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  • HSBC Arbitrage Fund (Growth)

Formerly L&T Arbitrage Opport Reg Gr

HSBC Mutual Funds

HSBC Arbitrage Fund (Growth)

DebtArbitrage

17.0108

NAV (Nov 29)

4.8%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in arbitrage mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

Scripbox Recommended Arbitrage Funds
Want the most stable arbitrage funds for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.0108

NAV (Nov 29)

Fund Returns

Last 1Y
7.1%
Last 3Y
4.8%
Last 5Y
5%
Last 10Y
NA
Since Inception
5.8%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

To seek 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.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio
0.94
Launched (9y ago)
Jun 30, 2014
AUM in Crores
1766.057
ISIN
INF917K01QL8
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.6
Standard Deviation (5yr)
0.7
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.538
Sharpe Ratio (5yr)
-0.245
YTM
0
Fund Managers

Mahesh Chhabria

Fund Manager

Praveen Ayathan

Fund Manager

Hitesh Gondhia

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Arbitrage Fund (Growth)70%8,25,950 93,3385%
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.

Asset allocation and Holdings

Last updated on 2023-11-29

Top Debt Holdings

cash offset for derivatives

73.3%
73.3%

reliance industries ltd

6.5%
6.5%

future on reliance industries ltd

6.5%
6.5%

future on hdfc bank ltd

5.4%
5.4%

hdfc bank ltd

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

24.8%
24.8%

energy

9.5%
9.5%

industrials

8.5%
8.5%

basic materials

7.5%
7.5%

consumer cyclical

5.2%
5.2%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 40,756 cr

₹ 16,858 cr

₹ 11,326 cr

₹ 13,754 cr

₹ 10,873 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 102,310 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
022-66145000
hsbcmf@camsonline.com
Fund NameScripbox Opinion
Till Date CAGR

4%

7.3%

26.4%

16%

23.9%

15.4%

3.7%

6.1%

4%

%

HSBC Arbitrage Fund (G) Review

HSBC Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 5.8% over a period of 9 years. The fund was previously known as L&T Arbitrage Opport Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Hitesh Gondhia, Mahesh Chhabria, Praveen Ayathan.

Nav of HSBC Arbitrage Fund (G) as of 11/29/2023 is ₹17.01 with the total AUM as of 11/30/2023 is ₹1766.057. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Arbitrage Fund (G) was launched on Jun 30, 2014. The category risk of the fund is Low Risk.

The minimum SIP amount for HSBC Arbitrage Fund (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.

HSBC Arbitrage Fund (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.

HSBC Arbitrage Fund (G) is rated as a 3 fund in Debt and delivered 7.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Arbitrage Fund (G).

Frequently Asked Questions

What is HSBC Arbitrage Fund (G)?

HSBC Arbitrage Fund (G) is a Arbitrage Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Arbitrage Fund (G)?

You can invest in HSBC Arbitrage Fund (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 HSBC Arbitrage Fund (G)?

The minimum sip amount for HSBC Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Arbitrage Fund (G) good to invest in?

As per Scripbox experts, HSBC Arbitrage Fund (G) is a Neutral fund. You can investHSBC Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Arbitrage Fund (G)?

The expense ratio of the HSBC Arbitrage Fund (G) is 0.94% for regular plan.