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) | ₹98 Cr | ₹8084 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 | 0.4% | 0.45% |
| 6 Month | 2.48% | 2.81% |
| 1 Year | 5.87% | 6.29% |
| 3 Year | 6.53% | 6.92% |
| 5 Year | 5.39% | 5.76% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.26% | 1.37% |
| 1 Year | 5.33% | 5.84% |
| 3 Year | 6.28% | 6.67% |
| 5 Year | 5.99% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.98% | 6.06% |
| 3 Year | 5.47% | 5.84% |
| 5 Year | 4.99% | 5.26% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.66% |
| Sharp | 1.51% | 2.3% |
| Beta | 0.5% | 0.48% |
| Alpha | -0.1% | 0.29% |
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 | 32.02 | 26.14 |
| Large Cap | 53.53 | 43.38 |
| Mid Cap | 11.88 | 24.94 |
| Small Cap | 2.57 | 5.53 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.02 | 24.23 |
| Energy | 9.64 | 3.17 |
| Industrials | 15.32 | 5.36 |
| Financial Services | 23.88 | 27.28 |
| Healthcare | 1.51 | 3.54 |
| Basic Materials | 4.29 | 8.84 |
| Real Estate | 1.52 | 2.39 |
| Consumer Cyclical | 5.84 | 10.3 |
| Communication Services | 5.98 | 5.54 |
| Consumer Defensive | - | 3.7 |
| Utilities | - | 2.44 |
| Technology | - | 3.21 |
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