PGIM India Arbitrage Fund vs UTI Arbitrage Fund compare

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tortoise-icon PGIM India Arbitrage Fund - Regular Plan - Growth

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹120 Cr ₹5521 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 2014 22 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 1.08 0.9
Manager Puneet Pal Deepesh Agarwal
ISIN Code INF223J019N4 INF789FB1RJ0
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.75% 0.83%
6 Month 3.52% 3.72%
1 Year 7.22% 7.79%
3 Year 5.73% 6.16%
5 Year 4.95% 5.35%

SIP Return Analysis

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.9% 7.4%
3 Year 6.48% 6.99%
5 Year 5.6% 6.04%

Rolling Lumpsum Returns

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 5.89% 6.66%
3 Year 5.22% 6.68%
5 Year 4.92% 7.06%

Risk Management

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.65% 0.68%
Sharp -1.92% -1.31%
Beta 0.82% 0.87%
Alpha -0.76% -0.33%

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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
Fund Manage 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 37.69 16.28
Large Cap 41.45 46.86
Mid Cap 18.21 15.07
Small Cap 2.65 3.53

Sector Allocation

Scheme Name

PGIM India Arbitrage Fund - Regular Plan - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 79.88 76.69
Services 1.1102230246252E-16 0.9
Materials -0.09 -0.030000000000001
Financial 0.28 1.69
Insurance -0.01 -
Construction 0 -0.01
Technology 0 -0.0099999999999999
Energy -0.05 2.65
Metals & Mining 0 -0.08
Chemicals 0 0.03
Healthcare -0.060000000000001 -0.040000000000001
Consumer Staples -0.04 0.08
Communication -0.05 -0.050000000000001
Sovereign 8.3 -
Unclassified 11.84 -
Automobile - -0.030000000000001
Consumer Discretionary - -0.01
Capital Goods - -0.04
Diversified - 0

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