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PGIM India Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹25150 Cr | ₹110 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 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 | 2126% | 240% |
| Expense Ratio | 1.06 | 1.09 |
| Manager | Deepak Gupta | Puneet Pal |
| ISIN Code | INF205K01122 | INF223J019N4 |
| Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 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 | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.39% | 0.36% |
| 6 Month | 3.16% | 2.93% |
| 1 Year | 6.55% | 6.14% |
| 3 Year | 7.19% | 6.55% |
| 5 Year | 5.81% | 5.31% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.39% | 1.16% |
| 1 Year | 6.24% | 5.7% |
| 3 Year | 7.02% | 6.5% |
| 5 Year | 6.59% | 5.98% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.49% | 5.97% |
| 3 Year | 6.11% | 5.34% |
| 5 Year | 6.77% | 4.97% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.36% | 0.45% |
| Sharp | 1.28% | -0.59% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Gupta | Puneet Pal |
| Total AUM | ₹12015 Cr | ₹20950 Cr |
| Funds Managed | 2 | 19 |
| Invesco India Arbitrage Fund - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.38 | 33.53 |
| Large Cap | 44.86 | 41.99 |
| Small Cap | 5.34 | 4.06 |
| Mid Cap | 22.41 | 20.43 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.15 | 31.6 |
| Energy | 7.56 | 17.29 |
| Utilities | 4.72 | 0.89 |
| Industrials | 7.16 | 15.12 |
| Technology | 6.23 | - |
| Basic Materials | 6.37 | 5.61 |
| Healthcare | 5.66 | 2.15 |
| Consumer Defensive | 4.59 | - |
| Financial Services | 22.9 | 17.85 |
| Consumer Cyclical | 4.42 | 5.19 |
| Real Estate | 2.05 | - |
| Communication Services | 2.2 | 4.29 |
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