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) | ₹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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