PGIM India Arbitrage Fund vs HSBC Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹102 Cr | ₹2403 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2014 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 240% | 299% |
| Expense Ratio | 1.09 | 0.93 |
| Manager | Puneet Pal | Mahesh A Chhabria |
| ISIN Code | INF223J019N4 | INF917K01QL8 |
| Exits Load | PGIM India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC 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 | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.48% | 0.54% |
| 6 Month | 2.52% | 2.9% |
| 1 Year | 6.06% | 6.26% |
| 3 Year | 6.63% | 6.94% |
| 5 Year | 5.38% | 5.58% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.28% | 1.47% |
| 1 Year | 5.52% | 6.03% |
| 3 Year | 6.37% | 6.67% |
| 5 Year | 6% | 6.27% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.98% | 6.15% |
| 3 Year | 5.44% | 5.88% |
| 5 Year | 4.99% | 5.32% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.44% | 0.37% |
| Sharp | -0.47% | 0.36% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Puneet Pal | Mahesh A Chhabria |
| Total AUM | ₹20950 Cr | ₹15021 Cr |
| Funds Managed | 19 | 9 |
| PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 27.47 | 26.25 |
| Large Cap | 52.6 | 48.81 |
| Mid Cap | 12.6 | 11.01 |
| Small Cap | 7.33 | 13.93 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 27.47 | 24.1 |
| Energy | 9.78 | 5.15 |
| Industrials | 15.63 | 2.4 |
| Financial Services | 29.06 | 44.86 |
| Healthcare | 1.47 | 2.16 |
| Basic Materials | 4.3 | 4.58 |
| Real Estate | 1.53 | 0.21 |
| Consumer Cyclical | 5.41 | 5.66 |
| Communication Services | 5.35 | 1.96 |
| Consumer Defensive | - | 3.94 |
| Utilities | - | 2.95 |
| Technology | - | 2.03 |
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