- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Arbitrage Fund vs Tata Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹18674 Cr | ₹12921 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 487.73% |
| Expense Ratio | 1.06 | 1.08 |
| Manager | Deepak Gupta | Sailesh Jain |
| ISIN Code | INF205K01122 | INF277K015Q7 |
| 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 | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.47% | 0.43% |
| 6 Month | 3.29% | 3.21% |
| 1 Year | 7.2% | 7.03% |
| 3 Year | 6.8% | 6.36% |
| 5 Year | 5.56% | 5.43% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.64% | 1.56% |
| 1 Year | 6.91% | 6.66% |
| 3 Year | 7.26% | 7.01% |
| 5 Year | 6.45% | 6.14% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.42% | 5.21% |
| 3 Year | 6.08% | 4.79% |
| 5 Year | 6.85% | 5.34% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.541% | 0.593% |
| Sharp | 0.748% | -0.246% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Gupta | Sailesh Jain |
| Total AUM | ₹12015 Cr | ₹17041 Cr |
| Fund Manage | 2 | 7 |
| Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100.68094 | 101.54023 |
| Large Cap | 49.88641 | 46.7478 |
| Mid Cap | 16.64916 | 15.20246 |
| Small Cap | 5.36861 | 2.95002 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100.25486 | 100.8235 |
| Energy | 7.6992 | 7.06194 |
| Utilities | 2.85747 | 3.52263 |
| Industrials | 8.90015 | 6.0607 |
| Technology | 3.82201 | 2.15455 |
| Basic Materials | 6.3061 | 8.71241 |
| Healthcare | 3.41082 | 1.77008 |
| Consumer Defensive | 2.95699 | 3.14621 |
| Financial Services | 26.7207 | 19.95537 |
| Consumer Cyclical | 6.50534 | 8.77181 |
| Real Estate | 0.85912 | 1.52861 |
| Communication Services | 2.29236 | 2.9327 |
Top Comparisons
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns17.48%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns18.46%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns18.18%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.23%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns5.99%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.35%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.35%
