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 | ₹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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