- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹67362 Cr | ₹125 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 | 0.6% | 0.41% |
| 6 Month | 3.44% | 3.34% |
| 1 Year | 7.04% | 6.69% |
| 3 Year | 7.12% | 6.47% |
| 5 Year | 5.76% | 5.24% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 1.57% |
| 1 Year | 6.98% | 6.6% |
| 3 Year | 7.39% | 6.8% |
| 5 Year | 6.67% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.07% | 5.95% |
| 3 Year | 6.56% | 5.29% |
| 5 Year | 7.22% | 4.95% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.55% | 0.53% |
| Sharp | 0.63% | -0.71% |
| 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 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 | 25.11 | 27.36 |
| Large Cap | 57.71 | 46.87 |
| Small Cap | 2.6 | 1.56 |
| Mid Cap | 14.59 | 24.21 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.91 | 27.36 |
| Basic Materials | 7.58 | 10.13 |
| Energy | 5.6 | 16.6 |
| Utilities | 4.33 | 0.76 |
| Industrials | 8.24 | 14.1 |
| Technology | 5.33 | 1.55 |
| Healthcare | 5.08 | 1.44 |
| Consumer Defensive | 4.44 | - |
| Financial Services | 22.98 | 19.18 |
| Consumer Cyclical | 7.66 | 5.17 |
| Real Estate | 0.99 | 0 |
| Communication Services | 3.87 | 3.7 |
Top Comparisons
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.04%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.53%
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns25.49%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.05%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.75%
HDFC Value Fund - Growth Plan
3Y Returns24.63%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns24.56%
