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PGIM India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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tortoise-icon PGIM India 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 Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Fund Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹57567 Cr ₹93 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 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 1777.06% 240%
Expense Ratio 1.04 1.09
Manager Hiten Shah Puneet Pal
ISIN Code INF174K01302 INF223J019N4
Exits Load Kotak Equity Arbitrage Fund - 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 Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
1 Month 0.49% 0.48%
6 Month 3.34% 3.02%
1 Year 7.36% 6.76%
3 Year 6.76% 6.03%
5 Year 5.61% 4.98%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
6 Month 1.66% 1.54%
1 Year 7.11% 6.67%
3 Year 7.4% 6.71%
5 Year 6.51% 5.86%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
1 Year 7.01% 5.92%
3 Year 6.53% 5.25%
5 Year 7.23% 4.93%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.623% 0.587%
Sharp 0.336% -1.201%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Name Hiten Shah Puneet Pal
Total AUM ₹54601 Cr ₹20950 Cr
Fund Manage 4 19
Kotak Equity Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

PGIM India Arbitrage Fund - Regular Plan - Growth

Others 102.05584 28.6545
Large Cap 57.67233 56.45623
Mid Cap 12.57694 11.72283
Small Cap 2.40238 3.16645

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

PGIM India Arbitrage Fund - Regular Plan - Growth

Others 101.54829 28.6545
Basic Materials 7.66221 17.34266
Energy 8.74781 9.93135
Utilities 4.11161 5.01102
Industrials 5.82266 0.62462
Technology 5.07439 2.73117
Healthcare 2.62129 4.08294
Consumer Defensive 3.85161 1.05111
Financial Services 22.77778 22.90273
Consumer Cyclical 7.6789 6.01151
Real Estate 1.11271 1.6564
Communication Services 3.69823 -

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