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) | ₹67362 Cr | ₹125 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 | 0.65% | 0.47% |
6 Month | 3.51% | 3.39% |
1 Year | 7.05% | 6.78% |
3 Year | 7.09% | 6.44% |
5 Year | 5.73% | 5.2% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.66% | 1.59% |
1 Year | 7.02% | 6.68% |
3 Year | 7.4% | 6.81% |
5 Year | 6.65% | 6.05% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.07% | 5.95% |
3 Year | 6.56% | 5.29% |
5 Year | 7.22% | 4.95% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.56% | 0.54% |
Sharp | 0.54% | -0.73% |
Beta | - | - |
Alpha | - | - |
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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 | 102.06 | 28.65 |
Large Cap | 57.67 | 56.46 |
Mid Cap | 12.58 | 11.72 |
Small Cap | 2.4 | 3.17 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 101.55 | 28.65 |
Basic Materials | 7.66 | 17.34 |
Energy | 8.75 | 9.93 |
Utilities | 4.11 | 5.01 |
Industrials | 5.82 | 0.62 |
Technology | 5.07 | 2.73 |
Healthcare | 2.62 | 4.08 |
Consumer Defensive | 3.85 | 1.05 |
Financial Services | 22.78 | 22.9 |
Consumer Cyclical | 7.68 | 6.01 |
Real Estate | 1.11 | 1.66 |
Communication Services | 3.7 | - |
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