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Bajaj Finserv Arbitrage Fund Regular vs Invesco India Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹951 Cr | ₹18674 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 15 Sep 2023 | 30 Apr 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Turn Over | % | 2126% |
| Expense Ratio | 0.95 | 1.06 |
| Manager | Siddharth Chaudhary | Deepak Gupta |
| ISIN Code | INF0QA701490 | INF205K01122 |
| Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 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 | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.62% | 0.66% |
| 6 Month | 3.37% | 3.65% |
| 1 Year | 6.75% | 7.38% |
| 3 Year | - | 6.94% |
| 5 Year | - | 5.58% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.97% | 2.12% |
| 1 Year | 6.76% | 7.36% |
| 3 Year | - | 7.38% |
| 5 Year | - | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.8% | 6.42% |
| 3 Year | - | 6.08% |
| 5 Year | - | 6.85% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 0.542% |
| Sharp | - | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Deepak Gupta |
| Total AUM | ₹7136 Cr | ₹12015 Cr |
| Funds Managed | 8 | 2 |
| Bajaj Finserv Arbitrage Fund Regular - Growth | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 27.37 | 100.68 |
| Large Cap | 58.2 | 49.89 |
| Small Cap | 2.57 | 5.37 |
| Mid Cap | 11.86 | 16.65 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 27.03 | 100.25 |
| Energy | 9.44 | 7.7 |
| Utilities | 5.05 | 2.86 |
| Industrials | 6.42 | 8.9 |
| Technology | 2.47 | 3.82 |
| Basic Materials | 5.28 | 6.31 |
| Healthcare | 1.96 | 3.41 |
| Consumer Defensive | 1.5 | 2.96 |
| Financial Services | 29.56 | 26.72 |
| Consumer Cyclical | 5.92 | 6.51 |
| Communication Services | 4.48 | 2.29 |
| Real Estate | 0.88 | 0.86 |
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