PGIM India Arbitrage Fund vs HDFC Arbitrage Fund compare

PGIM India Arbitrage Fund vs HDFC Arbitrage Fund compare

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HDFC Arbitrage Fund - Wholesale Growth Option

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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)	₹24031 Cr	₹90 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	0.64%	0.68%
6 Month	2.99%	2.66%
1 Year	6.35%	5.97%
3 Year	7.08%	6.57%
5 Year	5.87%	5.48%

SIP Return Analysis

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	PGIM India Arbitrage Fund - Regular Plan - Growth
6 Month	1%	0.92%
1 Year	4.9%	4.36%
3 Year	6.38%	5.92%
5 Year	6.29%	5.83%

Rolling Lumpsum Returns

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	PGIM India Arbitrage Fund - Regular Plan - Growth
1 Year	6.64%	5.98%
3 Year	6.5%	5.52%
5 Year	6.43%	5%

Risk Management

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	PGIM India Arbitrage Fund - Regular Plan - Growth
Standard Deviation	0.69%	0.65%
Sharp	2.34%	1.23%
Beta	0.49%	0.51%
Alpha	0.32%	-0.23%

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	24.9	29.66
Large Cap	61.17	55.66
Mid Cap	12.64	11.74
Small Cap	1.28	2.94

Sector Allocation

Scheme Name	HDFC Arbitrage Fund - Wholesale Growth Option	PGIM India Arbitrage Fund - Regular Plan - Growth
Others	21.79	28.39
Energy	4.83	9.46
Industrials	6.31	15.99
Technology	2.85	1.74
Basic Materials	10.77	4.75
Healthcare	3	1.58
Consumer Defensive	4.72	-
Financial Services	27.29	23.17
Consumer Cyclical	10.48	6.58
Utilities	2.54	-
Communication Services	4.03	6.77
Real Estate	1.38	1.57

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