Neutral
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.
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
5,213 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
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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
0.96 %
Expense Ratio
Oct 23, 2007
Launched (14y ago)
₹ 5,213
AUM in Crores
INF179KA1KL3
ISIN
No Lock-in
Lock-in
NIFTY 50 Arbitrage TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 428,199 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 32 equity,111 debt and 29 hybrid funds.
Index Funds
Recommended
Top Ranked
₹ 2,343 Cr
Fund Size
13.8%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 17,715 Cr
Fund Size
10.3%
3Y returns
Large Cap
Top Ranked
₹ 17,715 Cr
Fund Size
9.3%
3Y returns
Large Cap
Top Ranked
₹ 17,715 Cr
Fund Size
9.3%
3Y returns
Diversified
Top Ranked
₹ 1,725 Cr
Fund Size
12%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
HDFC Arbitrage Fund Wholesale Plan Normal (DR-M) is a arbitrage hybrid fund and has delivered an annualised return of 7.8% over a period of 14 years ..The fund is managed by HDFC Asset Management Company Limited.The fund managers are Anand Laddha, Arun Agarwal, Chirag Dagli, Krishan Daga
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.
The HDFC Arbitrage Fund Wholesale Plan Normal (DR-M) fund was launched on Oct 23, 2007. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-03-04 is ₹ 10.474. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 5212.820. The category risk of the HDFC Arbitrage Fund Wholesale Plan Normal (DR-M) fund is Low Risk. The fund charges 0.96 % as expense ratio.
The fund’s highest allocation is towards others and has invested 98.1% in this asset class. The top three holdings of the fund are housing development fin. corp. ltd.£,housing development fin. corp. ltd.£^ and bharti airtel ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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.
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
HDFC Arbitrage Fund Wholesale Plan Normal (DR-M) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Arbitrage Fund Wholesale Plan Normal (DR-M) has a score of 5 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.