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) | ₹102 Cr | ₹16687 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 | 0.52% | 0.6% |
| 6 Month | 2.46% | 2.84% |
| 1 Year | 5.95% | 6.43% |
| 3 Year | 6.61% | 7.14% |
| 5 Year | 5.41% | 5.87% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.29% | 1.38% |
| 1 Year | 5.46% | 5.84% |
| 3 Year | 6.34% | 6.77% |
| 5 Year | 6.01% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 5.99% | 6.27% |
| 3 Year | 5.44% | 6.06% |
| 5 Year | 4.99% | 5.44% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.40% |
| Sharp | 1.51% | 1.06% |
| Beta | 0.5% | 0.45% |
| Alpha | -0.1% | -0.03% |
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 | 27.47 | 21.92 |
| Large Cap | 52.6 | 46.09 |
| Mid Cap | 12.6 | 25.47 |
| Small Cap | 7.33 | 6.52 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 27.47 | 20.52 |
| Energy | 9.78 | 7.87 |
| Industrials | 15.63 | 5.9 |
| Financial Services | 29.06 | 25.68 |
| Healthcare | 1.47 | 3.98 |
| Basic Materials | 4.3 | 9.21 |
| Real Estate | 1.53 | 1.33 |
| Consumer Cyclical | 5.41 | 6.11 |
| Communication Services | 5.35 | 3.54 |
| Technology | - | 7 |
| Consumer Defensive | - | 5.35 |
| Utilities | - | 3.51 |
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