PGIM India Arbitrage Fund vs Nippon India Arbitrage Fund compare
Nippon India Arbitrage Fund - Growth Plan - Growth Option
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹16259 Cr | ₹102 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Oct 2010 | 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 | 1243% | 240% |
| Expense Ratio | 1.07 | 1.09 |
| Manager | Anju Chhajer | Puneet Pal |
| ISIN Code | INF204K01IY1 | INF223J019N4 |
| Exits Load | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.54% | 0.48% |
| 6 Month | 2.73% | 2.42% |
| 1 Year | 6.22% | 5.94% |
| 3 Year | 6.96% | 6.63% |
| 5 Year | 5.69% | 5.38% |
SIP Return Analysis
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.24% |
| 1 Year | 5.74% | 5.3% |
| 3 Year | 6.6% | 6.27% |
| 5 Year | 6.32% | 5.98% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.59% | 5.99% |
| 3 Year | 6.31% | 5.44% |
| 5 Year | 5.93% | 4.99% |
Risk Management
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.65% | 0.65% |
| Sharp | 2.2% | 1.51% |
| Beta | 0.48% | 0.5% |
| Alpha | 0.22% | -0.1% |
Fund Managers
| Scheme Name | Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anju Chhajer | Puneet Pal |
| Total AUM | ₹71679 Cr | ₹20950 Cr |
| Funds Managed | 13 | 19 |
| Nippon India Arbitrage Fund - Growth Plan - Growth Option | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.01 | 27.47 |
| Large Cap | 51.95 | 52.6 |
| Mid Cap | 19.68 | 12.6 |
| Small Cap | 3.37 | 7.33 |
Sector Allocation
| Scheme Name |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.9 | 27.47 |
| Energy | 5.98 | 9.78 |
| Industrials | 6.69 | 15.63 |
| Basic Materials | 11.23 | 4.3 |
| Healthcare | 4.39 | 1.47 |
| Consumer Defensive | 5.31 | - |
| Financial Services | 23.7 | 29.06 |
| Technology | 3.23 | - |
| Consumer Cyclical | 6.53 | 5.41 |
| Real Estate | 1.42 | 1.53 |
| Utilities | 3.39 | - |
| Communication Services | 4.22 | 5.35 |
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