PGIM India Arbitrage Fund vs Axis Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹125 Cr | ₹6767 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Aug 2014 | 14 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 240% | 64.15% |
Expense Ratio | 1.09 | 0.99 |
Manager | Puneet Pal | Devang Shah |
ISIN Code | INF223J019N4 | INF846K01QC8 |
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 | Axis 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 | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.41% | 0.59% |
6 Month | 3.34% | 3.37% |
1 Year | 6.69% | 6.86% |
3 Year | 6.47% | 6.74% |
5 Year | 5.24% | 5.47% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.57% | 1.66% |
1 Year | 6.6% | 6.84% |
3 Year | 6.8% | 7.11% |
5 Year | 6.06% | 6.38% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 5.95% | 6.02% |
3 Year | 5.29% | 5.7% |
5 Year | 4.95% | 5.2% |
Risk Management
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.55% |
Sharp | -0.71% | -0.12% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | Devang Shah |
Total AUM | ₹20950 Cr | ₹60014 Cr |
Funds Managed | 19 | 15 |
PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.36 | 34.52 |
Large Cap | 46.87 | 45.85 |
Mid Cap | 24.21 | 16.14 |
Small Cap | 1.56 | 3.48 |
Sector Allocation
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.36 | 33.82 |
Energy | 16.6 | 4.17 |
Technology | 1.55 | 7.64 |
Basic Materials | 10.13 | 6.71 |
Industrials | 14.1 | 3.76 |
Financial Services | 19.18 | 27.44 |
Healthcare | 1.44 | 2.53 |
Utilities | 0.76 | 1.96 |
Real Estate | 0 | 1.72 |
Consumer Cyclical | 5.17 | 4.67 |
Communication Services | 3.7 | 2.96 |
Consumer Defensive | - | 2.62 |
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