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Invesco India Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
Invesco India Arbitrage Fund - Growth Option
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹18674 Cr | ₹353 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Apr 2007 | 25 Jan 2019 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | % |
| Expense Ratio | 1.06 | 0.99 |
| Manager | Deepak Gupta | Pratik Harish Shroff |
| ISIN Code | INF205K01122 | INF767K01PL9 |
| 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 | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.88% | 0.85% |
| 6 Month | 3.66% | 3.52% |
| 1 Year | 7.32% | 6.91% |
| 3 Year | 6.96% | 6.32% |
| 5 Year | 5.68% | 5.04% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.86% | 1.81% |
| 1 Year | 7.28% | 7.02% |
| 3 Year | 7.39% | 6.89% |
| 5 Year | 6.58% | 6% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.42% | 4.29% |
| 3 Year | 6.08% | 4.13% |
| 5 Year | 6.85% | 4.79% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.542% | 0.66% |
| Sharp | 0.577% | -1.92% |
| Beta | - | 0.65% |
| Alpha | - | -0.87% |
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Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Deepak Gupta | Pratik Harish Shroff |
| Total AUM | ₹12015 Cr | ₹2586 Cr |
| Funds Managed | 2 | 10 |
| Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 100.68 | 33.96 |
| Large Cap | 49.89 | 52.33 |
| Mid Cap | 16.65 | 10.83 |
| Small Cap | 5.37 | 2.89 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 100.25 | 33.96 |
| Energy | 7.7 | 8.2 |
| Utilities | 2.86 | 4.17 |
| Industrials | 8.9 | 5.73 |
| Technology | 3.82 | 3.11 |
| Basic Materials | 6.31 | 3.74 |
| Healthcare | 3.41 | 0.93 |
| Consumer Defensive | 2.96 | 2.12 |
| Financial Services | 26.72 | 26.43 |
| Consumer Cyclical | 6.51 | 8.44 |
| Real Estate | 0.86 | 1.53 |
| Communication Services | 2.29 | 1.64 |
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