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 | 0.49% | 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | - |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.52%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Franklin India Dynamic Asset Allocation Fund of Funds-Growth
3Y Returns12.44%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns11.09%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns6.39%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns15.73%
Franklin India Opportunities Fund - Growth
3Y Returns26.09%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns21.61%