- Mutual Funds
- HSBC Mutual Fund
- HSBC Arbitrage Fund (PIDCW-M)
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
₹ 10.5692
NAV (Oct 30)
Fund Returns
Last 1Y | 7.2% |
Last 3Y | 5.9% |
Last 5Y | 5.2% |
Last 10Y | 5.9% |
Since Inception | 5.9% |
6 Month CAGR | 3.4% |
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 | 0.94% |
Launched 10Y ago | 2014-06-30 |
AUM in Crores | 2458 |
ISIN | INF917K01QN4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.7 |
Beta | 0.9 |
Sharpe Ratio | -0.2 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Arbitrage Fund (PIDCW-M) | 8,30,978 | 98,366 | 5.2% | |
| 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
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 Discretionary
0%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 10,307 cr | ||
₹ 8,029 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.6% | 17.4% | ||
25.5% | 22% | ||
5.9% | 5.9% | ||
5.7% | 7% | ||
4.4% | 6.5% |
HSBC Arbitrage Fund (PIDCW-M) Review
HSBC Arbitrage Fund (PIDCW-M) is a Arbitrage Debt fund and has delivered an annualised return of 5.94% over 10 years. The fund has grown over a period of 10 years. The fund is managed by HSBC Mutual Fund. The fund managers are Hitesh Gondhia, Kapil Punjabi, Mahesh A Chhabria, Praveen Ayathan.
Nav of HSBC Arbitrage Fund (PIDCW-M) as of 10/30/2024 is ₹10.57 with the total AUM as of 10/31/2024 is ₹2458.04. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Arbitrage Fund (PIDCW-M) was launched on 2014-06-30. The category risk of the fund is Low.
The minimum SIP amount for HSBC Arbitrage Fund (PIDCW-M) 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 (PIDCW-M) 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 Total Return Index .
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 7.24% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Arbitrage Fund (PIDCW-M).
Frequently Asked Questions
What is HSBC Arbitrage Fund (PIDCW-M)?
How to invest in HSBC Arbitrage Fund (PIDCW-M)?
You can invest in HSBC Arbitrage Fund (PIDCW-M) 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 (PIDCW-M)?
The minimum sip amount for HSBC Arbitrage Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Arbitrage Fund (PIDCW-M) good to invest in?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the HSBC Arbitrage Fund (PIDCW-M)?
The expense ratio of the HSBC Arbitrage Fund (PIDCW-M) is 0.94% for regular plan.
What is the NAV of HSBC Arbitrage Fund (PIDCW-M)?
Today's HSBC Arbitrage Fund (PIDCW-M) NAV is ₹10.57.