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PGIM India Arbitrage Fund vs Tata Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹93 Cr | ₹12921 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2014 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 240% | 487.73% |
| Expense Ratio | 1.09 | 1.08 |
| Manager | Puneet Pal | Sailesh Jain |
| ISIN Code | INF223J019N4 | INF277K015Q7 |
| Exits Load | PGIM India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata 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 | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.94% | 0.8% |
| 6 Month | 3.56% | 3.5% |
| 1 Year | 7.14% | 7.08% |
| 3 Year | 6.32% | 6.62% |
| 5 Year | 5.13% | 5.47% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.95% | 1.88% |
| 1 Year | 7.27% | 7.28% |
| 3 Year | 6.94% | 7.23% |
| 5 Year | 6.03% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.92% | 5.21% |
| 3 Year | 5.25% | 4.79% |
| 5 Year | 4.93% | 5.34% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.587% | 0.592% |
| Sharp | -1.201% | -0.416% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Puneet Pal | Sailesh Jain |
| Total AUM | ₹20950 Cr | ₹17041 Cr |
| Funds Managed | 19 | 7 |
| PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 28.65 | 101.54 |
| Large Cap | 56.46 | 46.75 |
| Mid Cap | 11.72 | 15.2 |
| Small Cap | 3.17 | 2.95 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 28.65 | 100.82 |
| Energy | 9.93 | 7.06 |
| Technology | 2.73 | 2.15 |
| Financial Services | 22.9 | 19.96 |
| Basic Materials | 17.34 | 8.71 |
| Real Estate | 1.66 | 1.53 |
| Consumer Cyclical | 6.01 | 8.77 |
| Industrials | 0.62 | 6.06 |
| Healthcare | 4.08 | 1.77 |
| Utilities | 5.01 | 3.52 |
| Consumer Defensive | 1.05 | 3.15 |
| Communication Services | - | 2.93 |
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