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) | ₹41552 Cr | ₹110 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 | 0.33% | 0.22% |
6 Month | 3.27% | 2.93% |
1 Year | 6.64% | 6.04% |
3 Year | 7.15% | 6.49% |
5 Year | 5.82% | 5.27% |
SIP Return Analysis
Scheme Name | SBI Arbitrage Opportunities Fund - Regular Plan - Gr | PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.42% | 1.16% |
1 Year | 6.4% | 5.7% |
3 Year | 7.07% | 6.5% |
5 Year | 6.6% | 5.98% |
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 | 0.39% | 0.45% |
Sharp | 1.19% | -0.59% |
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 | 33.12 | 36.27 |
Large Cap | 49.41 | 43.25 |
Mid Cap | 14.99 | 18.52 |
Small Cap | 2.48 | 1.96 |
Sector Allocation
Scheme Name |
SBI Arbitrage Opportunities Fund - Regular Plan - Gr |
PGIM India Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 31.29 | 34.31 |
Energy | 4.78 | 16.54 |
Utilities | 2.76 | 0.86 |
Industrials | 5.61 | 14.98 |
Technology | 5.62 | - |
Basic Materials | 5.28 | 5.66 |
Healthcare | 3.74 | 2.06 |
Consumer Defensive | 4.13 | - |
Financial Services | 26.81 | 16.38 |
Consumer Cyclical | 6.26 | 4.97 |
Real Estate | 1.36 | - |
Communication Services | 2.36 | 4.24 |
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