PGIM India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
                                
                                Kotak Arbitrage Fund - Growth
                            
                                
                                PGIM India Arbitrage Fund - Regular Plan - Growth
                            
Chart Comparison
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) | ₹71518 Cr | ₹103 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% | 0.37% | 
| 6 Month | 2.69% | 2.32% | 
| 1 Year | 6.5% | 6.01% | 
| 3 Year | 7.2% | 6.53% | 
| 5 Year | 5.87% | 5.27% | 
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth | 
|---|---|---|
| 6 Month | 0.87% | 0.73% | 
| 1 Year | 4.98% | 4.56% | 
| 3 Year | 6.65% | 6.1% | 
| 5 Year | 6.41% | 5.81% | 
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth | 
|---|---|---|
| 1 Year | 7.04% | 5.98% | 
| 3 Year | 6.59% | 5.38% | 
| 5 Year | 7.21% | 4.98% | 
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth | 
|---|---|---|
| Standard Deviation | 0.43% | 0.44% | 
| Sharp | 1.22% | -0.47% | 
| Beta | - | - | 
| Alpha | - | - | 
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 | 22.72 | 30.47 | 
| Large Cap | 57.46 | 42.69 | 
| Mid Cap | 17.39 | 20.45 | 
| Small Cap | 2.43 | 6.4 | 
Sector Allocation
| Scheme Name | 
                                                     Kotak Arbitrage Fund - Growth  | 
                                                                                            
                                                     PGIM India Arbitrage Fund - Regular Plan - Growth  | 
                                                                                    
                                    
|---|---|---|
| Others | 20.6 | 28.13 | 
| Energy | 5.72 | 18.89 | 
| Industrials | 7.36 | 14.83 | 
| Technology | 4.41 | - | 
| Basic Materials | 9.99 | 4.22 | 
| Healthcare | 4.68 | 0 | 
| Consumer Defensive | 4.52 | - | 
| Financial Services | 23.54 | 24.21 | 
| Consumer Cyclical | 10.59 | 4.82 | 
| Real Estate | 1.81 | - | 
| Utilities | 3.76 | 0 | 
| Communication Services | 3.01 | 4.9 | 
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