Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Arbitrage Fund vs Axis Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon PGIM India Arbitrage Fund - Regular Plan - Growth

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹110 Cr ₹7069 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 0.24% 0.5%
6 Month 2.93% 3.24%
1 Year 6.27% 6.73%
3 Year 6.48% 6.85%
5 Year 5.29% 5.58%

SIP Return Analysis

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month 1.1% 1.43%
1 Year 5.74% 6.46%
3 Year 6.52% 6.97%
5 Year 5.96% 6.37%

Rolling Lumpsum Returns

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 5.97% 6.03%
3 Year 5.34% 5.77%
5 Year 4.97% 5.21%

Risk Management

Scheme Name PGIM India Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.40% 0.40%
Sharp -0.41% 0.35%
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 33.53 33.49
Large Cap 41.99 43.42
Mid Cap 20.43 18.7
Small Cap 4.06 4.4

Sector Allocation

Scheme Name

PGIM India Arbitrage Fund - Regular Plan - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 31.6 31.52
Energy 17.29 3.83
Basic Materials 5.61 7.27
Industrials 15.12 4.7
Financial Services 17.85 26.13
Healthcare 2.15 3.43
Utilities 0.89 2.9
Consumer Cyclical 5.19 6.41
Communication Services 4.29 3.56
Technology - 5.17
Consumer Defensive - 2.98
Real Estate - 2.1

Top Comparisons

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns24.52%

VS

Axis Large & Mid Cap Fund - Regular Plan - Growth Axis Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns15.99%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns15.51%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns15.51%

Compare Now

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.55%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns10.98%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns7.05%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.16%

Compare Now
Add to Cart Successfully