- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of HDFC Arbitrage Fund - Wholesale Plan with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 40,146 |
4,146 |
7.21% |
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
As of 30 Apr 2024, fund size of HDFC Arbitrage Fund - Wholesale Plan is
18,054 Cr. -
HDFC Arbitrage Fund - Wholesale Plan shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
0.99%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
HDFC Arbitrage Fund - Wholesale Plan is an
Hybridoriented mutual fund in the
- Arbitrage Fundcategory.
-
NIFTY 50 Arbitrage TRI
is the benchmark for HDFC Arbitrage Fund - Wholesale Plan. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
10 Oct 2007as at present it is 18 years old fund.
-
Name of the AMC is
HDFC Mutual Fund.
Click here to
know moreabout HDFC Mutual Fund.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. HDFC Arbitrage Fund - Wholesale Plan managed by following fund manager(s);
How does the
Return Comparison of the HDFC Arbitrage Fund - Wholesale Plan fare against peer funds in the Arbitrage fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by HDFC Arbitrage Fund - Wholesale Plan. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Arbitrage fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 0.72% | 1.60% | 3.74% | 7.30% | 7.57% | 7.12% | 5.76% | 5.95% |
| Category Average | 0.57% | 1.40% | 3.17% | 6.49% | 7.13% | 6.71% | 5.37% | 5.72% |
| HDFC Arbitrage Fund - Wholesale Plan | 0.58% | 1.45% | 3.30% | 6.91% | 7.35% | 6.94% | 5.52% | 5.67% |
| Kotak Equity Arbitrage Fund | 0.60% | 1.51% | 3.44% | 7.04% | 7.55% | 7.12% | 5.76% | 5.95% |
| Invesco India Arbitrage Fund | 0.59% | 1.49% | 3.35% | 6.94% | - | - | - | - |
| SBI Arbitrage Opportunities Fund | 0.62% | 1.57% | 3.49% | 7.00% | - | - | - | - |
| Edelweiss Arbitrage Fund | 0.72% | 1.59% | 3.74% | 7.30% | 7.57% | 7.06% | 5.67% | 5.93% |
| Edelweiss Arbitrage Fund | 0.72% | 1.59% | 3.74% | 7.30% | 7.57% | 7.06% | 5.67% | 5.93% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of HDFC Arbitrage Fund - Wholesale Plan are shown below;
Equity 57.42%
Debt 1.64%
Others 3.02%
Portfolio Holdings shown is as of 30 Apr 2024
Riskometer
Investors understand that their
principal
will be at Low risk