Hybrid Arbitrage Fund Low Risk
To generate income through arbitrage opportunities and debt & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Arbitrage Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.41% | 1.35% | 3.03% | 4.39% | 5.84% | 6.58% | 6.92% | 6.53% | 5.93% | 5.62% | 6.5% |
| Category returns | 0.37% | 1.32% | 2.94% | 4.28% | 5.67% | 6.38% | 6.71% | 6.3% | 5.73% | 5.58% | N/A |
| Absolute returns | 0.24% | 1.13% | 2.74% | 4.15% | 5.78% | 13.33% | 21.9% | 28.72% | 33.38% | 72.77% | 221.91% |
| Rank within category | 7 | 10 | 9 | 10 | 12 | 6 | 5 | 5 | 7 | 12 | N/A |
| Total Schemes in Category | 38 | 36 | 34 | 32 | 32 | 27 | 25 | 24 | 24 | 15 | N/A |
| Arbitrage Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 6.64% | 5.34% | 5.67% | 5.96% | 3.74% | 3.6% | 4.16% | 7.23% | 7.66% | 6.34% | 2.14% |
| Q1 returns | 1.52% | 1.27% | 1.5% | 1.34% | 1.42% | 0.79% | 0.84% | 1.73% | 2.03% | 1.77% | 1.53% |
| Q2 returns | 1.53% | 1.38% | 1.3% | 1.71% | 0.9% | 1.23% | 1.01% | 1.76% | 1.92% | 1.56% | 0.6% |
| Q3 Returns | 1.79% | 1.44% | 1.35% | 1.48% | 0.48% | 0.78% | 0.83% | 1.9% | 1.71% | 1.28% | N/A |
| Q4 Returns | 1.64% | 1.16% | 1.41% | 1.3% | 0.89% | 0.74% | 1.41% | 1.66% | 1.79% | 1.58% | N/A |
Expense ratio: 0.75%
Inclusive of GST
Exit load
0.25% on or before 1M, Nil after 1M
| Alpha | -0.0196224 |
| Beta | 0.5083 |
| Sharpe Ratio | 0.150377 |
| Sortino Ratio | 0.0821101 |
| R-Squared | 0.4338 |
| Tracking Error | 0.1281 |
| Downside Risk | 0.08 |
| Std. Deviation (Annualised) | 0.45 |
| Arbitrage Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Arbitrage Fund - Growth | 0.39% | 1.38% | 3.03% | 4.4% | 5.85% | 7.06% | 6.14% | 5.91% | 6.87% | 67,116.50 | 0.97 | 0.28 | Low |
| UTI Arbitrage Fund - Regular Plan - Growth | 0.4% | 1.34% | 3.02% | 4.4% | 5.89% | 7% | 5.98% | 5.8% | 6.78% | 10,499.50 | 0.78 | 0.25 | Low |
| SBI Arbitrage Opportunities Fund - Regular Plan - Growth | 0.36% | 1.34% | 3.01% | 4.37% | 5.95% | 6.99% | 6.15% | 5.74% | 6.71% | 41,059.20 | 0.90 | 0.26 | Low |
| Invesco India Arbitrage Fund - Regular Plan - Growth | 0.41% | 1.3% | 3.02% | 4.43% | 5.9% | 6.96% | 6.15% | 5.79% | 6.56% | 26,370.10 | 1.06 | 0.23 | Low |
| HDFC Arbitrage Fund - Wholesale Plan - Growth Current | 0.41% | 1.35% | 3.03% | 4.39% | 5.84% | 6.92% | 5.93% | 5.62% | 6.5% | 23,776.90 | 0.92 | 0.21 | Low |
| ICICI Prudential Equity - Arbitrage - Growth | 0.38% | 1.33% | 3.02% | 4.38% | 5.84% | 6.92% | 5.97% | 5.77% | 6.84% | 31,341.60 | 0.88 | 0.20 | Low |
| Edelweiss Arbitrage Fund - Regular Plan - Growth | 0.39% | 1.33% | 2.95% | 4.3% | 5.74% | 6.9% | 5.99% | 5.83% | 6.16% | 14,413.90 | 1.05 | 0.19 | Low |
| Aditya Birla Sun Life Arbitrage Fund - Growth | 0.4% | 1.32% | 2.97% | 4.31% | 5.78% | 6.87% | 5.89% | 5.72% | 6.29% | 25,064.60 | 1.03 | 0.17 | Low |
| Tata Arbitrage Fund - Regular Plan - Growth | 0.39% | 1.34% | 3.02% | 4.35% | 5.84% | 6.85% | 5.86% | 0% | 5.71% | 20,686.40 | 1.09 | 0.16 | Low |
| ITI Arbitrage Fund - Regular Plan - Growth | 0.25% | 1.35% | 2.99% | 4.41% | 5.92% | 6.83% | 5.22% | 0% | 4.73% | 72.91 | 0.93 | 0.14 | Low |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Mutual Funds Units | 16.99% |
| Domestic Equities | 66.37% | |
| Cash & Cash Equivalents and Net Assets | 2.20% | |
| Certificate of Deposit | 14.10% | |
| Corporate Debt | 0.35% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 33.63% | |
| Banks | 15.75% | |
| Petroleum Products | 5.32% | |
| Telecom - Services | 3.37% | |
| Ferrous Metals | 4.66% | |
| Diversified FMCG | 2.18% | |
| Cement & Cement Products | 2.86% | |
| Automobiles | 4.58% | |
| Power | 2.49% | |
| Consumer Durables | 1.92% | |
| Aerospace & Defense | 1.81% | |
| Electrical Equipment | 1.73% | |
| Finance | 4.69% | |
| Capital Markets | 0.96% | |
| Construction | 0.92% | |
| Retailing | 1.05% | |
| Agricultural Food & Other Products | 0.83% | |
| Pharmaceuticals & Biotechnology | 2.39% | |
| Metals & Minerals Trading | 0.62% | |
| Minerals & Mining | 0.59% | |
| Transport Infrastructure | 0.53% | |
| Non - Ferrous Metals | 1.00% | |
| Healthcare Services | 0.60% | |
| Food Products | 0.57% | |
| Industrial Products | 0.64% | |
| Oil | 0.43% | |
| Transport Services | 0.63% | |
| Realty | 0.68% | |
| Insurance | 0.54% | |
| Financial Technology (Fintech) | 0.28% | |
| Beverages | 0.31% | |
| Auto Components | 0.47% | |
| Fertilizers & Agrochemicals | 0.19% | |
| IT - Software | 0.25% | |
| Leisure Services | 0.15% | |
| Personal Products | 0.11% | |
| Industrial Manufacturing | 0.10% | |
| Chemicals & Petrochemicals | 0.10% | |
| Textiles & Apparels | 0.04% | |
| Consumable Fuels | 0.02% | |
| Gas | 0.02% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| HDFC Money Market Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 8.43% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 6.54% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 4.59% |
| TREPS - Tri-party Repo | Cash & Cash Equivalents and Net Assets | 4.46% | |
| HDFC Liquid Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 3.80% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 3.35% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.71% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 2.51% |
| HDFC Ultra Short Term Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 2.49% | |
| HDFC Low Duration Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 2.27% | |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 2.10% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 2.09% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.79% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.79% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 1.69% |
