• Home
  • About
  • MF Research
    • Performance Comparison
      • Trailing Return of Funds
      • Mutual Fund Category Monitor
      • Mutual Fund Point to Point Returns
      • Mutual Fund Quartile Ranking
      • Mutual Fund Annual Returns
      • Mutual Fund Portfolio Overlap
      • Top Consistent Mutual Funds
      SIP Returns
      • Top Performing SIP Funds
      • SIP with Annual Increase
      • Mutual Fund SIP Return Calculator
      Lumpsum Return
      • Top Performing Lumpsum Funds
      • Lumpsum Returns Calculator
      Rolling Returns
      • Rolling Return vs Category
      • Rolling Returns Vs Benchmark
      • Rolling Return vs Sensex & Gold
      Advance Tools
      • PPF Vs ELSS
      • Market Capture Ratio
      STP & SWP Returns
      • Mutual Fund STP Calculator
      • STP Calculator Profit Transfer
      • Mutual Fund SWP Return Calculator
      • SWP With Annual Increase
      Quartile Ranking Research
      • Downside Volatility Ranking
  • Calculators
    • SIP Calculator
    • Become A Crorepati
    • Target Amount Sip Calculator
    • EMI Home Loan Calculator
    • Retirement Planning Calculator
    • Goal Setting Calculator
    • Composite Financial Goal
    • Education Planner
    • Future Value
    • Mutual Fund Sip Calculator Step Up
    • SIP with Annual Increase
    • Compounding Calculator
    • SWP Calculator
  • Goal Planners
    • Dream home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency
  • Blog
  • News
  • Contact
    • Login
  • Home
  • HDFC Arbitrage Fund - Wholesale Growth Option
HDFC Arbitrage Fund - Wholesale Growth Option

Category: Hybrid: Arbitrage

Launch Date: 10-10-2007

Riskometer: Low

NAV as on 20-06-2025

₹ 30.604

₹ 0.02 ( 0.0719%)

CAGR Since Inception

6.53%

Nifty 50 Arbitrage Index 6.22%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

FM 1 -Ms. Nandita Menezes, FM 2 - Mr. Arun Agarwal FM 3 - Mr.Anil Bamboli, FM 4- Mr. Dhruv Muchhal

Investment Objective

To generate income through arbitrage opportunities and debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Benchmark

Nifty 50 Arbitrage Index

Expense Ratio

0.97% As on (31-05-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

1,962.7 Cr As on (30-04-2025)

PERFORMANCE of HDFC Arbitrage Fund - Wholesale Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 20-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Arbitrage Fund - Wholesale Growth Option 7.01 6.9 5.5 5.68 6.53
Nifty 50 Arbitrage Index 7.61 6.87 5.32 5.6 6.22
Hybrid: Arbitrage 6.79 6.65 5.33 5.71 5.59
Nav Movement
RETURNS CALCULATOR for HDFC Arbitrage Fund - Wholesale Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Arbitrage Fund - Wholesale Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Arbitrage Fund - Wholesale Growth Option 0.69 1.14 0.05 0.68 6.95 0.12
Hybrid: Arbitrage - - - - - -
Peer Comparison
Scheme Name 5Y (%)
HDFC Arbitrage Wholesale Gr 5.5
UTI Arbitrage Reg Gr 5.58
Kotak Equity Arbitrage Gr 5.75
ICICI Pru Equity Arbitrage Gr 5.56
SBI Arbitrage Opportunities Reg Gr 5.64
ABSL Arbitrage Reg Gr 5.49
Edelweiss Arbitrage Reg Gr 5.58
Invesco India Arbitrage Gr 5.69
Tata Arbitrage Reg Gr 5.5
Bandhan Arbitrage Reg Gr 5.43
Asset Allocation
Sectors
Sector Holdings (%)
Portfolio Holdings
Company Holdings (%)
twitter facebook instagram

Get in Touch

wealthinfy@gmail.com
+91 8999400400

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Specialized Services
  • Terms of Use
  • Privacy Policy

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • Mutual Fund FAQ's
  • NRI Corner FAQ's
  • Financial Planning FAQ's

© 2023 Wealthinfy. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?