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) | ₹103 Cr | ₹7578 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 | 0.49% | 0.43% |
| 6 Month | 2.41% | 2.62% |
| 1 Year | 6.03% | 6.35% |
| 3 Year | 6.57% | 6.9% |
| 5 Year | 5.29% | 5.62% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.25% | 1.41% |
| 1 Year | 5.64% | 6.09% |
| 3 Year | 6.44% | 6.83% |
| 5 Year | 6% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.98% | 6.04% |
| 3 Year | 5.38% | 5.79% |
| 5 Year | 4.98% | 5.23% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.45% | 0.42% |
| Sharp | -0.61% | 0.23% |
| Beta | - | - |
| Alpha | - | - |
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 | 30.47 | 27.72 |
| Large Cap | 42.69 | 44.34 |
| Mid Cap | 20.45 | 23.65 |
| Small Cap | 6.4 | 4.29 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.13 | 25.94 |
| Energy | 18.89 | 3.8 |
| Industrials | 14.83 | 5.14 |
| Financial Services | 24.21 | 27.17 |
| Basic Materials | 4.22 | 7.25 |
| Healthcare | 0 | 2.71 |
| Utilities | 0 | 2.94 |
| Consumer Cyclical | 4.82 | 10.05 |
| Communication Services | 4.9 | 4.93 |
| Technology | - | 4.62 |
| Consumer Defensive | - | 3.29 |
| Real Estate | - | 2.16 |
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