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Invesco India Arbitrage Fund - Regular Plan - Growth Option

Invesco · Arbitrage
Low
₹33.80
Current NAV
25 Jun 2026
5.9%
1Y Return
5.4%
3Y CAGR
5.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.54
Sharpe Ratio
0.44
Beta
1.04
Alpha
0.62
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Fund Details
Fund House Invesco
Category Arbitrage
AUM ₹8590 Cr
Expense Ratio 1.64%
Min SIP ₹500
Min Lumpsum ₹1000
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