- Mutual Funds
- HSBC Mutual Funds
- HSBC Arbitrage Fund (Growth)
Formerly L&T Arbitrage Opport Reg Gr
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Arbitrage Fund (Growth) | 8,25,950 | 93,338 | 5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Debt Holdings
cash offset for derivatives
73.3%reliance industries ltd
6.5%future on reliance industries ltd
6.5%future on hdfc bank ltd
5.4%hdfc bank ltd
5.4%Allocation by Sector
financial services
24.8%energy
9.5%industrials
8.5%basic materials
7.5%consumer cyclical
5.2%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox 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)?
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.