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Invesco India Arbitrage Fund vs UTI Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹18674 Cr | ₹6518 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 1110% |
| Expense Ratio | 1.06 | 0.74 |
| Manager | Deepak Gupta | Deepesh Agarwal |
| ISIN Code | INF205K01122 | INF789FB1RJ0 |
| 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 | UTI 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 | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.46% | 0.47% |
| 6 Month | 3.24% | 3.34% |
| 1 Year | 7.21% | 7.29% |
| 3 Year | 6.84% | 6.51% |
| 5 Year | 5.56% | 5.43% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.64% | 1.64% |
| 1 Year | 7.08% | 7.07% |
| 3 Year | 7.32% | 7.24% |
| 5 Year | 6.48% | 6.3% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.42% | 6.72% |
| 3 Year | 6.08% | 6.66% |
| 5 Year | 6.85% | 7.02% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.542% | 0.617% |
| Sharp | 0.577% | -0.152% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Gupta | Deepesh Agarwal |
| Total AUM | ₹12015 Cr | ₹35015 Cr |
| Fund Manage | 2 | 9 |
| Invesco India Arbitrage Fund - Growth Option | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100.68094 | 97.09851 |
| Large Cap | 49.88641 | 44.4869 |
| Mid Cap | 16.64916 | 11.53975 |
| Small Cap | 5.36861 | 2.46859 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100.25486 | 97.05087 |
| Energy | 7.6992 | 5.74648 |
| Utilities | 2.85747 | 2.2024 |
| Industrials | 8.90015 | 5.12639 |
| Technology | 3.82201 | 3.79464 |
| Basic Materials | 6.3061 | 5.89876 |
| Healthcare | 3.41082 | 2.42946 |
| Consumer Defensive | 2.95699 | 1.48857 |
| Financial Services | 26.7207 | 22.63458 |
| Consumer Cyclical | 6.50534 | 5.77161 |
| Real Estate | 0.85912 | 1.43333 |
| Communication Services | 2.29236 | 2.01666 |
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