| NTPC Ltd. | Power | Domestic Equities | 1.54% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 1.47% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.45% |
| Bank of Baroda^ | Certificate of Deposit | 1.36% | |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.29% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.22% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.18% |
| Indian Overseas Bank^ | Certificate of Deposit | 1.16% | |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 1.07% |
| Indian Bank^ | Certificate of Deposit | 0.98% | |
| Bank of Baroda^ | Certificate of Deposit | 0.98% | |
| Union Bank of India^ | Certificate of Deposit | 0.97% | |
| Bank of Baroda | Certificate of Deposit | 0.97% | |
| Export - Import Bank of India^ | Certificate of Deposit | 0.97% | |
| Small Industries Development Bank^ | Certificate of Deposit | 0.97% | |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.88% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.87% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 0.86% |
| Punjab National Bank^ | Certificate of Deposit | 0.77% | |
| Eternal Ltd. | Retailing | Domestic Equities | 0.68% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.68% |
| Marico Ltd. | Agricultural Food & Other Products | Domestic Equities | 0.68% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.62% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 0.62% |
| NMDC Ltd. | Minerals & Mining | Domestic Equities | 0.59% |
| Kotak Mahindra Bank Limited^ | Certificate of Deposit | 0.58% | |
| Punjab National Bank | Banks | Domestic Equities | 0.58% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.57% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.55% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.54% |
| LIC Housing Finance Ltd. | Finance | Domestic Equities | 0.51% |
| Bank Of Baroda | Banks | Domestic Equities | 0.51% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 0.49% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.49% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 0.48% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.48% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.45% |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 0.45% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.44% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.43% |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.42% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 0.42% |
| Canara Bank | Banks | Domestic Equities | 0.42% |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 0.42% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.41% |
| Indian Oil Corporation Ltd. | Petroleum Products | Domestic Equities | 0.40% |
| Yes Bank Ltd. | Banks | Domestic Equities | 0.40% |
| Punjab National Bank | Certificate of Deposit | 0.40% | |
| Indian Bank^ | Certificate of Deposit | 0.39% | |
| ICICI Bank Ltd.^ | Certificate of Deposit | 0.39% | |
| Bank of Baroda^ | Certificate of Deposit | 0.39% | |
| Canara Bank | Certificate of Deposit | 0.39% | |
| National Bank for Agri & Rural Dev.^ | Certificate of Deposit | 0.39% | |
| ICICI Bank Ltd.^ | Certificate of Deposit | 0.39% | |
| Kotak Mahindra Bank Limited^ | Certificate of Deposit | 0.39% | |
| Canara Bank^ | Certificate of Deposit | 0.39% | |
| Indian Overseas Bank^ | Certificate of Deposit | 0.39% | |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 0.38% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.37% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.33% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.31% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.30% |
| DLF Ltd. | Realty | Domestic Equities | 0.29% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 0.28% |
| 8.47% LIC Housing Finance Ltd.^ | Corporate Debt | 0.27% | |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.26% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.26% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.25% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.25% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.23% |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 0.23% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.22% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.21% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.20% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.20% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.20% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.20% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.20% |
| Axis Bank Ltd.^ | Certificate of Deposit | 0.19% | |
| Punjab National Bank^ | Certificate of Deposit | 0.19% | |
| Lodha Developers Ltd. | Realty | Domestic Equities | 0.19% |
| Hindustan Zinc Ltd. | Non - Ferrous Metals | Domestic Equities | 0.19% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.19% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.19% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.19% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.18% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 0.18% |
| State Bank Of India | Banks | Domestic Equities | 0.18% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.17% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.17% |
| Inox Wind Ltd. | Electrical Equipment | Domestic Equities | 0.17% |
| Sammaan Capital Ltd. | Finance | Domestic Equities | 0.17% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 0.16% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.15% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.15% |
| Adani Green Energy Ltd. | Power | Domestic Equities | 0.15% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.15% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.14% |
