Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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.
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Rolling Returns metric has been Neutral
NAV (Sep 29)
6 Month CAGR
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.
Launched (16y ago)
Oct 23, 2007
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HDFC Arbitrage Fund Wholesale Plan (Growth)||8,23,934||91,322||4.9%|
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.
cash offset for derivatives71.8%
treps - tri-party repo12.7%
hdfc money market dir gr12.3%
future on hdfc bank ltd8.6%
hdfc bank ltd8.6%
HDFC Asset Management Company Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
HDFC Arbitrage Fund Wholesale Plan (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.5% over a period of 15 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anil Bamboli, Arun Agarwal, Dhruv Muchhal, Nirman Morakhia, Priya Ranjan.
Nav of HDFC Arbitrage Fund Wholesale Plan (G) as of 9/29/2023 is ₹27.08 with the total AUM as of 10/1/2023 is ₹6560.345. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Arbitrage Fund Wholesale Plan (G) was launched on Oct 23, 2007. The category risk of the fund is Low Risk.
The minimum SIP amount for HDFC Arbitrage Fund Wholesale Plan (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
HDFC Arbitrage Fund Wholesale Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
HDFC Arbitrage Fund Wholesale Plan (G) is rated as a 2 fund in Debt and delivered 7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Arbitrage Fund Wholesale Plan (G).
What is HDFC Arbitrage Fund Wholesale Plan (G)?
How to invest in HDFC Arbitrage Fund Wholesale Plan (G)?
You can invest in HDFC Arbitrage Fund Wholesale Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Arbitrage Fund Wholesale Plan (G)?
The minimum sip amount for HDFC Arbitrage Fund Wholesale Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Arbitrage Fund Wholesale Plan (G) good to invest in?
As per Scripbox experts, HDFC Arbitrage Fund Wholesale Plan (G) is a Neutral fund. You can investHDFC Arbitrage Fund Wholesale Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Arbitrage Fund Wholesale Plan (G)?
The expense ratio of the HDFC Arbitrage Fund Wholesale Plan (G) is 0.96% for regular plan.