- Mutual Funds
- HSBC Mutual Fund
- HSBC Arbitrage Fund Direct Growth
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.
Scheme Information
The scheme seeks to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments.
Expense Ratio | 0.24 % |
Launched 10Y ago | 2014-06-30 |
AUM in Crores | 2246.9 |
ISIN | INF917K01QR5 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Debt Holdings
Others
76.51%HDFC Bank Ltd.
7.1%Bank Of Baroda
5.04%HSBC Ultra Short Duration Fund Direct - Growth
4.9%HSBC Money Market Fund Direct-Growth
3.46%
Allocation by Sector
Consumer Staples
0%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 14,435 cr | ||
₹ 7,712 cr |
