Axis Arbitrage Fund vs Invesco India Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Arbitrage Fund and Invesco India Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Axis Arbitrage Fund (Direct) returned 7.3% a year and Invesco India Arbitrage Fund (Direct) returned 7.5% a year. Axis Arbitrage Fund charges 1.40% a year and Invesco India Arbitrage Fund 2.20% (Direct plans). Their portfolios overlap 52.0%: they hold 136 of the same securities.
Invesco India Arbitrage Fund
Arbitrage
- 3 year return
- 7.5%
- Expense ratio
- 2.20%
- NAV
- ₹37.63
Which is better, Axis Arbitrage or Invesco India Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Invesco India Arbitrage returned more over 5 years: 7.1% a year against 6.8%.
- Invesco India Arbitrage returned more over 3 years: 7.5% a year against 7.3%.
- Axis Arbitrage costs less: 1.40% a year against 2.20% (Direct plans).
- Axis Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Invesco India Arbitrage fell less in its worst fall since 21-08-2014: −0.5% against −0.6%.
- Invesco India Arbitrage is the larger fund: ₹30,396 Cr against ₹10,168 Cr.
- Their portfolios overlap 52.0%: 136 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Arbitrage Fund | Invesco India Arbitrage Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | Invesco Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹10,168 Cr (30-09-2026) | ₹30,396 Cr (30-09-2026) |
| NAV | ₹22.09 (Direct) | ₹37.63 (Direct) |
| Expense ratio (Direct) | 1.40% | 2.20% |
| Expense ratio (Regular) | 2.09% | 2.87% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 14-08-2014 | 30-04-2007 |
| Minimum investment | ₹500 | Not available |
| Lock in | None | None |
| Fund managers | Devang Shah, Sachin Jain | Deepak Gupta, Pradeep Sukte |
| Exit load | Exit load of 0.25% if redeemed within 15 days. | Exit load of 0.50% if redeemed within 15 days |
Axis Arbitrage vs Invesco India Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | +0.52% | +1.52% | +3.22% | +6.68% | +7.31% | +6.84% | +6.44% |
| Invesco India Arbitrage Fund (Direct) | +0.63% | +1.62% | +3.40% | +6.88% | +7.46% | +7.14% | +6.46% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
Axis Arbitrage vs Invesco India Arbitrage: Year-wise Returns
| Year | AxisAxis Arbitrage | Invesco IndiaInvesco India Arbitrage |
|---|---|---|
| 2026to date | +5.44% | +5.60% |
| 2025 | +7.06% | +7.17% |
| 2024 | +8.26% | +8.32% |
| 2023 | +7.68% | +8.07% |
| 2022 | +4.95% | +5.85% |
| 2021 | +4.61% | +4.15% |
Axis Arbitrage vs Invesco India Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,272 of them, one for each trading day from 21-08-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Arbitrage Fund (Direct)
Invesco India Arbitrage Fund (Direct)
to
May 2018Dec 2016
to
Dec 2019Jun 2018
to
Jun 2021Jan 2020
to
Jan 2023Aug 2021
to
Aug 2024Feb 2023
to
Feb 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Arbitrage | 0.0 | 10.7 | 89.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.8% | 4.6% | 7.8% |
| Invesco India Arbitrage | 0.0 | 6.1 | 93.9 | 0.0 | 0.0 | 0.0 | 0.0 | 6.4% | 6.6% | 4.8% | 8.0% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 21-08-2014. Past returns do not promise future returns.
