HSBC Arbitrage Fund vs Invesco India Arbitrage Fund compare

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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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 0.77% 0.78%
6 Month 3.69% 3.5%
1 Year 7.72% 7.42%
3 Year 6.59% 5.97%
5 Year 5.5% 5.3%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 7.35% 7%
3 Year 7.18% 6.75%
5 Year 6.24% 5.86%

Rolling Lumpsum Returns

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%

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%

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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

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

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

HSBC Arbitrage Fund - Regular Growth

Automobile -7.0776717819854E-16 4.22
Financial -0.13 26.45
Capital Goods -0.02 2.2
Consumer Staples -0.019999999999999 4.77
Chemicals -2.7755575615629E-17 1.18
Metals & Mining -0.04 7.72
Energy -0.04 6.01
Healthcare -0.01 1.79
Construction 0 0.03
Consumer Discretionary 0 0.11
Services 0 1.5
Diversified 0 0.03
Materials -2.2204460492503E-16 0.54
Technology 0 0.46
Others - -1.1
Communication - 3.2

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