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) | ₹93 Cr | ₹2225 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 | 0.55% | 0.62% |
6 Month | 3.47% | 3.46% |
1 Year | 6.82% | 6.77% |
3 Year | 6.41% | 6.65% |
5 Year | 5.21% | 5.39% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.74% | 1.69% |
1 Year | 6.9% | 6.8% |
3 Year | 6.89% | 7.05% |
5 Year | 6.08% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 5.95% | 6.12% |
3 Year | 5.29% | 5.76% |
5 Year | 4.95% | 5.29% |
Risk Management
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.587% | 0.613% |
Sharp | -1.201% | -0.626% |
Beta | - | - |
Alpha | - | - |
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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 | 28.65 | 23.85 |
Large Cap | 56.46 | 49.55 |
Mid Cap | 11.72 | 16.52 |
Small Cap | 3.17 | 10.08 |
Sector Allocation
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 28.65 | 23.85 |
Energy | 9.93 | 5.46 |
Technology | 2.73 | 1.01 |
Financial Services | 22.9 | 39.68 |
Basic Materials | 17.34 | 8.07 |
Real Estate | 1.66 | 0.93 |
Consumer Cyclical | 6.01 | 7.38 |
Industrials | 0.62 | 1.82 |
Healthcare | 4.08 | 4.59 |
Utilities | 5.01 | 3.77 |
Consumer Defensive | 1.05 | 1.23 |
Communication Services | - | 2.2 |
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