Axis Arbitrage vs Invesco India Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 21-08-2014 to 30-10-2026: 147 instalments, ₹14,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis ArbitrageAxis Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,26,621 | ₹7,56,621 | 6.5% |
| Invesco India ArbitrageInvesco India Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,40,600 | ₹7,70,600 | 6.6% |
Axis ArbitrageAxis Arbitrage Fund (Direct)
Invesco India ArbitrageInvesco India Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Arbitrage vs Invesco India Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Arbitrage Fund (Direct) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.88% |
| Standard deviation | 1.33% | 1.35% |
| Sharpe ratio | 1.08 | 1.21 |
| Sortino ratio | 1.66 | 1.82 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.31% | +7.46% |
| Standard deviation | 1.05% | 1.09% |
| Sharpe ratio | 1.23 | 1.32 |
| Sortino ratio | 1.88 | 2.01 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +7.14% |
| Standard deviation | 0.97% | 1.00% |
| Sharpe ratio | 1.07 | 1.34 |
| Sortino ratio | 1.63 | 2.05 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.70% | +6.95% |
| Standard deviation | 1.02% | 1.04% |
| Sharpe ratio | 0.95 | 0.87 |
| Sortino ratio | 1.41 | 1.29 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.5% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 21-08-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Arbitrage Fund (Direct)
Invesco India Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 30-03-2020 | 5 days | −0.0% |
| Invesco India Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 03-06-2020 | 30-06-2020 | 27 days | −0.0% |
From daily values since 21-08-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
Invesco India Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
Invesco India Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
Invesco India Arbitrage Fund (Direct)
Axis Arbitrage vs Invesco India Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Arbitrage Fund, September 2026; Invesco India Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 52.0%
- Held by both
- 136
- Only in Axis Arbitrage
- 18
- Only in Invesco India Arbitrage
- 58
| Security | % of Axis Arbitrage | % of Invesco India Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.06% | 5.58% |
| ICICI Bank Limited | 3.83% | 4.55% |
| Reliance Industries Limited | 3.77% | 3.48% |
| Bharti Airtel Limited | 2.22% | 2.16% |
| State Bank of India | 2.63% | 1.99% |
| Tata Steel Limited | 1.83% | 1.57% |
| Axis Bank Limited | 1.38% | 2.20% |
| Canara Bank | 1.19% | 1.52% |
| Coal India Limited | 1.19% | 1.47% |
| Vodafone Idea Limited | 1.14% | 2.20% |
| Divi's Laboratories Limited | 1.25% | 1.08% |
| Jio Financial Services Limited | 1.07% | 1.46% |
| Infosys Limited | 1.15% | 1.01% |
| Adani Power Limited | 1.01% | 2.11% |
| Punjab National Bank | 0.79% | 1.03% |
| Hindustan Unilever Limited | 1.18% | 0.78% |
| The Federal Bank Limited | 0.78% | 0.78% |
| Cummins India Limited | 1.40% | 0.77% |
| Indus Towers Limited | 1.12% | 0.77% |
| Varun Beverages Limited | 0.72% | 0.80% |
| APL Apollo Tubes Limited | 0.70% | 1.77% |
| Yes Bank Limited | 0.66% | 1.38% |
| Small Industries Dev Bank of India (18/02/2027) | 1.29% | 0.64% |
| Biocon Limited | 0.78% | 0.64% |
| LIC Housing Finance Limited | 0.70% | 0.64% |
| ITC Limited | 0.76% | 0.61% |
| NMDC Limited | 0.60% | 0.71% |
| Container Corporation of India Limited | 0.58% | 0.58% |
| Crompton Greaves Consumer Electricals Limited | 0.61% | 0.55% |
| Manappuram Finance Limited | 0.87% | 0.53% |
| Kotak Mahindra Bank Limited | 1.58% | 0.52% |
| Bank of Baroda | 0.47% | 0.50% |
| GE Vernova T&D India Limited | 0.47% | 0.58% |
| Life Insurance Corporation Of India | 0.69% | 0.43% |
| Godrej Properties Limited | 0.42% | 0.45% |
| The Indian Hotels Company Limited | 0.41% | 0.60% |
| Ambuja Cements Limited | 0.41% | 1.26% |
| Indian Oil Corporation Limited | 0.35% | 0.60% |
| Bharat Forge Limited | 0.41% | 0.33% |
| Maruti Suzuki India Limited | 0.33% | 0.37% |
