HDFC Arbitrage Fund Retail Growth+0.07%

2Groww
5.97%
1 Year Return
Hybrid
Arbitrage
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Arbitrage Fund Retail Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.90%
NAV22.34 (20 Nov 2019)
Fund Started23 Oct 2007
Fund Size5,488 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Arbitrage Fund Retail Growth
6.0%
5.6%
6.2%
6.9%
Category Average
6.9%
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Federal Bank Ltd.FinancialFixed Deposits10.9%
    Reliance Industries Ltd.EnergyEquity8.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.2%
    Tata Consultancy Services Ltd.TechnologyEquity4.7%
    Axis Bank Ltd.FinancialEquity3.7%
    AU Small Finance Bank Ltd.FinancialFixed Deposits3.2%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.2%
    Hindustan Unilever Ltd.FMCGEquity2.9%
    ITC Ltd.FMCGEquity2.8%
    Aurobindo Pharma Ltd.HealthcareEquity2.2%
    See All

    Fund Managers

    addKrishan Kumar Daga
    Education
    Mr. Daga is a B.Com (H).
    Experience
    Prior to joining HDFC AMC he has worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    Other Details

    HDFC Arbitrage Fund Retail Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 23 Oct 2007. Krishan Daga is the Current Fund Manager of HDFC Arbitrage Fund Retail Growth.The fund currently has an Asset Under Management(AUM) of ₹5,488 Cr and the Latest NAV as of 20 Nov 2019 is ₹22.34.

    The HDFC Arbitrage Fund Retail Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 1 month.

    Investment Objective

    To generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹5000
    Min for Second Investment
    Exit load of 0.25% if redeemed within 1 month
    Exit Load

    Compare Funds

    HDFC Arbitrage Fund Retail Growth
    VS
    search

    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd