Formerly Lotus India Arbitrage Gr
Neutral
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.
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
506 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1.01 %
Expense Ratio
Apr 30, 2007
Launched (14y ago)
₹ 506
AUM in Crores
INF205K01122
ISIN
No Lock-in
Lock-in
NIFTY 50 Arbitrage TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 35,176 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 33 equity,111 debt and 14 hybrid funds.
Diversified
Recommended
Top Ranked
₹ 3,445 Cr
Fund Size
11.8%
3Y returns
Diversified
Top Ranked
₹ 3,445 Cr
Fund Size
11.8%
3Y returns
Diversified
Top Ranked
₹ 3,445 Cr
Fund Size
11.8%
3Y returns
Large Cap
Top Ranked
₹ 274 Cr
Fund Size
10.8%
3Y returns
Liquid
Top Ranked
₹ 5,460 Cr
Fund Size
5.2%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Invesco India Arbitrage Fund (G) is a arbitrage hybrid fund and has delivered an annualised return of 6.7% over a period of 14 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
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.
The Invesco India Arbitrage Fund (G) fund was launched on Apr 30, 2007. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-03-04 is ₹ 24.666. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 505.268. The category risk of the Invesco India Arbitrage Fund (G) fund is Low to Moderate Risk. The fund charges 1.01 % as expense ratio.
The fund’s highest allocation is towards others and has invested 94.1% in this asset class. The top three holdings of the fund are housing development finance corporation limited,6.18% govt stock 2024 and indian oil corporation limited
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.
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
Invesco India Arbitrage Fund (G) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Arbitrage Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.