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PGIM India Arbitrage Fund - Direct Plan - Quarterly Dividend

PGIM India · Arbitrage
Low
₹10.94
Current NAV
05 Mar 2021
6.3%
1Y Return
7.3%
3Y CAGR
6.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.78%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.48).
  • Very large asset base (AUM: ₹20,530 Cr) indicating high investor trust and liquidity.
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
1.48
Sharpe Ratio
1.08
Beta
0.48
Alpha
1.75
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Fund Details
Fund House PGIM India
Category Arbitrage
AUM ₹20530 Cr
Expense Ratio 0.78%
Min SIP ₹500
Min Lumpsum ₹1000
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