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for top ranked funds in
arbitrage mutual funds.
However, Scripbox does not recommend investing in arbitrage mutual funds.
Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets. Funds in this category deploy different strategies making assessment of each fund a unique exercise. This category has a limited number of funds with a sufficiently long history. These funds are recommended as a tax-efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.
To generate income through arbitrage opportunities emerging out of difference in pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments.
Low
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
1.03%
Expense Ratio
30th Apr, 2007
Launched (13y ago)
₹
551
AUM in Crores
INF205K01122
ISIN
No Lock-in
Lock-in
NIFTY 50 Arbitrage TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Pranav Gokhale
Fund Manager
Rajeev Bhardwaj
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments
are subject to market risk, read all scheme related documents carefully before investing. Past performance is
not an indicator of future returns.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
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We will track our recommendations and suggest changes fund exists
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About Invesco India Arbitrage Fund (Growth)
About Invesco India Arbitrage Fund (Growth)
Invesco India Arbitrage Fund (Growth) is a Arbitrage Hybrid fund and has delivered an annualised return of 6.86% over a period of 13 years.
The fund was previously known as Lotus India Arbitrage Gr.
The fund is managed by Invesco Asset Management (India) Private Ltd.
The fund managers are Pranav Gokhale, Rajeev Bhardwaj.
Invesco India Arbitrage Fund (Growth) Investment Objective
To generate income through arbitrage opportunities emerging out of difference in pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments.
However, there is no assurance that the objective of the scheme will be realized.
Invesco India Arbitrage Fund (Growth) NAV, AUM and Risk
The fund was launched on 2007-04-30. The NAV of the fund as of 2020-09-29 is ₹ 24.34. The total AUM of the fund as of 2020-09-29 is ₹ 551 Cr. The category risk of the fund is Moderately Low risk
The fund charges 1.03 % as expense ratio.
Invesco India Arbitrage Fund (Growth) Holdings
The fund’s highest allocation is towards others and has invested 96.52% in this asset class.
The top three holdings of the fund are net receivables / (payables), triparty repo and future on reliance industries ltd.
Invesco India Arbitrage Fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Invesco India Arbitrage Fund (Growth) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
