PGIM India Arbitrage Fund vs HDFC Arbitrage Fund compare
HDFC Arbitrage Fund - Wholesale Growth Option
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹20685 Cr | ₹125 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 27 Aug 2014 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 266.28% | 240% |
Expense Ratio | 0.97 | 1.09 |
Manager | Anil Bamboli | Puneet Pal |
ISIN Code | INF179K01343 | INF223J019N4 |
Exits Load | HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | PGIM India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.58% | 0.41% |
6 Month | 3.3% | 3.34% |
1 Year | 6.91% | 6.69% |
3 Year | 6.94% | 6.47% |
5 Year | 5.52% | 5.24% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.63% | 1.59% |
1 Year | 6.87% | 6.68% |
3 Year | 7.23% | 6.81% |
5 Year | 6.44% | 6.05% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.64% | 5.95% |
3 Year | 6.43% | 5.29% |
5 Year | 6.53% | 4.95% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.54% | 0.54% |
Sharp | 0.19% | -0.73% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Puneet Pal |
Total AUM | ₹135442 Cr | ₹20950 Cr |
Funds Managed | 12 | 19 |
HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 23.79 | 27.36 |
Large Cap | 62.73 | 46.87 |
Small Cap | 1.76 | 1.56 |
Mid Cap | 11.73 | 24.21 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 22.7 | 27.36 |
Energy | 5.84 | 16.6 |
Utilities | 4.75 | 0.76 |
Industrials | 5.34 | 14.1 |
Technology | 7.64 | 1.55 |
Basic Materials | 8.62 | 10.13 |
Healthcare | 4.93 | 1.44 |
Consumer Defensive | 3.81 | - |
Financial Services | 23.91 | 19.18 |
Consumer Cyclical | 7.62 | 5.17 |
Communication Services | 3.64 | 3.7 |
Real Estate | 1.18 | 0 |
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