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PGIM India Arbitrage Fund - Regular Plan - Annual Dividend

PGIM India · Arbitrage
Low
₹11.43
Current NAV
05 Mar 2021
-1.9%
1Y Return
-0.2%
3Y CAGR
0.3%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.16%) which can affect compounding over long horizons.
  • 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
1.16
Sharpe Ratio
1.36
Beta
-0.84
Alpha
1.35
Sortino
Fund Details
Fund House PGIM India
Category Arbitrage
AUM ₹6710 Cr
Expense Ratio 2.16%
Min SIP ₹500
Min Lumpsum ₹1000
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