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Invesco India Arbitrage Fund vs Axis Arbitrage Fund compare

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tortoise-icon Invesco India Arbitrage Fund - Growth Option

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tortoise-icon Axis 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 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) ₹18674 Cr ₹5848 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Apr 2007 14 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 0.99
Manager Deepak Gupta Devang Shah
ISIN Code INF205K01122 INF846K01QC8
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 Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.66% 0.67%
6 Month 3.65% 3.55%
1 Year 7.38% 7.21%
3 Year 6.94% 6.46%
5 Year 5.58% 5.31%

SIP Return Analysis

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
6 Month 2.12% 2.07%
1 Year 7.36% 7.16%
3 Year 7.38% 7.12%
5 Year 6.53% 6.24%

Rolling Lumpsum Returns

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
1 Year 6.42% -
3 Year 6.08% -
5 Year 6.85% -

Risk Management

Scheme Name Invesco India Arbitrage Fund - Growth Option Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.542% 0.61%
Sharp 0.577% -0.476%
Beta - -
Alpha - -

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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
Funds Managed 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 100.68 100.01
Large Cap 49.89 53.26
Mid Cap 16.65 12.66
Small Cap 5.37 2.52

Sector Allocation

Scheme Name

Invesco India Arbitrage Fund - Growth Option

Axis Arbitrage Fund - Regular Plan - Growth

Others 100.25 99.67
Energy 7.7 6.54
Utilities 2.86 2.62
Industrials 8.9 4.77
Technology 3.82 4.02
Basic Materials 6.31 6.67
Healthcare 3.41 2.74
Consumer Defensive 2.96 2.3
Financial Services 26.72 27.09
Consumer Cyclical 6.51 7.26
Real Estate 0.86 2.2
Communication Services 2.29 2.59

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