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Invesco India Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹17654 Cr | ₹18674 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 30 Apr 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 266.28% | 2126% |
| Expense Ratio | 0.97 | 1.06 |
| Manager | Anil Bamboli | Deepak Gupta |
| ISIN Code | INF179K01343 | INF205K01122 |
| Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 0.52% |
| 6 Month | 3.4% | 3.41% |
| 1 Year | 7.3% | 7.32% |
| 3 Year | 6.79% | 6.98% |
| 5 Year | 5.39% | 5.62% |
SIP Return Analysis
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.7% | 1.72% |
| 1 Year | 6.99% | 7.02% |
| 3 Year | 7.28% | 7.34% |
| 5 Year | 6.41% | 6.59% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 6.6% | 6.42% |
| 3 Year | 6.41% | 6.08% |
| 5 Year | 6.66% | 6.85% |
Risk Management
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.607% | 0.542% |
| Sharp | -0.076% | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Deepak Gupta |
| Total AUM | ₹135442 Cr | ₹12015 Cr |
| Funds Managed | 12 | 2 |
| HDFC Arbitrage Fund - Wholesale Growth Option | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 100.84 | 100.68 |
| Large Cap | 58.76 | 49.89 |
| Small Cap | 2.39 | 5.37 |
| Mid Cap | 11.1 | 16.65 |
Sector Allocation
| Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 100.2 | 100.25 |
| Energy | 8.82 | 7.7 |
| Utilities | 3.49 | 2.86 |
| Industrials | 5.16 | 8.9 |
| Technology | 4.11 | 3.82 |
| Basic Materials | 9.04 | 6.31 |
| Healthcare | 2.43 | 3.41 |
| Consumer Defensive | 2.16 | 2.96 |
| Financial Services | 24.85 | 26.72 |
| Consumer Cyclical | 8.26 | 6.51 |
| Real Estate | 2.32 | 0.86 |
| Communication Services | 2.24 | 2.29 |
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