Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹1000 & Lump. ₹5000
₹100 Cr
N/A
1.04
Nifty 50 Arbitrage
0.25% for redemptions within 30 days.
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.47 | -1.15 | 1.13 |
| 6M | 2.96 | 0.72 | 3.86 |
| 1Y | 5.44 | 3.11 | 7.70 |
| 3Y | 6.50 | 8.46 | 25.08 |
Portfolio Analysis
- Equity: 65.28%
- Debt: 34.72%
- Others
About Fund
PGIM India Arbitrage Fund Growth managed by PGIM India Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹100 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.04. Under the expert guidance of Puneet Pal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Puneet Pal
Mr. Puneet is an alumnus of the Symbiosis Institute of Management, Pune and a Bachelor of Commerce from Punjab University, Chandigarh, 1997. He has over 10 years of experience in asset management. <BR> In his position as Deputy Head of Fixed Income, Puneet is an integral part of a team of investment professionals managing Fixed Income funds for BNP Paribas Mutual Fund. In his previous assignment, he was Senior Vice President & Fund Manager at UTI Mutual Fund from July 2008 - February 15, 2012. He was a Fund Manager at Tata Mutual Fund (August 2006 - July 2008) before which he was with UTI Mutual Fund for 3 years.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBank of India Arbitrage Fund Growth | 0 | 44.79 CR | 0.94 |
| This FundJM Arbitrage Fund Growth | 1 | 353.15 CR | 1.08 |
| This FundPGIM India Arbitrage Fund Growth | 0 | 100.1 CR | 1.04 |
| This FundUTI Arbitrage Fund Growth | 5 | 10499.51 CR | 0.78 |
| This FundKotak Arbitrage Fund - Growth | 4 | 67116.51 CR | 1.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India Arbitrage Fund Growth | 5.5652 | 20.3423 |
| This FundJM Arbitrage Fund Growth | 5.5461 | 20.7037 |
| This FundPGIM India Arbitrage Fund Growth | 5.4401 | 20.7901 |
| This FundUTI Arbitrage Fund Growth | 5.9968 | 22.6443 |
| This FundKotak Arbitrage Fund - Growth | 5.9375 | 22.8639 |
FAQs
- 1 Month : 0.47%
- 6 Months : 2.96%
- 1 Year : 5.44%
- 3 Years : 6.50%