LIC MF Arbitrage Fund Regular vs Invesco India Arbitrage Fund 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% | 6.93% |
3 Year | 6.96% | 6.32% |
5 Year | 5.68% | 5.03% |
SIP Return Analysis
Scheme Name | Invesco India Arbitrage Fund - Growth Option | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.76% | 1.69% |
1 Year | 7.13% | 6.82% |
3 Year | 7.34% | 6.83% |
5 Year | 6.55% | 5.96% |
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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