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) | ₹102 Cr | ₹10720 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 | 0.48% | 0.55% |
| 6 Month | 2.42% | 2.83% |
| 1 Year | 5.94% | 6.54% |
| 3 Year | 6.63% | 7.23% |
| 5 Year | 5.38% | 5.8% |
SIP Return Analysis
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.24% | 1.43% |
| 1 Year | 5.3% | 6% |
| 3 Year | 6.27% | 6.87% |
| 5 Year | 5.98% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.99% | 6.83% |
| 3 Year | 5.44% | 6.7% |
| 5 Year | 4.99% | 6.94% |
Risk Management
| Scheme Name | PGIM India Arbitrage Fund - Regular Plan - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.42% | 0.37% |
| Sharp | -0.27% | 1.35% |
| Beta | 0.5% | 0.49% |
| Alpha | -0.1% | 0.47% |
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 | 27.47 | 21.92 |
| Large Cap | 52.6 | 53.38 |
| Mid Cap | 12.6 | 21.18 |
| Small Cap | 7.33 | 3.51 |
Sector Allocation
| Scheme Name |
PGIM India Arbitrage Fund - Regular Plan - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.47 | 20.85 |
| Energy | 9.78 | 4.1 |
| Industrials | 15.63 | 5.06 |
| Financial Services | 29.06 | 31.05 |
| Healthcare | 1.47 | 4.35 |
| Basic Materials | 4.3 | 9.05 |
| Real Estate | 1.53 | 1.79 |
| Consumer Cyclical | 5.41 | 8.95 |
| Communication Services | 5.35 | 2.77 |
| Consumer Defensive | - | 5.76 |
| Utilities | - | 1.9 |
| Technology | - | 4.37 |
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