HDFC Arbitrage Fund vs Invesco India Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

Invest Now

tortoise-icon Invesco India Arbitrage Fund - Growth Option

Invest Now

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 Low Low
Asset Size (Cr) ₹13061 Cr ₹16336 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 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 0.93 1.06
Manager Anil Bamboli Deepak Gupta
ISIN Code INF179K01343 INF205K01122
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.50% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
1 Month 0.58% 0.58%
6 Month 3.63% 3.62%
1 Year 7.71% 7.66%
3 Year 5.83% 6.2%
5 Year 5.13% 5.42%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
6 Month - -
1 Year 3.71% 3.7%
3 Year 10.31% 10.7%
5 Year 15.16% 15.93%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
1 Year 4.55% 4.82%
3 Year 11.86% 12.58%
5 Year 15.32% 16.12%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option Invesco India Arbitrage Fund - Growth Option
Standard Deviation 0.69% 0.66%
Sharp -1.29% -0.86%
Beta 0.87% 0.79%
Alpha -0.33% -0.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.79 -42.19
Large Cap 46.05 34.55
Mid Cap 9.03 5.64
Small Cap 2.21 1.74

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

Invesco India Arbitrage Fund - Growth Option

Others 3.02 -
Energy 12.3 -0.04
Technology 0.61 0
Materials 2.45 -2.2204460492503E-16
Consumer Staples 3.7 -0.019999999999999
Construction 2.99 0
Metals & Mining 6.73 -0.04
Financial 20.22 -0.13
Automobile 0.59 -7.0776717819854E-16
Healthcare 3.07 -0.01
Services 2.46 0
Chemicals 1.34 -2.7755575615629E-17
Capital Goods 1.52 -0.02
Communication 0.83 -
Consumer Discretionary 0.08 0
Diversified 0.17 0

Top Comparisons

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns16.7%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns16.7%

Compare Now

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns14.87%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns14.74%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.28%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.28%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully