PGIM India Arbitrage Fund vs HSBC Arbitrage Fund compare

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

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tortoise-icon HSBC Arbitrage Fund - Regular 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 HSBC Arbitrage Fund - Regular Growth
Fund PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹93 Cr ₹2441 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 2014 30 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 240% 299%
Expense Ratio 1.09 0.93
Manager Puneet Pal Mahesh A Chhabria
ISIN Code INF223J019N4 INF917K01QL8
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 HSBC 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 PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
1 Month 0.54% 0.59%
6 Month 3.29% 3.38%
1 Year 7.23% 7.58%
3 Year 5.75% 6.05%
5 Year 4.94% 5.32%

SIP Return Analysis

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
6 Month - -
1 Year 6.68% 6.9%
3 Year 6.49% 6.81%
5 Year 5.64% 5.92%

Rolling Lumpsum Returns

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
1 Year 5.89% 6.09%
3 Year 5.22% 5.62%
5 Year 4.92% 5.27%

Risk Management

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.65% 0.68%
Sharp -1.92% -1.55%
Beta 0.82% 0.86%
Alpha -0.76% -0.51%

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Fund Managers

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth
Name Puneet Pal Mahesh A Chhabria
Total AUM ₹20950 Cr ₹15021 Cr
Fund Manage 19 9
PGIM India Arbitrage Fund - Regular Plan - Growth HSBC Arbitrage Fund - Regular Growth

Market Cap

Scheme Name

PGIM India Arbitrage Fund - Regular Plan - Growth

HSBC Arbitrage Fund - Regular Growth

Others 25.42 3.57
Large Cap 54.76 39.79
Mid Cap 17.45 12.31
Small Cap 2.37 3.44

Sector Allocation

Scheme Name

PGIM India Arbitrage Fund - Regular Plan - Growth

HSBC Arbitrage Fund - Regular Growth

Others 25.42 -1.1
Petroleum Products 8.77 -
IT - Software 2.87 -
Cement & Cement Products 13.01 -
Banks 17.1 -
Non - Ferrous Metals 9.66 -
Diversified FMCG 0.42 -
Realty 1.67 -
Consumer Durables 5.17 -
Leisure Services 0.15 -
Industrial Products 2.18 -
Finance 2.18 -
Minerals & Mining 3.65 -
Transport Services 0.39 -
Telecom - Services 0.17 -
Power 4.61 -
Insurance 0.17 -
Beverages 1.09 -
Pharmaceuticals & Biotechnology 1.32 -
Energy - 6.01
Technology - 0.46
Consumer Staples - 4.77
Construction - 0.03
Metals & Mining - 7.72
Financial - 26.45
Healthcare - 1.79
Materials - 0.54
Automobile - 4.22
Chemicals - 1.18
Services - 1.5
Communication - 3.2
Capital Goods - 2.2
Consumer Discretionary - 0.11
Diversified - 0.03

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