PGIM India Arbitrage Fund vs UTI Arbitrage Fund compare
PGIM India Arbitrage Fund - Regular Plan - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹110 Cr | ₹9149 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Aug 2014 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 240% | 1110% |
Expense Ratio | 1.09 | 0.74 |
Manager | Puneet Pal | Deepesh Agarwal |
ISIN Code | INF223J019N4 | INF789FB1RJ0 |
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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.36% | 0.39% |
6 Month | 2.93% | 3.26% |
1 Year | 6.14% | 6.72% |
3 Year | 6.55% | 7.09% |
5 Year | 5.31% | 5.69% |
SIP Return Analysis
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.16% | 1.37% |
1 Year | 5.7% | 6.34% |
3 Year | 6.5% | 7.07% |
5 Year | 5.98% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.97% | 6.86% |
3 Year | 5.34% | 6.68% |
5 Year | 4.97% | 6.97% |
Risk Management
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.45% | 0.41% |
Sharp | -0.59% | 0.81% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Puneet Pal | Deepesh Agarwal |
Total AUM | ₹20950 Cr | ₹35015 Cr |
Funds Managed | 19 | 9 |
PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.53 | 35.13 |
Large Cap | 41.99 | 46.83 |
Mid Cap | 20.43 | 15.05 |
Small Cap | 4.06 | 2.99 |
Sector Allocation
Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.6 | 33.66 |
Energy | 17.29 | 4.74 |
Basic Materials | 5.61 | 6.6 |
Industrials | 15.12 | 4.14 |
Financial Services | 17.85 | 25 |
Healthcare | 2.15 | 4.28 |
Utilities | 0.89 | 1.8 |
Consumer Cyclical | 5.19 | 6.55 |
Communication Services | 4.29 | 2.8 |
Technology | - | 4.83 |
Consumer Defensive | - | 4.8 |
Real Estate | - | 0.79 |
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