HDFC Arbitrage Fund vs Invesco India Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
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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