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

HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M)

HybridArbitrage

10.887

NAV (Oct 21)

4.7%
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

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

Relative Size

8,063 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

10.887

NAV (Oct 21)

Fund Returns

Last 1Y
3.6%
Last 3Y
4.2%
Last 5Y
4.7%
Last 10Y
NA
Since Inception
5.4%
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

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Low Risk

Expense Ratio
0.95
Launched (7y ago)
Mar 28, 2014
AUM in Crores
8062.790
ISIN
INF179KA1KN9
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 475,688 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 Index Nifty 50 fund (G)

    recommended-badge

    21.5%

    15.6%

    top-ranked-badge

    23.2%

    16.9%

    top-ranked-badge

    7%

    7.2%

    top-ranked-badge

    7.8%

    8.1%

    top-ranked-badge

    21.7%

    15.8%

    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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    TRUST

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    2. 2500+Cities
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    About HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M)

    About HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M)

    HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.4% over a period of 7 years. . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Arun Agarwal, Krishan Daga, Sankalp Baid

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

    The HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M) fund was launched on Mar 28, 2014. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-21 is ₹10.89. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹8062.79. The category risk of the HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M) fund is Low Risk. The fund charges 0.95 % as expense ratio.

    HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 75.6% 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 , bajaj finance ltd , future on bajaj finance ltd , vedanta ltd , future on vedanta ltd , itc ltd , future on itc ltd , future on sun pharmaceuticals industries ltd , future on adani enterprises ltd , sun pharmaceuticals industries ltd , treps - tri-party repo , adani enterprises ltd , future on jsw steel ltd , jsw steel ltd , icici bank ltd , future on icici bank ltd , 6.84% govt stock 2022 , tata power co ltd , future on tata power co ltd , state bank of india , future on state bank of india , 5.09% govt stock 2022 , 364 dtb 30122021 , 364 dtb 03032022 , 364 dtb 11032022 , 7.16% govt stock 2023 , jindal steel & power ltd , 8.13% govt stock 2022 , housing development finance corporation limited , 8.20% govt stock 2022 , 8.35% govt stock 2022 , future on jindal steel & power ltd , 364 dtb 24032022 , 364 dtb 05052022 , 364 dtb 19052022 , 364 dtb 09122021 , 364 dtb 30032022 , hdfc life insurance company limited , future on hdfc life insurance company limited , maruti suzuki india ltd , 8.15% govt stock 2022 , future on united spirits ltd , united spirits ltd , future on maruti suzuki india ltd , 8.08% govt stock 2022 , escorts ltd , 364 dtb 16062022 , 364 dtb 28042022 , future on bharti airtel ltd , future on tata chemicals ltd , tata chemicals ltd , bharti airtel ltd , future on escorts ltd , piramal enterprises ltd , future on piramal enterprises ltd , future on cadila healthcare ltd , net current assets , cadila healthcare ltd , future on dlf ltd , dlf ltd , future on hero motocorp ltd , hero motocorp ltd , bandhan bank ltd , future on bharat petroleum corp ltd , 7.37% govt stock 2023 , 364 dtb 02062022 , lic housing finance ltd , nmdc ltd , future on gail (india) ltd , future on bandhan bank ltd , future on nmdc ltd , gail (india) ltd , future on lic housing finance ltd , future on mahindra & mahindra ltd , mahindra & mahindra ltd , future on apollo hospitals enterprise ltd , apollo hospitals enterprise ltd , tata motors ltd , bank of baroda , future on bank of baroda , future on tata motors ltd , bharat petroleum corp ltd , 364 dtb 23122021 , 182 dtb 16122021 , reliance industries limited , future on idfc first bank ltd , idfc first bank ltd , aurobindo pharma ltd , divi's laboratories ltd , siemens ltd , future on siemens ltd , ultratech cement ltd , future on aurobindo pharma ltd , future on ultratech cement ltd , future on divi's laboratories ltd , amara raja batteries