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) | ₹90 Cr | ₹16270 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 | 0.61% | 0.56% |
| 6 Month | 2.61% | 2.93% |
| 1 Year | 5.97% | 6.33% |
| 3 Year | 6.56% | 7.05% |
| 5 Year | 5.44% | 5.91% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.46% | 1.52% |
| 1 Year | 5.6% | 6.03% |
| 3 Year | 6.31% | 6.76% |
| 5 Year | 6.05% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 5.98% | 6.28% |
| 3 Year | 5.52% | 6.07% |
| 5 Year | 5% | 5.46% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.68% |
| Sharp | 1.23% | 2.25% |
| Beta | 0.51% | 0.54% |
| Alpha | -0.23% | 0.22% |
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 | 29.66 | 29.79 |
| Large Cap | 55.66 | 42.18 |
| Mid Cap | 11.74 | 23.02 |
| Small Cap | 2.94 | 5.01 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 28.39 | 25.52 |
| Energy | 9.46 | 5.67 |
| Industrials | 15.99 | 6.01 |
| Financial Services | 23.17 | 24.13 |
| Basic Materials | 4.75 | 11.34 |
| Real Estate | 1.57 | 1.19 |
| Consumer Cyclical | 6.58 | 5.35 |
| Communication Services | 6.77 | 4.14 |
| Healthcare | 1.58 | 4.05 |
| Technology | 1.74 | 3.01 |
| Consumer Defensive | - | 5.16 |
| Utilities | - | 4.43 |
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