PGIM India Arbitrage Fund vs SBI Arbitrage Opportunities Fund compare
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
PGIM India Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹39217 Cr | ₹103 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 2006 | 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 | 252% | 240% |
| Expense Ratio | 0.94 | 1.09 |
| Manager | R Arun | Puneet Pal |
| ISIN Code | INF200K01156 | INF223J019N4 |
| Exits Load | SBI Arbitrage Opportunities Fund - Regular Plan - 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 | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.43% | 0.37% |
| 6 Month | 2.83% | 2.32% |
| 1 Year | 6.56% | 6.01% |
| 3 Year | 7.17% | 6.53% |
| 5 Year | 5.85% | 5.27% |
SIP Return Analysis
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.87% | 0.71% |
| 1 Year | 5.11% | 4.53% |
| 3 Year | 6.6% | 6.08% |
| 5 Year | 6.4% | 5.8% |
Rolling Lumpsum Returns
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.55% | 5.98% |
| 3 Year | 6.19% | 5.38% |
| 5 Year | 6.91% | 4.98% |
Risk Management
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.44% |
| Sharp | 1.25% | -0.47% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | R Arun | Puneet Pal |
| Total AUM | ₹207055 Cr | ₹20950 Cr |
| Funds Managed | 8 | 19 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.48 | 30.47 |
| Large Cap | 50.38 | 42.69 |
| Mid Cap | 16.4 | 20.45 |
| Small Cap | 2.74 | 6.4 |
Sector Allocation
| Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
PGIM India Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.12 | 28.13 |
| Energy | 5.44 | 18.89 |
| Industrials | 6.28 | 14.83 |
| Technology | 5.56 | - |
| Basic Materials | 6.25 | 4.22 |
| Healthcare | 3.86 | 0 |
| Consumer Defensive | 4.22 | - |
| Financial Services | 25.87 | 24.21 |
| Consumer Cyclical | 6.26 | 4.82 |
| Real Estate | 1.42 | - |
| Utilities | 2.59 | 0 |
| Communication Services | 3.12 | 4.9 |
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