PGIM India Arbitrage Fund vs Axis Arbitrage Fund compare

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tortoise-icon PGIM India Arbitrage Fund - Regular Plan - Growth

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹120 Cr ₹5237 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 Aug 2014 20 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 1.08 1.01
Manager Puneet Pal Devang Shah
ISIN Code INF223J019N4 INF846K01QC8
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.62% 0.57%
6 Month 3.42% 3.65%
1 Year 7.17% 7.61%
3 Year 5.42% 5.86%
5 Year 4.89% 5.19%

SIP Return Analysis

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.39% 3.68%
3 Year 9.41% 10.1%
5 Year 14.05% 15.06%

Rolling Lumpsum Returns

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.3% 4.59%
3 Year 11.04% 11.86%
5 Year 14.16% 15.25%

Risk Management

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.65% 0.66%
Sharp -1.92% -1.31%
Beta 0.82% 0.8%
Alpha -0.76% -0.34%

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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
Fund Manage 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 37.69 26.31
Large Cap 41.45 38.5
Mid Cap 18.21 7.49
Small Cap 2.65 1.58

Sector Allocation

Scheme Name

PGIM India Arbitrage Fund - Regular Plan - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 79.88 72.33
Services 1.1102230246252E-16 1.0408340855861E-17
Materials -0.09 -0.0099999999999998
Financial 0.28 1.65
Insurance -0.01 -
Construction 0 0.07
Technology 0 -
Energy -0.05 -0.050000000000002
Metals & Mining 0 -0.06
Chemicals 0 -5.5511151231258E-17
Healthcare -0.060000000000001 -0.02
Consumer Staples -0.04 0.01
Communication -0.05 -0.01
Sovereign 8.3 -
Unclassified 11.84 -
Automobile - -0.01
Diversified - 0
Capital Goods - -0.02
Consumer Discretionary - 0

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