Axis Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹18674 Cr | ₹5848 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Apr 2007 | 14 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 2126% | 64.15% |
Expense Ratio | 1.06 | 0.99 |
Manager | Deepak Gupta | Devang Shah |
ISIN Code | INF205K01122 | INF846K01QC8 |
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 | Axis 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 | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.64% | 0.65% |
6 Month | 3.61% | 3.51% |
1 Year | 7.29% | 7.13% |
3 Year | 6.93% | 6.43% |
5 Year | 5.57% | 5.3% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.12% | 2.07% |
1 Year | 7.36% | 7.16% |
3 Year | 7.38% | 7.12% |
5 Year | 6.53% | 6.24% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.42% | - |
3 Year | 6.08% | - |
5 Year | 6.85% | - |
Risk Management
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.542% | 0.61% |
Sharp | 0.577% | -0.476% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Gupta | Devang Shah |
Total AUM | ₹12015 Cr | ₹60014 Cr |
Funds Managed | 2 | 15 |
Invesco India Arbitrage Fund - Growth Option | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 100.68 | 100.01 |
Large Cap | 49.89 | 53.26 |
Mid Cap | 16.65 | 12.66 |
Small Cap | 5.37 | 2.52 |
Sector Allocation
Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 100.25 | 99.67 |
Energy | 7.7 | 6.54 |
Utilities | 2.86 | 2.62 |
Industrials | 8.9 | 4.77 |
Technology | 3.82 | 4.02 |
Basic Materials | 6.31 | 6.67 |
Healthcare | 3.41 | 2.74 |
Consumer Defensive | 2.96 | 2.3 |
Financial Services | 26.72 | 27.09 |
Consumer Cyclical | 6.51 | 7.26 |
Real Estate | 0.86 | 2.2 |
Communication Services | 2.29 | 2.59 |
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