PGIM India Arbitrage Fund vs Tata Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹103 Cr | ₹19150 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2014 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 240% | 487.73% |
| Expense Ratio | 1.09 | 1.08 |
| Manager | Puneet Pal | Sailesh Jain |
| ISIN Code | INF223J019N4 | INF277K015Q7 |
| Exits Load | PGIM India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata 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 | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.37% | 0.42% |
| 6 Month | 2.32% | 2.72% |
| 1 Year | 6.01% | 6.41% |
| 3 Year | 6.53% | 6.96% |
| 5 Year | 5.27% | 5.61% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.71% | 0.84% |
| 1 Year | 4.53% | 4.98% |
| 3 Year | 6.08% | 6.47% |
| 5 Year | 5.8% | 6.17% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.98% | 5.67% |
| 3 Year | 5.38% | 4.95% |
| 5 Year | 4.98% | 5.39% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.44% | 0.37% |
| Sharp | -0.47% | 0.71% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Puneet Pal | Sailesh Jain |
| Total AUM | ₹20950 Cr | ₹17041 Cr |
| Funds Managed | 19 | 7 |
| PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.47 | 34.63 |
| Large Cap | 42.69 | 40.57 |
| Mid Cap | 20.45 | 20.91 |
| Small Cap | 6.4 | 3.89 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 28.13 | 32.16 |
| Energy | 18.89 | 6.12 |
| Industrials | 14.83 | 4.84 |
| Financial Services | 24.21 | 23.2 |
| Basic Materials | 4.22 | 6.37 |
| Healthcare | 0 | 3.61 |
| Utilities | 0 | 3.71 |
| Consumer Cyclical | 4.82 | 6.05 |
| Communication Services | 4.9 | 3.2 |
| Technology | - | 3.18 |
| Consumer Defensive | - | 5.38 |
| Real Estate | - | 2.18 |
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