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PGIM India Mutual Fund

PGIM India Arbitrage Fund

PGIM India Mutual Fund · Regular plan · Growth

3-year returns
7.1%
a year
NAV
₹21.15
▲ 0.19% · 18 Sept 2026
Fund size
₹99 Cr
Expense ratio
1.13%
a year
Minimum SIP
₹1,000

Returns, and where it stands

Against the average arbitrage fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.6%6%ahead2 of 33
3 years7.1%6.6%ahead1 of 26
5 years6.4%6%ahead1 of 21
10 years6.1%5.7%ahead1 of 13
Every period, and the Regular plan →
PeriodRegular
1 month0.5%
3 months1.7%
6 months3.2%
1 year6.6%
2 yearsp.a.6.7%
3 yearsp.a.7.1%
5 yearsp.a.6.4%
7 yearsp.a.5.9%
10 yearsp.a.6.1%

Figures are for the Regular plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

NAV history

▲ 6.62% in the last 1Y

19.920.521.118 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,388
XIRR (per year)
6.78%
Value today
₹1,99,388

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.1% a year
about the same as the arbitrage fund average
Worst fall so far
−0.7%
Mar 2020 to Mar 2020, against −0.6% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
4.3% to 7.4%
A year, at worst and at best. Typically 5.9%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
27 Aug 2014
Portfolio turnover
1.33x
Expense ratio
1.13%
as of 31 Aug 2026

Managed by Puneet Pal, Chetan Chavan

Regular plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

PGIM India Arbitrage Fund against other funds in the Arbitrage Fund category
Fund1Y3Y5YExpenseFund size
Kotak Arbitrage Fund6.89%7.53%6.95%2.4%₹75,712 Cr
Tata Arbitrage Fund6.85%7.51%6.82%1.71%₹24,950 Cr
Invesco India Arbitrage Fund6.94%7.51%7.06%0.39%₹30,618 Cr
Aditya Birla Sun Life Arbitrage Fund6.92%7.5%6.82%1.25%₹27,237 Cr
Edelweiss Arbitrage Fund6.84%7.47%6.9%1.76%₹14,849 Cr
ITI Arbitrage Fund7.02%7.46%6.27%1.15%₹63 Cr
PGIM India Arbitrage Fund6.62%7.1%6.45%1.13%₹99 Cr

About PGIM India Arbitrage Fund

PGIM India Arbitrage Fund is a arbitrage fund managed by PGIM India Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

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.

The scheme's stated objective, as published by PGIM India Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
RegularRegular IDCW₹11.2842138883
RegularRegular IDCW₹11.798138887
Growth₹21.1458138875
Growth₹19.6229138876
Growth₹12.5804138877
Growth₹11.5242138878

Frequently asked questions

What is the NAV of PGIM India Arbitrage Fund today?

The NAV of PGIM India Arbitrage Fund (Regular plan, Growth) is ₹21.1458, as of 18 Sept 2026.

What returns has PGIM India Arbitrage Fund given?

Over the last year the Regular plan returned 6.62%, and 7.1% a year over 3 years and 6.45% a year over 5 years. That places it 1 of 26 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of PGIM India Arbitrage Fund?

The Regular plan charges 1.13% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in PGIM India Arbitrage Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has PGIM India Arbitrage Fund fallen in the past?

Its deepest fall was 0.7% from 16 Mar 2020 to 26 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

Which category does PGIM India Arbitrage Fund belong to?

It is a Arbitrage Fund from PGIM India Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

How are gains from PGIM India Arbitrage Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.