Invesco India Arbitrage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.62 | 5.74 | 5.37 | 5.71 |
Average Rolling Returns(%) | 6.36 | 6.26 | 6.57 | 6.72 |
The Current NAV of Invesco India Arbitrage Fund - Growth is ₹29.40.
It is better to invest in a fund with a longer track record as Invesco India Arbitrage Fund - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
Invesco India Arbitrage Fund - Growth fund’s expense ratio is 1.06%
The process for redemption is
The AUM of Invesco India Arbitrage Fund - Growth is currently ₹14,611 Crores.
The Top three stocks are HDFC Bank, TCS and Reliance Industries and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 30% of fund’s portfolio respectively.
Top three sectors of Invesco India Arbitrage Fund - Growth fund are Miscellaneous, Others and Logistics 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 Fund is Hybrid - Arbitrage Fund.
Deepak Gupta and Kuber Mannadi manage the Invesco India Arbitrage Fund - Growth Fund.
Invesco India Arbitrage Fund - Growth current PE ratio is 29.08 and PB ratio is 5.15
The asset allocation of Invesco India Arbitrage Fund - Growth is Stocks : 0%, Debt : 232.52% and Gold : -132.50%
The minimum SIP amount for Invesco India Arbitrage Fund - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Arbitrage Fund - Growth is 0.50% on or before 15 days, Nil after 15 days