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) | ₹24256 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 | 0.44% | 0.41% |
| 6 Month | 2.93% | 2.52% |
| 1 Year | 6.4% | 6.02% |
| 3 Year | 7.04% | 6.58% |
| 5 Year | 5.72% | 5.35% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.3% |
| 1 Year | 6.11% | 5.6% |
| 3 Year | 6.83% | 6.39% |
| 5 Year | 6.42% | 6.01% |
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 | 6.17% | 5.43% |
| 5 Year | 6.23% | 4.98% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.44% |
| Sharp | 0.76% | -0.47% |
| Beta | - | - |
| Alpha | - | - |
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 | 22.94 | 27.47 |
| Large Cap | 53 | 52.6 |
| Mid Cap | 19.44 | 12.6 |
| Small Cap | 4.62 | 7.33 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.81 | 27.47 |
| Energy | 6.74 | 9.78 |
| Industrials | 6.8 | 15.63 |
| Technology | 4.21 | - |
| Basic Materials | 8.41 | 4.3 |
| Healthcare | 4.11 | 1.47 |
| Consumer Defensive | 4.79 | - |
| Financial Services | 27.12 | 29.06 |
| Consumer Cyclical | 8.59 | 5.41 |
| Real Estate | 1.53 | 1.53 |
| Utilities | 3.23 | - |
| Communication Services | 3.67 | 5.35 |
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