Home› Funds› Invesco India Income Plus Arbitrage Active Fund of

Invesco India Income Plus Arbitrage Active Fund of Fund - Direct Plan - Growth

Invesco · Arbitrage
Low
₹1065.14
Current NAV
03 Nov 2026
4.9%
1Y Return
7.1%
3Y CAGR
6.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.66%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.96).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • 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
1.96
Sharpe Ratio
0.96
Beta
-0.04
Alpha
2.67
Sortino
Fund Details
Fund House Invesco
Category Arbitrage
AUM ₹510 Cr
Expense Ratio 0.66%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Arbitrage
JioBlackRock Arbitrage Fund - Direct Plan - Growth Option
JioBlackRock Arbitrage
₹10.63 7.8%
quant Arbitrage Fund - Growth Option - Direct Plan
Quant
₹11.21 7.8%
JM Arbitrage Fund (Direct) - Half Yearly Bonus Option - Principal Units
JM Arbitrage
₹33.87 7.7%
JM Arbitrage Fund (Direct) - Quarterly Bonus Option - Principal Units
JM Arbitrage
₹33.88 7.7%