| Bajaj Finance Limited | 1.43% | 0.32% |
| Adani Enterprises Limited | 1.31% | 0.32% |
| HDFC Bank Limited (22/01/2027) | 0.48% | 0.32% |
| Hindustan Aeronautics Limited | 0.47% | 0.28% |
| Astral Limited | 0.35% | 0.28% |
| Lupin Limited | 0.28% | 0.30% |
| Power Finance Corporation Limited | 0.27% | 1.77% |
| Bank of India | 0.31% | 0.26% |
| Indian Energy Exchange Limited | 0.26% | 0.28% |
| Bandhan Bank Limited | 0.31% | 0.25% |
| Bharat Heavy Electricals Limited | 2.64% | 0.24% |
| NTPC Limited | 0.47% | 0.24% |
| Tata Motors Passenger Vehicles Limited | 0.24% | 0.55% |
| Coforge Limited | 0.24% | 0.46% |
| UPL Limited | 0.24% | 0.27% |
| HDFC Asset Management Company Limited | 0.23% | 0.32% |
| Hindalco Industries Limited | 1.16% | 0.22% |
| Steel Authority of India Limited | 0.80% | 0.22% |
| Bharat Electronics Limited | 1.30% | 0.21% |
| Adani Energy Solutions Limited | 0.43% | 0.21% |
| Muthoot Finance Limited | 0.30% | 0.21% |
| Tata Consumer Products Limited | 0.21% | 0.36% |
| Ashok Leyland Limited | 0.33% | 0.20% |
| Glenmark Pharmaceuticals Limited | 0.93% | 0.18% |
| HDFC Life Insurance Company Limited | 0.68% | 0.18% |
| Swiggy Limited | 0.18% | 0.34% |
| Fortis Healthcare Limited | 0.18% | 0.31% |
| Marico Limited | 0.18% | 0.38% |
| Union Bank of India | 0.17% | 0.32% |
| Jindal Steel Limited | 0.16% | 0.39% |
| Hindustan Petroleum Corporation Limited | 0.14% | 0.21% |
| Aurobindo Pharma Limited | 0.14% | 0.16% |
| Bajaj Auto Limited | 0.14% | 0.31% |
| Cholamandalam Investment and Finance Company Ltd | 1.13% | 0.13% |
| Samvardhana Motherson International Limited | 0.13% | 0.30% |
| Info Edge (India) Limited | 0.12% | 0.23% |
| Torrent Pharmaceuticals Limited | 0.12% | 0.40% |
| Adani Green Energy Limited | 0.38% | 0.11% |
| JSW Energy Limited | 0.11% | 0.18% |
| PNB Housing Finance Limited | 0.11% | 0.39% |
| RBL Bank Limited | 0.11% | 0.38% |
| SBI Cards and Payment Services Limited | 0.25% | 0.10% |
| Hitachi Energy India Limited | 0.16% | 0.10% |
| PB Fintech Limited | 0.10% | 0.52% |
| Laurus Labs Limited | 0.10% | 0.19% |
| AU Small Finance Bank Limited | 0.10% | 0.19% |
| SRF Limited | 0.11% | 0.09% |
| Asian Paints Limited | 0.09% | 0.18% |
| Inox Wind Limited | 0.09% | 0.14% |
| Tata Power Company Limited | 0.09% | 0.21% |
| Pidilite Industries Limited | 0.09% | 0.12% |
| Mphasis Limited | 0.09% | 0.32% |
| Shriram Finance Limited | 0.09% | 0.22% |
| JSW Steel Limited | 1.04% | 0.08% |
| UltraTech Cement Limited | 0.81% | 0.08% |
| KEI Industries Limited | 0.08% | 0.15% |
| Larsen & Toubro Limited | 0.06% | 0.12% |
| IDFC First Bank Limited | 0.06% | 1.77% |
| TVS Motor Company Limited | 0.06% | 0.23% |
| United Spirits Limited | 0.16% | 0.05% |
| Suzlon Energy Limited | 0.05% | 0.24% |
| Supreme Industries Limited | 0.05% | 0.12% |
| Hindustan Zinc Limited | 0.05% | 0.35% |
| Patanjali Foods Limited | 0.05% | 0.48% |
| Tube Investments of India Limited | 0.05% | 0.09% |
| Apollo Hospitals Enterprise Limited | 0.68% | 0.04% |
| NBCC (India) Limited | 0.04% | 0.09% |
| Mahindra & Mahindra Limited | 0.04% | 0.23% |
| GAIL (India) Limited | 0.04% | 0.12% |
| National Aluminium Company Limited | 0.04% | 0.09% |
| Vedanta Limited | 0.04% | 0.18% |
| Kalyan Jewellers India Limited | 0.04% | 0.11% |
| InterGlobe Aviation Limited | 0.04% | 0.16% |
| One 97 Communications Limited | 0.04% | 0.20% |
| IndusInd Bank Limited | 0.16% | 0.03% |
| Sagility Limited | 0.03% | 0.13% |
| Radico Khaitan Limited | 0.03% | 0.13% |
| Max Financial Services Limited | 0.08% | 0.02% |
| Dabur India Limited | 0.02% | 0.03% |
| Sun Pharmaceutical Industries Limited | 0.02% | 0.04% |
| Cipla Limited | 0.02% | 0.03% |
| Delhivery Limited | 0.02% | 0.31% |
| Oil & Natural Gas Corporation Limited | 0.02% | 0.09% |
| Titan Company Limited | 0.02% | 0.14% |
| Bank of Maharashtra | 0.02% | 0.05% |
| PG Electroplast Limited | 0.02% | 0.28% |
| Computer Age Management Services Limited | 0.02% | 0.50% |
| Eternal Limited | 0.02% | 0.03% |
| Page Industries Limited | 0.02% | 0.06% |
