PGIM India Arbitrage Fund - Direct Plan

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Value Research Rating

2 star

Analyst’s Choice

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Riskometer

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Low

₹18.4503 0.09%

As on 13-Aug-2024

Returns

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Calculate SIP Returns of PGIM India Arbitrage Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Low risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of PGIM India Arbitrage Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Other details of PGIM India Arbitrage Fund - Direct Plan

Assets info

₹109 Cr

Exit Load (Days) info

0.25 (30)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

1,000

Min. No of Cheques

5

Investment Strategy

The scheme seeks to generate income by investing in arbitrage opportunities that potentially exist between the cash and derivatives market as well as within the derivatives segment of the market. Investments may also be made in debt & money market instruments.

Suitability

"Arbitrage funds invest in equity shares and derivatives, and earn their returns through the price differential between a stock and its futures. You can expect to earn better returns than what you would get from a bank account.

They are usually suitable to park your money for a period ranging between three months to a year. However, we believe that liquid funds, which have a similar risk-return payoff, are a better alternative for most investors for such a time frame. Arbitrage funds may have some appeal for those who are in the highest tax bracket, given the preferential tax treatment of these funds.

The risk of incurring a loss in these funds over the said time frame is low but they do not guarantee returns or safety of capital.

Remember, these funds usually deliver low returns which are only marginally higher than your bank account. They are not suitable if your aim is to build wealth in the long run."

FAQ for PGIM India Arbitrage Fund - Direct Plan

PGIM India Arbitrage Fund - Direct Plan invests in equity shares and derivatives and earns through the price differential between a stock and its futures.

Mutual funds can be bought directly from the website of the fund house. For instance, PGIM India Arbitrage Fund - Direct Plan fund can be purchased from the website of PGIM India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of PGIM India Arbitrage Fund - Direct Plan is ₹18.4503 as of 14-Aug-2024.

The AUM of PGIM India Arbitrage Fund - Direct Plan Fund is ₹109 Cr as of 31-Jul-2024

The riskometer level of PGIM India Arbitrage Fund - Direct Plan is Low. See More

As of 31-Jul-2024, PGIM India Arbitrage Fund - Direct Plan had invested See More

PGIM India Arbitrage Fund - Direct Plan is 9 years 11 months old. It has delivered 6.34% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
8.04%
6.13%
5.58%
5.81%
--
6.34%

No, There is no lock in period in PGIM India Arbitrage Fund - Direct Plan.

The expense ratio of PGIM India Arbitrage Fund - Direct Plan is 0.38.

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