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PGIM India Arbitrage Fund vs HDFC Arbitrage Fund compare

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tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

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tortoise-icon PGIM India Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹21352 Cr ₹110 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 0.47% 0.24%
6 Month 3.12% 2.92%
1 Year 6.7% 6.24%
3 Year 6.99% 6.47%
5 Year 5.61% 5.29%

SIP Return Analysis

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option PGIM India Arbitrage Fund - Regular Plan - Growth
6 Month 1.55% 1.39%
1 Year 6.6% 6.24%
3 Year 7.13% 6.67%
5 Year 6.47% 6.05%

Rolling Lumpsum Returns

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option PGIM India Arbitrage Fund - Regular Plan - Growth
1 Year 6.66% 5.97%
3 Year 6.45% 5.34%
5 Year 6.49% 4.97%

Risk Management

Scheme Name HDFC Arbitrage Fund - Wholesale Growth Option PGIM India Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.39% 0.40%
Sharp 0.88% -0.41%
Beta - -
Alpha - -

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 29.27 33.53
Large Cap 58.5 41.99
Small Cap 1.47 4.06
Mid Cap 10.76 20.43

Sector Allocation

Scheme Name

HDFC Arbitrage Fund - Wholesale Growth Option

PGIM India Arbitrage Fund - Regular Plan - Growth

Others 27.43 31.6
Energy 5.03 17.29
Utilities 3.89 0.89
Industrials 4.91 15.12
Technology 4.73 -
Basic Materials 7.91 5.61
Healthcare 5.81 2.15
Consumer Defensive 4.98 -
Financial Services 22.51 17.85
Consumer Cyclical 7.68 5.19
Real Estate 1.09 -
Communication Services 4.02 4.29

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