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HDFC Arbitrage Fund - Wholesale Growth Option
Invest Now
Fund Manager: FM 1 -Ms. Nandita Menezes, FM 2 - Mr. Arun Agarwal FM 3 - Mr.Anil Bamboli, FM 4- Mr. Dhruv Muchhal |
Hybrid: Arbitrage |
Nifty 50 Arbitrage Index
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
6.53%
Inception Date
Oct 10, 2007
Expense Ratio
0.94%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
low
Investment Objective : To generate income through arbitrage opportunities and debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.45 | 3.24 | 6.83 | 7.03 | 5.61 | 5.67 |
| Nifty 50 Arbitrage Index | 2.12 | 3.72 | 7.61 | 6.87 | 5.32 | 5.6 |
| Hybrid: Arbitrage | 1.42 | 3.14 | 6.62 | 6.77 | 5.44 | 5.71 |
| Rank within Category | 15 | 13 | 9 | 7 | 7 | 12 |
| Number of Funds within Category | 33 | 32 | 28 | 26 | 24 | 15 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| HDFC Arbitrage Fund - Wholesale Growth Option | 2,106.81 | 0.94 | 6.83 | 7.03 | 5.61 | 5.67 |
| UTI Arbitrage Fund - Regular Plan - Growth Option | 786.31 | 0.76 | 7.01 | 7.05 | 5.67 | 5.83 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | 3,760.56 | 0.9 | 6.97 | 7.19 | 5.79 | 5.74 |
| Kotak Arbitrage Fund - Regular Plan - Growth | 6,992.38 | 1.05 | 6.95 | 7.21 | 5.85 | 5.95 |
| ICICI Prudential Equity Arbitrage Fund - Growth | 3,081.15 | 0.95 | 6.94 | 7.04 | 5.66 | 5.8 |
| Invesco India Arbitrage Fund - Growth Option | 2,389.99 | 1.06 | 6.89 | 7.17 | 5.79 | 5.83 |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | 2,064.62 | 1.03 | 6.88 | 6.96 | 5.6 | 5.74 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | 1,504.51 | 1.06 | 6.84 | 7.03 | 5.68 | 5.9 |
| Tata Arbitrage Fund-Regular Plan-Growth | 1,592.2 | 1.08 | 6.84 | 6.93 | 5.61 | 0.0 |
| BANDHAN Arbitrage Fund - Regular Plan - Growth | 898.55 | 1.08 | 6.78 | 6.96 | 5.53 | 5.69 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 7.6 | 6.64 | 5.34 | 5.67 | 5.96 | 3.74 | 3.6 | 4.16 | 7.23 | 4.01 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Hybrid: Arbitrage | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.