| Bajaj Finserv Limited | 0.02% | 0.06% |
| Bharat Petroleum Corporation Limited | 0.01% | 0.12% |
| Eicher Motors Limited | 0.01% | 0.19% |
| Godrej Consumer Products Limited | 0.01% | 0.02% |
| Avenue Supermarts Limited | 0.01% | 0.01% |
| Aditya Birla Capital Limited | 0.01% | 0.17% |
| Trent Limited | 0.01% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 52.0% means 52.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Arbitrage Fund
| Security | % of fund |
|---|---|
| Axis Money Market Fund - Direct Plan - Growth Option | 13.06% |
| Canara Bank (10/02/2027) | 1.92% |
| National Bank For Agriculture and Rural Development (10/03/2027) | 1.91% |
| Small Industries Dev Bank of India (04/02/2027) | 1.87% |
| Canara Bank (02/02/2027) | 1.68% |
Largest holdings only in Invesco India Arbitrage Fund
| Security | % of fund |
|---|---|
| Invesco India Money Market Fund - Direct Plan - Growth | 5.52% |
| Invesco India Liquid Fund - Direct Plan - Growth | 5.22% |
| Multi Commodity Exchange of India Limited | 1.55% |
| HDFC Bank Limited 2027 | 1.28% |
| Bank of Baroda 2027 | 0.96% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Arbitrage | Invesco India Arbitrage |
|---|---|---|
| Equity | 69.7% | 79.6% |
| Debt | 17.2% | 5.8% |
| Cash and others | 13.1% | 14.6% |
Market cap of stocks
| Market cap | Axis Arbitrage | Invesco India Arbitrage |
|---|---|---|
| Large Cap | 54.4% | 53.9% |
| Mid Cap | 12.1% | 20.6% |
| Small Cap | 3.2% | 5.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Arbitrage | Invesco India Arbitrage |
|---|---|---|
| Banks | 18.6% | 23.3% |
| Finance | 6.3% | 6.1% |
| Telecom - Services | 4.5% | 5.1% |
| Petroleum Products | 4.3% | 4.4% |
| Ferrous Metals | 3.8% | 2.3% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.2% |
| IT - Software | 1.5% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Arbitrage vs Invesco India Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Arbitrage Fund | Invesco India Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.40% | 2.20% |
| Base expense ratio (Direct) | 0.27% | 0.34% |
| Total expense ratio (Regular) | 2.09% | 2.87% |
| Base expense ratio (Regular) | 0.86% | 0.91% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Arbitrage with
Axis Arbitrage Fund vs Invesco India Arbitrage Fund: Frequently Asked Questions
What is the difference between Axis Arbitrage Fund and Invesco India Arbitrage Fund?
Both are Arbitrage funds, run by Axis Mutual Fund and Invesco Mutual Fund. Their portfolios overlap 52.0%. Axis Arbitrage Fund charges 1.40% a year and Invesco India Arbitrage Fund 2.20%.
Which has given higher returns, Axis Arbitrage Fund or Invesco India Arbitrage Fund?
Over 1 year: Axis Arbitrage Fund +6.68%, Invesco India Arbitrage Fund +6.88%. Over 3 years: Axis Arbitrage Fund +7.31% a year, Invesco India Arbitrage Fund +7.46% a year. Over 5 years: Axis Arbitrage Fund +6.84% a year, Invesco India Arbitrage Fund +7.14% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Arbitrage Fund or Invesco India Arbitrage Fund?
Axis Arbitrage Fund charges less: 1.40% a year against 2.20%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Arbitrage Fund and Invesco India Arbitrage Fund overlap?
52.0%. They hold 136 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Axis Arbitrage Fund or Invesco India Arbitrage Fund?
On SEBI's riskometer, Axis Arbitrage Fund is rated Low and Invesco India Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.05% and 1.09% a year.
Which is better for SIP, Axis Arbitrage Fund or Invesco India Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,700 in Axis Arbitrage Fund (XIRR 7.1% a year) and ₹7,35,975 in Invesco India Arbitrage Fund (XIRR 7.3% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Axis Arbitrage Fund and Invesco India Arbitrage Fund?
Yes. 52.0% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Axis Arbitrage Fund and Invesco India Arbitrage Fund?
Axis Arbitrage Fund: Devang Shah, Sachin Jain. Invesco India Arbitrage Fund: Deepak Gupta, Pradeep Sukte.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.