| REC Ltd. | Finance | Domestic Equities | 0.13% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.13% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.13% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.11% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.11% |
| Small Industries Development Bank^ | Certificate of Deposit | 0.10% | |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.10% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.10% |
| Waaree Energies Ltd. | Electrical Equipment | Domestic Equities | 0.10% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 0.09% |
| JSW Energy Ltd. | Power | Domestic Equities | 0.09% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 0.09% |
| Dabur India Ltd. | Personal Products | Domestic Equities | 0.09% |
| Container Corporation Of India Ltd. | Transport Services | Domestic Equities | 0.09% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.08% |
| 8.47% LIC Housing Finance Ltd.^ | Corporate Debt | 0.08% | |
| Bank Of India | Banks | Domestic Equities | 0.08% |
| Patanjali Foods Ltd. | Agricultural Food & Other Products | Domestic Equities | 0.08% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.08% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.08% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.07% |
| Mazagon Dock Shipbuilders Ltd. | Industrial Manufacturing | Domestic Equities | 0.07% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.07% |
| Tata Consumer Products Ltd. | Agricultural Food & Other Products | Domestic Equities | 0.06% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 0.06% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.06% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 0.06% |
| NBCC (India) Ltd. | Construction | Domestic Equities | 0.06% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.06% |
| Bosch Ltd. | Auto Components | Domestic Equities | 0.06% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.06% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.06% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.05% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.05% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 0.04% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.04% |
| Indian Energy Exchange Ltd. | Capital Markets | Domestic Equities | 0.04% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.04% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 0.04% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.04% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.04% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.03% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.03% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 0.03% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.03% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.03% |
| Union Bank Of India | Banks | Domestic Equities | 0.03% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.03% |
| Cochin Shipyard Ltd. | Industrial Manufacturing | Domestic Equities | 0.03% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 0.02% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.02% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.02% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.02% |
| Adani Power Ltd. | Power | Domestic Equities | 0.02% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.02% |
| GAIL (India) Ltd. | Gas | Domestic Equities | 0.02% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.02% |
| NHPC Ltd. | Power | Domestic Equities | 0.02% |
| Angel One Ltd. | Capital Markets | Domestic Equities | 0.02% |
| Havells India Ltd. | Consumer Durables | Domestic Equities | 0.02% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 0.01% |
| Oil India Ltd. | Oil | Domestic Equities | 0.01% |
| Bajaj Holdings & Investment Ltd. | Finance | Domestic Equities | 0.01% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.01% |
| Manappuram Finance Ltd. | Finance | Domestic Equities | 0.01% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.01% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.00% |
| Petronet LNG Ltd. | Gas | Domestic Equities | 0.00% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.00% |
| Dalmia Bharat Ltd. | Cement & Cement Products | Domestic Equities | 0.00% |
| Oberoi Realty Ltd. | Realty | Domestic Equities | 0.00% |
| KPIT Technologies Ltd. | IT - Software | Domestic Equities | 0.00% |
| Net Current Assets | Cash & Cash Equivalents and Net Assets | -2.27% | |
| Total | 100.00% |
Mr. Anil Bamboli has 16 years of experience in fund management and research, Fixed Income dealing. He is with HDFC AMC from July 2003 till date. Prior to this he was Asst. Vice President in SBI Funds Management Pvt. Ltd.
RETURNS
It is an Open ended scheme that primarily invests in Arbitrage Fund.
To generate income through arbitrage opportunities and debt & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
The scheme benchmark is the Nifty 50 Arbitrage
It is classified as Low Risk, suitable for investors with a Low risk appetite.
Returns Delivered by the funds are as follows:
1-year: 5.78%
3-year: 6.82%
5-year: 5.93%
Top holdings include names such as:
The NAV is around ₹32.19 (approx.) for the HDFC Arbitrage Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹24,439 Cr.
The expense ratio for the Regular Plan is 0.75.
0.25% on or before 1M, Nil after 1M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Arun Agarwal, Nandita Menezes, Anil Bamboli
This fund is suitable for investors with a Low risk tolerance.
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