InvestVerdict
PGIM India Arbitrage Fund
· · Arbitrage · Scheme code 138875
Fund housePGIM India Mutual Fund
CategoryArbitrage
Plan & optionRegular ·
History10.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.51 | 1.94 | 3.22 | 6.49 | 7.14 | 6.39 | 5.91 | 6.10 | 6.10 |
| Arbitrage category median |
— | — | — | 5.92 | 6.68 | 5.92 | — | 5.75 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.1% | 0.60 | 1.15 | — | — | -0.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 467 | 3.6% | 6.4% | 8.1% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.