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Tata Arbitrage Fund vs Invesco India 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 | 0.64% | 0.67% |
| 6 Month | 3.61% | 3.54% |
| 1 Year | 7.29% | 7.14% |
| 3 Year | 6.93% | 6.5% |
| 5 Year | 5.57% | 5.41% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.12% | 2.09% |
| 1 Year | 7.36% | 7.21% |
| 3 Year | 7.38% | 7.17% |
| 5 Year | 6.53% | 6.25% |
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 | 0.542% | 0.592% |
| Sharp | 0.577% | -0.416% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 100.68 | 101.54 |
| Large Cap | 49.89 | 46.75 |
| Mid Cap | 16.65 | 15.2 |
| Small Cap | 5.37 | 2.95 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100.25 | 100.82 |
| Energy | 7.7 | 7.06 |
| Utilities | 2.86 | 3.52 |
| Industrials | 8.9 | 6.06 |
| Technology | 3.82 | 2.15 |
| Basic Materials | 6.31 | 8.71 |
| Healthcare | 3.41 | 1.77 |
| Consumer Defensive | 2.96 | 3.15 |
| Financial Services | 26.72 | 19.96 |
| Consumer Cyclical | 6.51 | 8.77 |
| Real Estate | 0.86 | 1.53 |
| Communication Services | 2.29 | 2.93 |
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