Formerly Invesco India Arbitrage DP
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.
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Rolling Returns metric has been Satisfactory
NAV (Nov 30)
6 Month CAGR
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.
Launched (16y ago)
Apr 30, 2007
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Invesco India Arbitrage Fund (PIDCW-M)||8,25,950||93,338||5%|
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.
net receivables / (payables)60.7%
invesco india money market dir gr8.3%
future on reliance industries ltd6.7%
hdfc bank ltd6.6%
Invesco Asset Management (India) Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Invesco India Arbitrage Fund (PIDCW-M) is a Arbitrage Debt fund and has delivered an annualised return of 6.2% over a period of 16 years. The fund was previously known as Invesco India Arbitrage DP. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Deepak Gupta, Kuber Mannadi.
Nav of Invesco India Arbitrage Fund (PIDCW-M) as of 11/30/2023 is ₹15.21 with the total AUM as of 12/1/2023 is ₹8677.55. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Arbitrage Fund (PIDCW-M) was launched on Apr 30, 2007. The category risk of the fund is Low Risk.
The minimum SIP amount for Invesco India Arbitrage Fund (PIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.
Invesco India Arbitrage Fund (PIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
Invesco India Arbitrage Fund (PIDCW-M) is rated as a 4 fund in Debt and delivered 7.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Arbitrage Fund (PIDCW-M).
What is Invesco India Arbitrage Fund (PIDCW-M)?
How to invest in Invesco India Arbitrage Fund (PIDCW-M)?
You can invest in Invesco India Arbitrage Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Arbitrage Fund (PIDCW-M)?
The minimum sip amount for Invesco India Arbitrage Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Arbitrage Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Invesco India Arbitrage Fund (PIDCW-M) is a Top Ranked fund. You can investInvesco India Arbitrage Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Arbitrage Fund (PIDCW-M)?
The expense ratio of the Invesco India Arbitrage Fund (PIDCW-M) is 1.05% for regular plan.