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) | ₹110 Cr | ₹7545 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 | 0.22% | 0.3% |
6 Month | 2.84% | 3.05% |
1 Year | 6.12% | 6.47% |
3 Year | 6.5% | 6.83% |
5 Year | 5.31% | 5.58% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.16% | 1.32% |
1 Year | 5.7% | 6.11% |
3 Year | 6.5% | 6.86% |
5 Year | 5.98% | 6.34% |
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 | 0.45% | 0.41% |
Sharp | -0.59% | 0.32% |
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 |
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