Invesco India Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Arbitrage Fund - Regular Plan - 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 Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Fund Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹16336 Cr ₹12045 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Apr 2007 24 Jul 2009
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 2126% 1085%
Expense Ratio 1.06 1.03
Manager Deepak Gupta Pranav Gupta
ISIN Code INF205K01122 INF209K01264
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.57%
6 Month 3.62% 3.56%
1 Year 7.66% 7.56%
3 Year 6.2% 5.77%
5 Year 5.42% 5.2%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.7% 3.64%
3 Year 10.7% 10.13%
5 Year 15.93% 15.11%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Year 4.82% 4.61%
3 Year 12.58% 11.88%
5 Year 16.12% 15.3%

Risk Management

Scheme Name Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.66% 0.66%
Sharp -0.86% -1.41%
Beta 0.79% 0.83%
Alpha -0.03% -0.41%

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Fund Managers

Scheme Name Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Name Deepak Gupta Pranav Gupta
Total AUM ₹12015 Cr ₹10003 Cr
Fund Manage 2 9
Invesco India Arbitrage Fund - Growth Option Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Arbitrage Fund - Growth Option

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Others -42.19 -45.43
Large Cap 34.55 35.12
Mid Cap 5.64 7.88
Small Cap 1.74 2.28

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Automobile -7.0776717819854E-16 -0.0099999999999997
Financial -0.13 -0.080000000000001
Capital Goods -0.02 -0.02
Consumer Staples -0.019999999999999 0
Chemicals -2.7755575615629E-17 0
Metals & Mining -0.04 -0.06
Energy -0.04 -0.049999999999999
Healthcare -0.01 0.01
Construction 0 -0.01
Consumer Discretionary 0 -
Services 0 0.05
Diversified 0 0
Materials -2.2204460492503E-16 0.03
Technology 0 -0.0099999999999999

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