HSBC Arbitrage Fund vs Invesco India Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Arbitrage Fund - Growth Option

Invest Now

tortoise-icon HSBC Arbitrage Fund - Regular Growth

Invest Now

Chart Comparison

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

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) ₹16336 Cr ₹2419 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 0.95
Manager Deepak Gupta Mahesh A Chhabria
ISIN Code INF205K01122 INF917K01QL8
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option HSBC Arbitrage Fund - Regular Growth
1 Month 0.58% 0.56%
6 Month 3.62% 3.46%
1 Year 7.66% 7.47%
3 Year 6.2% 5.64%
5 Year 5.42% 5.23%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 3.7% 3.59%
3 Year 10.7% 9.97%
5 Year 15.93% 14.94%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option HSBC Arbitrage Fund - Regular Growth
1 Year 4.82% 4.62%
3 Year 12.58% 11.73%
5 Year 16.12% 15.09%

Risk Management

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%

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 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

Market Cap

Scheme Name

Invesco India Arbitrage Fund - Growth Option

HSBC Arbitrage Fund - Regular Growth

Large Cap 34.55 39.79
Mid Cap 5.64 12.31
Small Cap 1.74 3.44
Others -42.19 3.57

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

HSBC Arbitrage Fund - Regular Growth

Financial -0.13 26.45
Energy -0.039999999999998 6.01
Capital Goods -0.02 2.2
Metals & Mining -0.039999999999999 7.72
Automobile -4.4408920985006E-16 4.22
Consumer Staples -0.019999999999999 4.77
Construction 0 0.03
Services 0 1.5
Materials 2.2204460492503E-16 0.54
Healthcare -0.01 1.79
Technology 0 0.46
Chemicals 2.7755575615629E-17 1.18
Diversified 0 0.03
Consumer Discretionary 0 0.11
Others - -1.1
Communication - 3.2

Top Comparisons

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns5.81%

VS

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.46%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.4%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns5.94%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns19.34%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns22.88%

Compare Now

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns18.87%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns14.29%

Compare Now
Request call back
Add to Cart Successfully