HSBC Arbitrage Fund vs Invesco India Arbitrage Fund compare

Overview

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Fund	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹18584 Cr	₹2441 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Apr 2007	30 Jun 2014
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	2126%	299%
Expense Ratio	1.06	0.93
Manager	Deepak Gupta	Mahesh A Chhabria
ISIN Code	INF205K01122	INF917K01QL8
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	HSBC Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
1 Month	0.61%	0.59%
6 Month	3.51%	3.38%
1 Year	7.84%	7.58%
3 Year	6.64%	6.05%
5 Year	5.53%	5.32%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
6 Month	-	-
1 Year	7.21%	6.9%
3 Year	7.2%	6.81%
5 Year	6.29%	5.92%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
1 Year	6.39%	6.09%
3 Year	6.07%	5.62%
5 Year	6.86%	5.27%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Standard Deviation	0.66%	0.68%
Sharp	-0.86%	-1.55%
Beta	0.79%	0.86%
Alpha	-0.03%	-0.51%

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Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Name	Deepak Gupta	Mahesh A Chhabria
Total AUM	₹12015 Cr	₹15021 Cr
Fund Manage	2	9
	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Others	29.06	3.57
Large Cap	51.72	39.79
Mid Cap	14.46	12.31
Small Cap	4.76	3.44

Scheme Name	Invesco India Arbitrage Fund - Growth Option	HSBC Arbitrage Fund - Regular Growth
Others	29.06	-1.1
Petroleum Products	7.79	-
Electrical Equipment	1.48	-
Industrial Products	0.83	-
IT - Software	5.92	-
Pharmaceuticals & Biotechnology	1.88	-
IT - Services	0.01	-
Cement & Cement Products	0.93	-
Personal Products	0.87	-
Construction	0.4	0.03
Finance	5.81	-
Capital Markets	0.87	-
Banks	10.06	-
Diversified FMCG	0.94	-
Non - Ferrous Metals	0.83	-
Agricultural, Commercial & Construction Vehicles	0.02	-
Chemicals & Petrochemicals	1.49	-
Leisure Services	0.22	-
Automobiles	7.58	-
Aerospace & Defense	2.26	-
Ferrous Metals	1.51	-
Fertilizers & Agrochemicals	0.7	-
Transport Services	1.15	-
Telecom - Services	2.16	-
Insurance	0.15	-
Gas	0.77	-
Consumer Durables	1.15	-
Entertainment	0.24	-
Agricultural Food & other Products	0.46	-
Diversified Metals	0.1	-
Oil	1.2	-
Food Products	0.34	-
Power	2.9	-
Realty	0.8	-
Auto Components	1.1	-
Healthcare Services	0.31	-
Metals & Minerals Trading	2.61	-
Minerals & Mining	0.77	-
Retailing	0.92	-
Transport Infrastructure	1.22	-
Textiles & Apparels	0.03	-
Beverages	0.16	-
Energy	-	6.01
Technology	-	0.46
Consumer Staples	-	4.77
Metals & Mining	-	7.72
Financial	-	26.45
Healthcare	-	1.79
Materials	-	0.54
Automobile	-	4.22
Chemicals	-	1.18
Services	-	1.5
Communication	-	3.2
Capital Goods	-	2.2
Consumer Discretionary	-	0.11
Diversified	-	0.03