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PGIM India Arbitrage Fund - Direct Plan - Annual Dividend

PGIM India · Arbitrage
Low
₹11.72
Current NAV
05 Mar 2021
6.6%
1Y Return
5.6%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.56).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.56
Sharpe Ratio
0.56
Beta
1.56
Alpha
1.97
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Fund Details
Fund House PGIM India
Category Arbitrage
AUM ₹610 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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