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) | ₹37606 Cr | ₹124 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 | 0.6% | 0.49% |
6 Month | 3.49% | 3.34% |
1 Year | 7.05% | 6.64% |
3 Year | 7.22% | 6.59% |
5 Year | 5.78% | 5.32% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.73% | 1.53% |
1 Year | 7.07% | 6.58% |
3 Year | 7.31% | 6.8% |
5 Year | 6.67% | 6.09% |
Rolling Lumpsum Returns
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.52% | 5.97% |
3 Year | 6.17% | 5.34% |
5 Year | 6.93% | 4.97% |
Risk Management
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.52% | 0.53% |
Sharp | 0.60% | -0.71% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 31.9 | 28.99 |
Large Cap | 51.03 | 42.51 |
Mid Cap | 13.67 | 25.32 |
Small Cap | 3.4 | 3.18 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 30.06 | 27.19 |
Energy | 3.76 | 17.09 |
Utilities | 3.4 | 0.8 |
Industrials | 6.15 | 14.26 |
Technology | 5.85 | 0 |
Basic Materials | 7.59 | 9.91 |
Healthcare | 3.81 | 1.65 |
Consumer Defensive | 4.89 | - |
Financial Services | 26.42 | 19.74 |
Consumer Cyclical | 4.83 | 5.34 |
Real Estate | 0.98 | - |
Communication Services | 2.27 | 4.02 |
Top Comparisons
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.95%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns20.42%
HDFC Multi Cap Fund - Growth Option
3Y Returns21.54%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns16.94%
Quant Flexi Cap Fund-Growth
3Y Returns18.13%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns19.36%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.26%