ltd , future on amara raja batteries ltd , future on upl ltd , future on bharat forge ltd , future on lupin ltd , upl ltd , bharat forge ltd , lupin ltd , petronet lng ltd , future on pvr ltd , future on petronet lng ltd , reverse repo , bajaj auto ltd , ashok leyland ltd , future on bajaj auto ltd , future on biocon ltd , future on ashok leyland ltd , biocon ltd , bharat heavy electricals ltd , hindalco industries ltd , future on bharat heavy electricals ltd , future on hindalco industries ltd , future on punjab national bank , punjab national bank , future on steel authority of india ltd , steel authority of india ltd , future on zee entertainment enterprises ltd , future on acc ltd , acc ltd , zee entertainment enterprises ltd , godrej consumer products ltd , bajaj finserv ltd , future on godrej consumer products ltd , future on bajaj finserv ltd , future on l&t finance holdings ltd , l&t finance holdings ltd , muthoot finance ltd , future on muthoot finance ltd , future on shriram transport finance co ltd , future on canara bank , pvr ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , national bank for agriculture and rural development , power finance corporation limited , 182 dtb 23122021 , future on indian oil corp ltd , future on pidilite industries ltd , canara bank , shriram transport finance co ltd , trent ltd , future on trent ltd , future on indusind bank ltd , indusind bank ltd , grasim industries ltd , future on grasim industries ltd , future on tata consumer products ltd , future on bata india ltd , mindtree ltd , dabur india ltd , tata consumer products ltd , future on dabur india ltd , future on cholamandalam investment and finance co ltd , bata india ltd , future on mindtree ltd , cholamandalam investment and finance co ltd , future on mahindra & mahindra financial services ltd , mahindra & mahindra financial services ltd , future on mrf ltd , mrf ltd , deepak nitrite ltd , oracle financial services software ltd , future on deepak nitrite ltd , future on can fin homes ltd , future on oracle financial services software ltd , can fin homes ltd , au small finance bank ltd , apollo tyres ltd , exide industries ltd , future on exide industries ltd , future on apollo tyres ltd , future on au small finance bank ltd , pidilite industries ltd , indian oil corp ltd , tech mahindra ltd , future on tech mahindra ltd , future on sun tv network ltd , future on marico ltd , future on pi industries ltd , future on indiabulls housing finance ltd , future on granules india ltd , glenmark pharmaceuticals ltd , ambuja cements ltd , pi industries ltd , jubilant foodworks ltd , future on jubilant foodworks ltd , future on info edge (india) ltd , future on mahanagar gas ltd , mahanagar gas ltd , info edge (india) ltd , sun tv network ltd , pfizer ltd , indian energy exchange ltd , future on pfizer ltd , future on ambuja cements ltd , future on titan co ltd , future on housing development finance corp ltd , future on indian energy exchange ltd , future on hdfc bank ltd , hdfc bank ltd , housing development finance corp ltd , titan co ltd , torrent pharmaceuticals ltd , future on torrent pharmaceuticals ltd , future on cummins india ltd , 4.26% govt stock 2023 , container corporation of india ltd , future on indian hotels co ltd , future on container corporation of india ltd , future on indraprastha gas ltd , future on max financial services ltd , future on oil & natural gas corp ltd , max financial services ltd , oil & natural gas corp ltd , indian hotels co ltd , indraprastha gas ltd , future on berger paints india ltd , berger paints india ltd , aditya birla fashion and retail ltd , future on aditya birla fashion and retail ltd , gujarat gas ltd , alembic pharmaceuticals ltd , future on indiamart intermesh ltd , future on gujarat gas ltd , future on alembic pharmaceuticals ltd , future on indian railway catering and tourism corp ltd , future on ramco cements ltd , indian railway catering and tourism corp ltd , indiamart intermesh ltd , ramco cements ltd , vodafone idea ltd , cipla ltd , coromandel international ltd , future on cipla ltd , future on larsen & toubro infotech ltd , future on vodafone idea ltd , future on coromandel international ltd , future on glenmark pharmaceuticals ltd , granules india ltd , marico ltd , indiabulls housing finance ltd , cummins india ltd

    HDFC Arbitrage Fund Wholesale of Income Distribution cum Cptl Wdrl Opt (RIDCW-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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