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PGIM India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Arbitrage Fund - Growth

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tortoise-icon PGIM India Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Fund Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹72774 Cr ₹102 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 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 1777.06% 240%
Expense Ratio 1.04 1.09
Manager Hiten Shah Puneet Pal
ISIN Code INF174K01302 INF223J019N4
Exits Load Kotak Equity Arbitrage Fund - 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 Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
1 Month 0.44% 0.38%
6 Month 2.77% 2.43%
1 Year 6.41% 5.89%
3 Year 7.24% 6.56%
5 Year 6% 5.38%

SIP Return Analysis

Scheme Name Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
6 Month 1.4% 1.24%
1 Year 5.87% 5.3%
3 Year 6.87% 6.27%
5 Year 6.61% 5.98%

Rolling Lumpsum Returns

Scheme Name Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
1 Year 7% 5.98%
3 Year 6.61% 5.47%
5 Year 7.21% 4.99%

Risk Management

Scheme Name Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.7% 0.65%
Sharp 2.69% 1.51%
Beta 0.55% 0.5%
Alpha 0.46% -0.1%

Fund Managers

Scheme Name Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth
Name Hiten Shah Puneet Pal
Total AUM ₹54601 Cr ₹20950 Cr
Funds Managed 4 19
Kotak Arbitrage Fund - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Arbitrage Fund - Growth

PGIM India Arbitrage Fund - Regular Plan - Growth

Others 24.37 32.02
Large Cap 51.68 53.53
Mid Cap 20.85 11.88
Small Cap 3.11 2.57

Sector Allocation

Scheme Name

Kotak Arbitrage Fund - Growth

PGIM India Arbitrage Fund - Regular Plan - Growth

Others 20.01 32.02
Energy 3.63 9.64
Industrials 8.36 15.32
Basic Materials 11.76 4.29
Healthcare 6.1 1.51
Consumer Defensive 5.56 -
Financial Services 23.08 23.88
Technology 5.25 -
Consumer Cyclical 10.12 5.84
Real Estate 1.02 1.52
Utilities 2.37 -
Communication Services 2.74 5.98

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