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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) | ₹72774 Cr | ₹98 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 | 0.54% | 0.51% |
| 6 Month | 2.83% | 2.5% |
| 1 Year | 6.37% | 5.95% |
| 3 Year | 7.19% | 6.53% |
| 5 Year | 6.02% | 5.39% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.3% |
| 1 Year | 5.94% | 5.37% |
| 3 Year | 6.87% | 6.28% |
| 5 Year | 6.63% | 6.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.99% | 5.98% |
| 3 Year | 6.61% | 5.49% |
| 5 Year | 7.2% | 5% |
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 | 20.02 | 32.02 |
| Large Cap | -0.61 | 53.53 |
| Mid Cap | -0.19 | 11.88 |
| Small Cap | 0 | 2.57 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.02 | 32.02 |
| Petroleum Products | -0.01 | 9.64 |
| Electrical Equipment | -0.01 | - |
| Cement & Cement Products | -0.01 | 4.29 |
| Pharmaceuticals & Biotechnology | -0.02 | 1.51 |
| Personal Products | 0 | - |
| Construction | 0 | 9.55 |
| Ferrous Metals | -0.02 | - |
| Finance | -0.06 | 2.57 |
| Consumer Durables | -0.02 | 5.84 |
| Capital Markets | 0 | - |
| Healthcare Services | -0.02 | - |
| Banks | -0.04 | 21.31 |
| Diversified FMCG | -0.02 | - |
| Non - Ferrous Metals | -0.02 | - |
| Leisure Services | 0 | - |
| Automobiles | -0.02 | - |
| Aerospace & Defense | -0.02 | - |
| Auto Components | 0 | - |
| Realty | -0.01 | 1.52 |
| Insurance | -0.01 | - |
| Transport Services | -0.01 | - |
| Power | -0.01 | - |
| Telecom - Services | -0.02 | 5.98 |
| Gas | 0 | - |
| IT - Services | 0 | - |
| Agricultural Food & other Products | -0.01 | - |
| Industrial Products | -0.01 | - |
| Beverages | 0 | - |
| Diversified Metals | -0.01 | - |
| Oil | -0.01 | - |
| IT - Software | -0.03 | - |
| Food Products | 0 | - |
| Industrial Manufacturing | -0.01 | - |
| Chemicals & Petrochemicals | 0 | 5.77 |
| Financial Technology (Fintech) | -0.01 | - |
| Metals & Minerals Trading | -0.31 | - |
| Consumable Fuels | 0 | - |
| Minerals & Mining | -0.01 | - |
| Fertilizers & Agrochemicals | -0.01 | - |
| Retailing | -0.03 | - |
| Transport Infrastructure | 0 | - |
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