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) | ₹71608 Cr | ₹110 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 | 0.51% | 0.24% |
6 Month | 3.24% | 2.93% |
1 Year | 6.89% | 6.27% |
3 Year | 7.19% | 6.48% |
5 Year | 5.87% | 5.29% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.43% | 1.1% |
1 Year | 6.55% | 5.74% |
3 Year | 7.22% | 6.52% |
5 Year | 6.64% | 5.96% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.06% | 5.97% |
3 Year | 6.58% | 5.34% |
5 Year | 7.22% | 4.97% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.42% | 0.40% |
Sharp | 1.23% | -0.41% |
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 | 26.79 | 33.53 |
Large Cap | 54.99 | 41.99 |
Mid Cap | 15.76 | 20.43 |
Small Cap | 2.45 | 4.06 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 23.74 | 31.6 |
Energy | 5.44 | 17.29 |
Utilities | 2.88 | 0.89 |
Industrials | 7.75 | 15.12 |
Technology | 6.48 | - |
Basic Materials | 6.93 | 5.61 |
Healthcare | 5.4 | 2.15 |
Consumer Defensive | 4.72 | - |
Financial Services | 23.08 | 17.85 |
Consumer Cyclical | 9.15 | 5.19 |
Real Estate | 1.44 | - |
Communication Services | 2.97 | 4.29 |
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