PGIM India Arbitrage Fund vs Axis Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹93 Cr | ₹5848 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Aug 2014 | 14 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 240% | 64.15% |
Expense Ratio | 1.09 | 0.99 |
Manager | Puneet Pal | Devang Shah |
ISIN Code | INF223J019N4 | INF846K01QC8 |
Exits Load | PGIM India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.04% | 0.95% |
6 Month | 3.62% | 3.64% |
1 Year | 7.19% | 7.22% |
3 Year | 6.29% | 6.56% |
5 Year | 5.18% | 5.43% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.82% | 1.79% |
1 Year | 7.04% | 7.08% |
3 Year | 6.86% | 7.14% |
5 Year | 5.98% | 6.28% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 5.92% | - |
3 Year | 5.25% | - |
5 Year | 4.93% | - |
Risk Management
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.587% | 0.61% |
Sharp | -1.201% | -0.476% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | Devang Shah |
Total AUM | ₹20950 Cr | ₹60014 Cr |
Funds Managed | 19 | 15 |
PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 28.65 | 100.01 |
Large Cap | 56.46 | 53.26 |
Mid Cap | 11.72 | 12.66 |
Small Cap | 3.17 | 2.52 |
Sector Allocation
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 28.65 | 99.67 |
Energy | 9.93 | 6.54 |
Technology | 2.73 | 4.02 |
Financial Services | 22.9 | 27.09 |
Basic Materials | 17.34 | 6.67 |
Real Estate | 1.66 | 2.2 |
Consumer Cyclical | 6.01 | 7.26 |
Industrials | 0.62 | 4.77 |
Healthcare | 4.08 | 2.74 |
Utilities | 5.01 | 2.62 |
Consumer Defensive | 1.05 | 2.3 |
Communication Services | - | 2.59 |
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