Invesco India Arbitrage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.68 | 5.84 | 5.37 | 5.72 |
Average Rolling Returns(%) | 6.39 | 6.25 | 6.55 | 6.71 |
The Current NAV of Invesco India Arbitrage Fund - Growth - Direct Plan is ₹31.92.
It is better to invest in a fund with a longer track record as Invesco India Arbitrage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
Invesco India Arbitrage Fund - Growth - Direct Plan fund’s expense ratio is 0.39%
The process for redemption is
The AUM of Invesco India Arbitrage Fund - Growth - Direct Plan is currently ₹15,281 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and TCS and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 34% of fund’s portfolio respectively.
Top three sectors of Invesco India Arbitrage Fund - Growth - Direct Plan fund are Miscellaneous, Others and Consumer Durables accounting for 100% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India Arbitrage Fund - Growth - Direct Plan Fund is Hybrid - Arbitrage Fund.
Deepak Gupta and Kuber Mannadi manage the Invesco India Arbitrage Fund - Growth - Direct Plan Fund.
Invesco India Arbitrage Fund - Growth - Direct Plan current PE ratio is 30.83 and PB ratio is 5.45
The asset allocation of Invesco India Arbitrage Fund - Growth - Direct Plan is Stocks : 0%, Debt : 353.69% and Gold : -253.68%
The minimum SIP amount for Invesco India Arbitrage Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Arbitrage Fund - Growth - Direct Plan is 0.50% on or before 15 days, Nil after 15 days