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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) | ₹102 Cr | ₹20154 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 | 0.48% | 0.52% |
| 6 Month | 2.42% | 2.7% |
| 1 Year | 5.94% | 6.33% |
| 3 Year | 6.63% | 7.06% |
| 5 Year | 5.38% | 5.69% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.24% | 1.34% |
| 1 Year | 5.3% | 5.77% |
| 3 Year | 6.27% | 6.68% |
| 5 Year | 5.98% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.99% | 5.87% |
| 3 Year | 5.44% | 5.01% |
| 5 Year | 4.99% | 5.41% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.42% | 0.36% |
| Sharp | -0.27% | 0.93% |
| Beta | 0.5% | - |
| Alpha | -0.1% | - |
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 | 27.47 | 29.5 |
| Large Cap | 52.6 | 43.07 |
| Mid Cap | 12.6 | 22.81 |
| Small Cap | 7.33 | 4.63 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 27.47 | 26.72 |
| Energy | 9.78 | 5.88 |
| Industrials | 15.63 | 6.39 |
| Financial Services | 29.06 | 25.25 |
| Healthcare | 1.47 | 3.28 |
| Basic Materials | 4.3 | 8.43 |
| Real Estate | 1.53 | 2.56 |
| Consumer Cyclical | 5.41 | 5.08 |
| Communication Services | 5.35 | 3.12 |
| Technology | - | 3.43 |
| Consumer Defensive | - | 6.49 |
| Utilities | - | 3.37 |
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