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HDFC Arbitrage Fund vs Invesco India Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
Fund HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Low
Asset Size (Cr) ₹17654 Cr ₹18674 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Oct 2007 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 266.28% 2126%
Expense Ratio 0.97 1.06
Manager Anil Bamboli Deepak Gupta
ISIN Code INF179K01343 INF205K01122
Exits Load HDFC Arbitrage Fund - Wholesale - 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 HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
1 Month 0.47% 0.47%
6 Month 3.3% 3.29%
1 Year 7.22% 7.2%
3 Year 6.51% 6.8%
5 Year 5.26% 5.56%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
6 Month 1.62% 1.64%
1 Year 6.89% 6.91%
3 Year 7.18% 7.26%
5 Year 6.25% 6.45%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
1 Year 6.6% 6.42%
3 Year 6.41% 6.08%
5 Year 6.66% 6.85%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
Standard Deviation 0.61% 0.541%
Sharp 0.061% 0.748%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
Name Anil Bamboli Deepak Gupta
Total AUM ₹135442 Cr ₹12015 Cr
Fund Manage 12 2
HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option

Market Cap

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Invesco India Arbitrage Fund - Growth Option

Others 100.83613 100.68094
Large Cap 58.76485 49.88641
Small Cap 2.39479 5.36861
Mid Cap 11.09731 16.64916

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Invesco India Arbitrage Fund - Growth Option

Others 100.20481 100.25486
Energy 8.81644 7.6992
Utilities 3.49091 2.85747
Industrials 5.15784 8.90015
Technology 4.11031 3.82201
Basic Materials 9.04103 6.3061
Healthcare 2.43483 3.41082
Consumer Defensive 2.16225 2.95699
Financial Services 24.84613 26.7207
Consumer Cyclical 8.26231 6.50534
Real Estate 2.32235 0.85912
Communication Services 2.24387 2.29236

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