PGIM India Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹25267 Cr | ₹102 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Jul 2009 | 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 | 1085% | 240% |
| Expense Ratio | 1.01 | 1.09 |
| Manager | Pranav Gupta | Puneet Pal |
| ISIN Code | INF209K01264 | INF223J019N4 |
| Exits Load | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.49% | 0.4% |
| 6 Month | 2.75% | 2.38% |
| 1 Year | 6.47% | 5.99% |
| 3 Year | 7.03% | 6.56% |
| 5 Year | 5.77% | 5.37% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 1.24% |
| 1 Year | 5.92% | 5.3% |
| 3 Year | 6.75% | 6.27% |
| 5 Year | 6.41% | 5.98% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.43% | 5.99% |
| 3 Year | 6.18% | 5.44% |
| 5 Year | 6.2% | 4.99% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.65% |
| Sharp | 2.53% | 1.51% |
| Beta | 0.45% | 0.5% |
| Alpha | 0.43% | -0.1% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pranav Gupta | Puneet Pal |
| Total AUM | ₹10003 Cr | ₹20950 Cr |
| Funds Managed | 9 | 19 |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.58 | 32.02 |
| Large Cap | 52.73 | 53.53 |
| Mid Cap | 19.52 | 11.88 |
| Small Cap | 4.17 | 2.57 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.22 | 32.02 |
| Energy | 6.52 | 9.64 |
| Industrials | 6.49 | 15.32 |
| Technology | 3.46 | - |
| Basic Materials | 8.97 | 4.29 |
| Healthcare | 4.01 | 1.51 |
| Consumer Defensive | 4.75 | - |
| Financial Services | 27.83 | 23.88 |
| Consumer Cyclical | 8.72 | 5.84 |
| Real Estate | 1.32 | 1.52 |
| Utilities | 2.89 | - |
| Communication Services | 3.82 | 5.98 |
Top Comparisons
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns22.53%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns13.5%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns15.11%
ICICI Prudential Bond Fund - Growth
3Y Returns7.55%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns6.49%