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PGIM India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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 | 0.92% | 1.04% |
| 6 Month | 3.79% | 3.62% |
| 1 Year | 7.44% | 7.19% |
| 3 Year | 6.94% | 6.29% |
| 5 Year | 5.74% | 5.18% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.91% | 1.95% |
| 1 Year | 7.43% | 7.27% |
| 3 Year | 7.52% | 6.94% |
| 5 Year | 6.62% | 6.03% |
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 |
| Funds Managed | 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 | 102.06 | 28.65 |
| Large Cap | 57.67 | 56.46 |
| Mid Cap | 12.58 | 11.72 |
| Small Cap | 2.4 | 3.17 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 101.55 | 28.65 |
| Basic Materials | 7.66 | 17.34 |
| Energy | 8.75 | 9.93 |
| Utilities | 4.11 | 5.01 |
| Industrials | 5.82 | 0.62 |
| Technology | 5.07 | 2.73 |
| Healthcare | 2.62 | 4.08 |
| Consumer Defensive | 3.85 | 1.05 |
| Financial Services | 22.78 | 22.9 |
| Consumer Cyclical | 7.68 | 6.01 |
| Real Estate | 1.11 | 1.66 |
| Communication Services | 3.7 | - |
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