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) | ₹20646 Cr | ₹124 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 | 0.52% | 0.54% |
6 Month | 3.39% | 3.26% |
1 Year | 6.89% | 6.62% |
3 Year | 6.97% | 6.59% |
5 Year | 5.62% | 5.34% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.68% | 1.53% |
1 Year | 6.97% | 6.58% |
3 Year | 7.19% | 6.8% |
5 Year | 6.47% | 6.09% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.41% | 5.97% |
3 Year | 6.14% | 5.34% |
5 Year | 6.34% | 4.97% |
Risk Management
Scheme Name | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.38% | 0.40% |
Sharp | 0.67% | -0.41% |
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 | 32.6 | 28.99 |
Large Cap | 46.59 | 42.51 |
Mid Cap | 16.31 | 25.32 |
Small Cap | 4.5 | 3.18 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 30.11 | 27.19 |
Energy | 7.52 | 17.09 |
Utilities | 3.81 | 0.8 |
Industrials | 6.77 | 14.26 |
Technology | 4.53 | 0 |
Basic Materials | 7.58 | 9.91 |
Healthcare | 3.92 | 1.65 |
Consumer Defensive | 4.5 | - |
Financial Services | 20.99 | 19.74 |
Consumer Cyclical | 5.9 | 5.34 |
Real Estate | 0.94 | - |
Communication Services | 3.44 | 4.02 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.86%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.04%
HDFC Small Cap Fund Regular Growth
3Y Returns24.88%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns21.44%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.44%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.21%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns11.58%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns24.67%