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) | ₹23900 Cr | ₹7863 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 | 0.49% | 0.46% |
6 Month | 3.32% | 3.42% |
1 Year | 6.91% | 7.02% |
3 Year | 7.15% | 7% |
5 Year | 5.75% | 5.63% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.57% | 1.6% |
1 Year | 6.71% | 6.87% |
3 Year | 7.21% | 7.26% |
5 Year | 6.62% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.46% | 6.8% |
3 Year | 6.1% | 6.66% |
5 Year | 6.82% | 6.98% |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.47% | 0.54% |
Sharp | 0.72% | 0.31% |
Beta | - | - |
Alpha | - | - |
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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 | 21.19 | 31.6 |
Large Cap | 46.39 | 47.39 |
Small Cap | 8.26 | 4.17 |
Mid Cap | 24.16 | 16.85 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 19.87 | 29.51 |
Energy | 4.61 | 5.93 |
Utilities | 5.15 | 1.64 |
Industrials | 7.01 | 4.78 |
Technology | 6.92 | 5.56 |
Basic Materials | 7.56 | 8.19 |
Healthcare | 6.23 | 4.94 |
Consumer Defensive | 7.69 | 4.88 |
Financial Services | 24.35 | 23.91 |
Consumer Cyclical | 6.48 | 6.67 |
Communication Services | 2.71 | 3.11 |
Real Estate | 1.44 | 0.88 |
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