PGIM India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹72274 Cr | ₹110 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 Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.31% | 0.22% |
6 Month | 3.16% | 2.93% |
1 Year | 6.6% | 6.04% |
3 Year | 7.17% | 6.49% |
5 Year | 5.87% | 5.27% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.35% | 1.16% |
1 Year | 6.24% | 5.7% |
3 Year | 7.12% | 6.5% |
5 Year | 6.62% | 5.98% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.06% | 5.97% |
3 Year | 6.58% | 5.34% |
5 Year | 7.22% | 4.97% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.43% | 0.45% |
Sharp | 1.14% | -0.59% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak 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 Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 28.26 | 36.27 |
Large Cap | 52.47 | 43.25 |
Mid Cap | 17.04 | 18.52 |
Small Cap | 2.23 | 1.96 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 25.52 | 34.31 |
Energy | 5.07 | 16.54 |
Utilities | 2.91 | 0.86 |
Industrials | 7.11 | 14.98 |
Technology | 4.98 | - |
Basic Materials | 7.73 | 5.66 |
Healthcare | 4.28 | 2.06 |
Consumer Defensive | 3.88 | - |
Financial Services | 25.5 | 16.38 |
Consumer Cyclical | 8.92 | 4.97 |
Real Estate | 1.31 | - |
Communication Services | 2.78 | 4.24 |
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