PGIM India Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹17654 Cr | ₹93 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 27 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 266.28% | 240% |
Expense Ratio | 0.97 | 1.09 |
Manager | Anil Bamboli | Puneet Pal |
ISIN Code | INF179K01343 | INF223J019N4 |
Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | PGIM India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.62% | 0.68% |
6 Month | 3.55% | 3.42% |
1 Year | 7.26% | 6.95% |
3 Year | 6.63% | 6.14% |
5 Year | 5.32% | 5.03% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.09% | 2.07% |
1 Year | 7.3% | 7.06% |
3 Year | 7.3% | 6.83% |
5 Year | 6.34% | 5.93% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.6% | 5.92% |
3 Year | 6.41% | 5.25% |
5 Year | 6.66% | 4.93% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.607% | 0.587% |
Sharp | -0.076% | -1.201% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Puneet Pal |
Total AUM | ₹135442 Cr | ₹20950 Cr |
Funds Managed | 12 | 19 |
HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 100.84 | 28.65 |
Large Cap | 58.76 | 56.46 |
Small Cap | 2.39 | 3.17 |
Mid Cap | 11.1 | 11.72 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 100.2 | 28.65 |
Energy | 8.82 | 9.93 |
Utilities | 3.49 | 5.01 |
Industrials | 5.16 | 0.62 |
Technology | 4.11 | 2.73 |
Basic Materials | 9.04 | 17.34 |
Healthcare | 2.43 | 4.08 |
Consumer Defensive | 2.16 | 1.05 |
Financial Services | 24.85 | 22.9 |
Consumer Cyclical | 8.26 | 6.01 |
Real Estate | 2.32 | 1.66 |
Communication Services | 2.24 | - |
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