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) | ₹98 Cr | ₹2327 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 | 0.6% | 0.6% |
| 6 Month | 2.65% | 2.89% |
| 1 Year | 5.95% | 6.15% |
| 3 Year | 6.53% | 6.83% |
| 5 Year | 5.45% | 5.67% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.39% | 1.47% |
| 1 Year | 5.42% | 5.85% |
| 3 Year | 6.27% | 6.55% |
| 5 Year | 6.02% | 6.28% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.98% | 6.16% |
| 3 Year | 5.52% | 5.92% |
| 5 Year | 5% | 5.33% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.68% |
| Sharp | 1.23% | 2.02% |
| Beta | 0.51% | 0.48% |
| Alpha | -0.23% | 0.14% |
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 | 29.66 | 25.75 |
| Large Cap | 55.66 | 47.75 |
| Mid Cap | 11.74 | 13.18 |
| Small Cap | 2.94 | 13.32 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 28.39 | 24.39 |
| Energy | 9.46 | 4.38 |
| Industrials | 15.99 | 4.18 |
| Financial Services | 23.17 | 36.62 |
| Basic Materials | 4.75 | 5.26 |
| Real Estate | 1.57 | 0.28 |
| Consumer Cyclical | 6.58 | 13.14 |
| Communication Services | 6.77 | 1.38 |
| Healthcare | 1.58 | 2.55 |
| Technology | 1.74 | 1.61 |
| Consumer Defensive | - | 3.63 |
| Utilities | - | 2.57 |
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