Invesco India Arbitrage Fund vs Axis Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Arbitrage Fund - Growth Option

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - 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 Axis Arbitrage Fund - Regular Plan - Growth
Fund Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹16336 Cr ₹5237 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Apr 2007 20 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 2126% 64.15%
Expense Ratio 1.06 1.01
Manager Deepak Gupta Devang Shah
ISIN Code INF205K01122 INF846K01QC8
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 Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.58% 0.57%
6 Month 3.62% 3.65%
1 Year 7.66% 7.61%
3 Year 6.2% 5.86%
5 Year 5.42% 5.19%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.7% 3.68%
3 Year 10.7% 10.1%
5 Year 15.93% 15.06%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.82% 4.59%
3 Year 12.58% 11.86%
5 Year 16.12% 15.25%

Risk Management

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.66% 0.66%
Sharp -0.86% -1.31%
Beta 0.79% 0.8%
Alpha -0.03% -0.34%

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 Axis Arbitrage Fund - Regular Plan - Growth
Name Deepak Gupta Devang Shah
Total AUM ₹12015 Cr ₹60014 Cr
Fund Manage 2 15
Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Arbitrage Fund - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others -42.19 26.31
Large Cap 34.55 38.5
Mid Cap 5.64 7.49
Small Cap 1.74 1.58

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Automobile -7.0776717819854E-16 -0.01
Financial -0.13 1.65
Capital Goods -0.02 -0.02
Consumer Staples -0.019999999999999 0.01
Chemicals -2.7755575615629E-17 -5.5511151231258E-17
Metals & Mining -0.04 -0.06
Energy -0.04 -0.050000000000002
Healthcare -0.01 -0.02
Construction 0 0.07
Consumer Discretionary 0 0
Services 0 1.0408340855861E-17
Diversified 0 0
Materials -2.2204460492503E-16 -0.0099999999999998
Technology 0 -
Others - 72.33
Communication - -0.01

Top Comparisons

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

3Y Returns5.46%

VS

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns5.76%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns23.65%

Compare Now

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns5.63%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns5.44%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns19.22%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns23.72%

Compare Now
Request call back
Add to Cart Successfully