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  • HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M)
HDFC Mutual Funds

HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M)

HybridArbitrage

17.836

NAV (Dec 03)

4.8%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in arbitrage mutual funds.

However, Scripbox does not recommend investing in arbitrage mutual funds.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

7,881 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

17.836

NAV (Dec 3)

Fund Returns

Last 1Y

3.8%

Last 3Y

4.4%

Last 5Y

4.8%

Last 10Y

6.3%

Since Inception

6.4%

6 Month CAGR

1.7%

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Scheme Information

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 realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low Risk

Expense Ratio

0.95

Launched (14y ago)

Oct 23, 2007

AUM in Crores

7880.493

ISIN

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
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Arun Agarwal

Fund Manager

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Krishan Daga

Fund Manager

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Sankalp Baid

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Quant Absolute Fund (G)

Quant Absolute Fund (G)

₹ 106 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

₹ 471 cr

5

₹ 1,979 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 489,108 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)

    HDFC Gold Fund (G)

    14.3%

    4.1%

    17.2%

    15.1%

    6.8%

    7.2%

    20.3%

    16.5%

    17.4%

    15.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M)

    About HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M)

    HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 6.4% over a period of 14 years. . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Arun Agarwal, Krishan Daga, Sankalp Baid

    HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) 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 realized. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) NAV,AUM,Risk

    The HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) fund was launched on Oct 23, 2007. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-12-03 is ₹17.84. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹7880.493. The category risk of the HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) fund is Low Risk. The fund charges 0.95 % as expense ratio.

    HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 75% in this asset class. The top three holdings of the fund are , cash offset for derivatives , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , future on tata steel ltd. , tata steel ltd , tata consultancy services ltd , future on tata consultancy services ltd , itc ltd , future on itc ltd , treps - tri-party repo , future on vedanta ltd , vedanta ltd , future on adani enterprises ltd , adani enterprises ltd , future on state bank of india , reverse repo , state bank of india , sun pharmaceuticals industries ltd , future on sun pharmaceuticals industries ltd , future on jsw steel ltd , jsw steel ltd , 6.84% govt stock 2022 , 5.09% govt stock 2022 , 364 dtb 11032022 , 364 dtb 30122021 , 364 dtb 03032022 , future on bajaj finance ltd , 7.16% govt stock 2023 , bajaj finance ltd , jindal steel & power ltd , future on jindal steel & power ltd , united spirits ltd , 8.13% govt stock 2022 , future on united spirits ltd , 8.35% govt stock 2022 , 8.20% govt stock 2022 , housing development finance corporation limited , 364 dtb 09122021 , 364 dtb 30032022 , 364 dtb 24032022 , 364 dtb 19052022 , 364 dtb 05052022 , icici bank ltd , future on icici bank ltd , 8.08% govt stock 2022 , future on hdfc life insurance company limited , 8.15% govt stock 2022 , future on escorts ltd , hdfc life insurance company limited , escorts ltd , dlf ltd , piramal enterprises ltd , future on piramal enterprises ltd , 364 dtb 16062022 , 364 dtb 28042022 , future on dlf ltd , hero motocorp ltd , lupin ltd , future on zee entertainment enterprises ltd , zee entertainment enterprises ltd , future on hero motocorp ltd , tata chemicals ltd , future on tata chemicals ltd , bank of baroda , future on bank of baroda , future on lupin ltd , tata power co ltd , future on pvr ltd , reliance industries limited , 364 dtb 02062022 , 7.37% govt stock 2023 , future on apollo hospitals enterprise ltd , apollo hospitals enterprise ltd , cadila healthcare ltd , future on cadila healthcare ltd , future on lic housing finance ltd , lic housing finance ltd , future on tata power co ltd , pvr ltd , 182 dtb 16122021 , 364 dtb 23122021 , future on bharat forge ltd , bharat forge ltd , bharti airtel ltd , future on bharti airtel ltd , future on indusind bank ltd , grasim industries ltd , bharat heavy electricals ltd , future on bharat heavy electricals ltd , future on grasim industries ltd , indusind bank ltd , bajaj finserv ltd , future on bajaj finserv ltd , future on upl ltd , future on siemens ltd , future on idfc first bank ltd , idfc first bank ltd , upl ltd , siemens ltd , future on hindustan unilever ltd , hindustan unilever ltd , indraprastha gas ltd , future on ultratech cement ltd , future on indraprastha gas ltd , net current assets , future on gail (india) ltd , acc ltd , future on hcl technologies ltd , future on acc ltd , ultratech cement ltd , eicher motors ltd , future on eicher motors ltd , future on biocon ltd , biocon ltd , future on bajaj auto ltd , bajaj auto ltd , future on ashok leyland ltd , ashok leyland ltd , muthoot finance ltd , future on muthoot finance ltd , mahindra & mahindra ltd , future on mahindra & mahindra ltd , gail (india) ltd , 182 dtb 23122021 , power finance corporation limited , hcl technologies ltd , national bank for agriculture and rural development , godrej consumer products ltd , future on pidilite industries ltd , pidilite industries ltd , hindalco industries ltd , future on hindalco industries ltd , future on trent ltd , trent ltd , future on sun tv network ltd , sun tv network ltd , interglobe aviation ltd , reliance industries ltd , future on reliance industries ltd , future on interglobe aviation ltd , shriram transport finance co ltd , indus towers ltd ordinary shares , tata consumer products ltd , future on wipro ltd , future on tata consumer products ltd , future on shriram transport finance co ltd , future on indus towers ltd ordinary shares , future on godrej consumer products ltd , future on aditya birla fashion and retail ltd , future on maruti suzuki india ltd , l&t finance holdings ltd , future on kotak mahindra bank ltd , future on oracle financial services software ltd , oracle financial services software ltd , mindtree ltd , future on mindtree ltd , wipro ltd , kotak mahindra bank ltd , can fin homes ltd , future on can fin homes ltd , cholamandalam investment and finance co ltd , future on ambuja cements ltd , future on cholamandalam investment and finance co ltd , ambuja cements ltd , future on bata india ltd , bata india ltd , jubilant foodworks ltd , divi's laboratories ltd , future on jubilant foodworks ltd , future on deepak nitrite ltd , future on glenmark pharmaceuticals ltd , future on divi's laboratories ltd , glenmark pharmaceuticals ltd , deepak nitrite ltd , delta corp ltd , exide industries ltd , future on delta corp ltd , future on exide industries ltd , maruti suzuki india ltd , aditya birla fashion and retail ltd , alkem laboratories ltd , pi industries ltd , hindustan petroleum corp ltd , future on pi industries ltd , future on alkem laboratories ltd , future on hindustan petroleum corp ltd , future on l&t finance holdings ltd , dabur india ltd , dr reddy's laboratories ltd , future on dr reddy's laboratories ltd , future on granules india ltd , future on pfizer ltd , granules india ltd , pfizer ltd , indian energy exchange ltd , rbl bank ltd , future on mahanagar gas ltd , mrf ltd , mahanagar gas ltd , future on tech mahindra ltd , future on larsen & toubro ltd , tech mahindra ltd , larsen & toubro ltd , ramco cements ltd , housing development finance corp ltd , bharat electronics ltd , future on bharat electronics ltd , future on dabur india ltd , future on housing development finance corp ltd , future on titan co ltd , future on dixon technologies (india) ltd , future on max financial services ltd , dixon technologies (india) ltd , max financial services ltd , titan co ltd , marico ltd , cummins india ltd , future on container corporation of india ltd , future on cummins india ltd , future on marico ltd , future on axis bank ltd , container corporation of india ltd , axis bank ltd , tata motors ltd , future on apollo tyres ltd , future on tata motors ltd , future on au small finance bank ltd , future on torrent pharmaceuticals ltd , au small finance bank ltd , apollo tyres ltd , torrent pharmaceuticals ltd , indian railway catering and tourism corp ltd , punjab national bank , alembic pharmaceuticals ltd , future on punjab national bank , future on alembic pharmaceuticals ltd , future on indian railway catering and tourism corp ltd , coromandel international ltd , future on coromandel international ltd , future on larsen & toubro infotech ltd , future on ramco cements ltd , future on rbl bank ltd , future on indian energy exchange ltd , 4.26% govt stock 2023 , future on mrf ltd

    HDFC Arbitrage Fund Retail of Income Distribution cum Cptl Wdrl Opt (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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