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HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly)

Hybrid

Arbitrage

₹ 10.84

NAV (OCT 27)

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.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

6 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

5,298 Cr

Category leader in size

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK.

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  • Historical growth rate of 9.00% per annum
  • Recommended Duration 1-5 years
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Historical NAV

10.84

NAV (OCT 27)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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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

Moderately Low

Moderate

Moderately High

High

Moderately Low risk

0.96%

Expense Ratio

28th Mar, 2014

Launched (6y ago)

₹ 5,298

AUM in Crores

INF179KA1KO7

No Lock-in

NIFTY 50 Arbitrage TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 100000

Lumpsum Min.

Fund Managers

Anand Laddha

Fund Manager

Arun Agarwal

Fund Manager

Chirag Dagli

Fund Manager

Krishan Daga

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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.

Asset allocation and Holdings

Last updated on 28th October 2020

Top Stock Holdings

Cash Offset For Derivatives

69%

Future On Bharti Airtel Ltd

8%

Bharti Airtel Ltd

8%

Housing Development Finance Corp Ltd

7%

Future On Housing Development Finance Corp Ltd

7%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

18%

Healthcare

14%

Communication Services

9%

Energy

9%

Basic Materials

8%
See all sectors

Comparison with Hybrid Funds

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

  • Indicative returns of 9.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary 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.

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.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Category View

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

calender

Consistency Of Performance

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

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Impact of Interest Rates

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

calender

Credit Quality Of Fund’s Portfolio

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

Equity Funds

Debt Funds

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About HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly)

About HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly)

HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.74% over a period of 6 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Anand Laddha, Arun Agarwal, Chirag Dagli, Krishan Daga.

HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly) 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 Plan (Dividend Payout - Monthly) NAV, AUM and Risk

The fund was launched on 2014-03-28. The NAV of the fund as of 2020-10-27 is ₹ 10.84. The total AUM of the fund as of 2020-10-27 is ₹ 5,298 Cr. The category risk of the fund is Moderately Low risk

The fund charges 0.96 % as expense ratio.

HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly) Holdings

The fund’s highest allocation is towards others and has invested 96.02% in this asset class. The top three holdings of the fund are cash offset for derivatives, future on bharti airtel ltd and bharti airtel ltd.

HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly) SIP

The minimum SIP(Systematic Investment Plan) amount for this 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 ₹ 100000.

HDFC Arbitrage Fund Wholesale Plan (Dividend Payout - Monthly) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.