PGIM India Arbitrage Fund vs Edelweiss Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹103 Cr | ₹15931 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Aug 2014 | 27 Jun 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 240% | 370% |
Expense Ratio | 1.09 | 1.05 |
Manager | Puneet Pal | Dhawal Dalal |
ISIN Code | INF223J019N4 | INF754K01EF3 |
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 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.57% | 0.59% |
6 Month | 2.46% | 2.78% |
1 Year | 6.16% | 6.61% |
3 Year | 6.52% | 7.05% |
5 Year | 5.31% | 5.76% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.1% | 1.28% |
1 Year | 5.41% | 5.89% |
3 Year | 6.37% | 6.85% |
5 Year | 5.94% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 5.98% | 6.25% |
3 Year | 5.38% | 5.99% |
5 Year | 4.98% | 5.42% |
Risk Management
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.45% | 0.42% |
Sharp | -0.61% | 0.65% |
Beta | - | 0.50% |
Alpha | - | -0.10% |
Fund Managers
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Name | Puneet Pal | Dhawal Dalal |
Total AUM | ₹20950 Cr | ₹25974 Cr |
Funds Managed | 19 | 12 |
PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 30.47 | 24.04 |
Large Cap | 42.69 | 46.34 |
Mid Cap | 20.45 | 23.77 |
Small Cap | 6.4 | 5.85 |
Sector Allocation
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 28.13 | 22.42 |
Energy | 18.89 | 7.19 |
Industrials | 14.83 | 5.32 |
Financial Services | 24.21 | 27.78 |
Basic Materials | 4.22 | 8.25 |
Healthcare | 0 | 3.66 |
Utilities | 0 | 4.46 |
Consumer Cyclical | 4.82 | 6.68 |
Communication Services | 4.9 | 3.73 |
Technology | - | 4.92 |
Consumer Defensive | - | 4.41 |
Real Estate | - | 1.18 |
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