PGIM India Arbitrage Fund vs UTI Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹93 Cr | ₹6518 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Aug 2014 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 240% | 1110% |
Expense Ratio | 1.09 | 0.74 |
Manager | Puneet Pal | Deepesh Agarwal |
ISIN Code | INF223J019N4 | INF789FB1RJ0 |
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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.94% | 0.94% |
6 Month | 3.53% | 3.77% |
1 Year | 7.29% | 7.62% |
3 Year | 6.3% | 6.75% |
5 Year | 5.13% | 5.54% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.97% | 2% |
1 Year | 7.35% | 7.68% |
3 Year | 6.98% | 7.47% |
5 Year | 6.06% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.92% | 6.72% |
3 Year | 5.25% | 6.66% |
5 Year | 4.93% | 7.02% |
Risk Management
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.587% | 0.617% |
Sharp | -1.201% | -0.152% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Puneet Pal | Deepesh Agarwal |
Total AUM | ₹20950 Cr | ₹35015 Cr |
Funds Managed | 19 | 9 |
PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.65 | 97.1 |
Large Cap | 56.46 | 44.49 |
Mid Cap | 11.72 | 11.54 |
Small Cap | 3.17 | 2.47 |
Sector Allocation
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.65 | 97.05 |
Energy | 9.93 | 5.75 |
Technology | 2.73 | 3.79 |
Financial Services | 22.9 | 22.63 |
Basic Materials | 17.34 | 5.9 |
Real Estate | 1.66 | 1.43 |
Consumer Cyclical | 6.01 | 5.77 |
Industrials | 0.62 | 5.13 |
Healthcare | 4.08 | 2.43 |
Utilities | 5.01 | 2.2 |
Consumer Defensive | 1.05 | 1.49 |
Communication Services | - | 2.02 |
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