Formerly L&T Arbitrage Opport Reg Qt IDCW-R
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Neutral
The fund has been a Category Leader on the Rolling Returns metric
NAV (Dec 6)
6 Month CAGR
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.
Launched (9y ago)
Jun 30, 2014
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HSBC Arbitrage Fund of (RIDCW-Q)||8,15,934||83,322||4.5%|
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.
cash offset for derivatives73.3%
reliance industries ltd6.5%
future on reliance industries ltd6.5%
future on hdfc bank ltd5.4%
hdfc bank ltd5.4%
HSBC Asset Management(India)Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
HSBC Arbitrage Fund of (RIDCW-Q) is a Arbitrage Debt fund and has delivered an annualised return of 5.1% over a period of 9 years. The fund was previously known as L&T Arbitrage Opport Reg Qt IDCW-R. 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 of (RIDCW-Q) as of 12/6/2023 is ₹11.15 with the total AUM as of 12/7/2023 is ₹1766.057. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Arbitrage Fund of (RIDCW-Q) was launched on Jun 30, 2014. The category risk of the fund is Low Risk.
The minimum SIP amount for HSBC Arbitrage Fund of (RIDCW-Q) 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 of (RIDCW-Q) 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 of (RIDCW-Q) is rated as a 3 fund in Debt and delivered 5.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Arbitrage Fund of (RIDCW-Q).
What is HSBC Arbitrage Fund of (RIDCW-Q)?
How to invest in HSBC Arbitrage Fund of (RIDCW-Q)?
You can invest in HSBC Arbitrage Fund of (RIDCW-Q) 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 of (RIDCW-Q)?
The minimum sip amount for HSBC Arbitrage Fund of (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Arbitrage Fund of (RIDCW-Q) good to invest in?
As per Scripbox experts, HSBC Arbitrage Fund of (RIDCW-Q) is a Neutral fund. You can investHSBC Arbitrage Fund of (RIDCW-Q) 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 of (RIDCW-Q)?
The expense ratio of the HSBC Arbitrage Fund of (RIDCW-Q) is 0.94% for regular plan.