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PGIM India Arbitrage Fund vs UTI Arbitrage Fund compare

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tortoise-icon PGIM India Arbitrage Fund - Regular Plan - Growth

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tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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