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) | ₹21771 Cr | ₹103 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 | 0.48% | 0.45% |
6 Month | 2.77% | 2.47% |
1 Year | 6.47% | 6.06% |
3 Year | 7.02% | 6.5% |
5 Year | 5.65% | 5.27% |
SIP Return Analysis
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.32% | 1.1% |
1 Year | 5.94% | 5.41% |
3 Year | 6.87% | 6.37% |
5 Year | 6.41% | 5.94% |
Rolling Lumpsum Returns
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.67% | 5.98% |
3 Year | 6.46% | 5.38% |
5 Year | 6.47% | 4.98% |
Risk Management
Scheme Name | HDFC Arbitrage Fund - Wholesale Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.40% | 0.45% |
Sharp | 0.73% | -0.61% |
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 | 29.83 | 36.27 |
Large Cap | 57.02 | 43.25 |
Mid Cap | 11.63 | 18.52 |
Small Cap | 1.52 | 1.96 |
Sector Allocation
Scheme Name |
HDFC Arbitrage Fund - Wholesale Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.99 | 34.31 |
Energy | 5.14 | 16.54 |
Industrials | 4.56 | 14.98 |
Technology | 4.95 | - |
Basic Materials | 7.84 | 5.66 |
Healthcare | 4.6 | 2.06 |
Consumer Defensive | 4.9 | - |
Financial Services | 23.38 | 16.38 |
Consumer Cyclical | 8.16 | 4.97 |
Real Estate | 1.23 | - |
Utilities | 3.24 | 0.86 |
Communication Services | 4.01 | 4.24 |
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