 | 32.34 | 27.38 |
Large Cap | 49.76 | 44.86 |
Mid Cap | 15.17 | 22.41 |
Small Cap | 2.74 | 5.34 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
Invesco India Arbitrage Fund - Growth Option |
---|---|---|
Others | 30.85 | 26.15 |
Energy | 4.69 | 7.56 |
Utilities | 3.11 | 4.72 |
Industrials | 5.61 | 7.16 |
Technology | 6.2 | 6.23 |
Basic Materials | 6.49 | 6.37 |
Healthcare | 4.2 | 5.66 |
Consumer Defensive | 4.31 | 4.59 |
Financial Services | 26.08 | 22.9 |
Consumer Cyclical | 5.05 | 4.42 |
Real Estate | 1.28 | 2.05 |
Communication Services | 2.13 | 2.2 |
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