- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27023 Cr | ₹9167 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 1110% |
| Expense Ratio | 1.06 | 0.74 |
| Manager | Deepak Gupta | Deepesh Agarwal |
| ISIN Code | INF205K01122 | INF789FB1RJ0 |
| 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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.54% | 0.52% |
| 6 Month | 2.79% | 2.79% |
| 1 Year | 6.51% | 6.65% |
| 3 Year | 7.13% | 7.1% |
| 5 Year | 5.85% | 5.71% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 1.46% |
| 1 Year | 6.22% | 6.3% |
| 3 Year | 6.97% | 7.03% |
| 5 Year | 6.62% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.51% | 6.86% |
| 3 Year | 6.12% | 6.69% |
| 5 Year | 6.73% | 6.96% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.41% |
| Sharp | 1.05% | 0.79% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Gupta | Deepesh Agarwal |
| Total AUM | ₹12015 Cr | ₹35015 Cr |
| Funds Managed | 2 | 9 |
| Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.41 | 21.57 |
| Large Cap | 51.93 | 54.1 |
| Mid Cap | 25.14 | 20.86 |
| Small Cap | 4.52 | 3.48 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.17 | 20.38 |
| Energy | 7.52 | 5 |
| Industrials | 6.73 | 5.25 |
| Technology | 5.66 | 4.27 |
| Basic Materials | 7.93 | 8.05 |
| Healthcare | 3.11 | 4.02 |
| Consumer Defensive | 3.76 | 5.05 |
| Financial Services | 28.11 | 31.03 |
| Consumer Cyclical | 10.83 | 9.56 |
| Real Estate | 2.64 | 1.54 |
| Utilities | 3.91 | 2.09 |
| Communication Services | 2.64 | 3.74 |
Top Comparisons
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns19.69%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.8%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.73%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.59%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.11%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.75%
