| NAV: 19 May 2022 | ₹16.19 |
| Min. SIP amount | ₹300 |
| Rating | 2 |
| Fund size | ₹6,675.50Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.2% | 4.6% | 5.3% | 6.1% |
| Category average | 3.3% | 4.7% | 5.2% | NA |
| Rank with in category | 17 | 17 | 14 | NA |
Holdings (106)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 6.9% |
HDFC Liquid Fund - Direct Plan | Financial | Mutual Fund | 6.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.8% |
| Adani Enterprises Ltd. | Services | Equity | 5.1% |
| Reliance Industries Ltd. | Energy | Equity | 3.1% |
| Tata Power Company Ltd. | Energy | Equity | 2.3% |
GOI | Sovereign | GOI Sec | 2.2% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 2.1% |
GOI | Sovereign | GOI Sec | 1.9% |
| Bajaj Finance Ltd. | Financial | Equity | 1.7% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 0.40%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 1 month
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
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.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹300 |
Fund management
Anil BamboliFeb 2022 - PresentView details
Krishan Kumar DagaSep 2015 - PresentView details
Arun AgarwalAug 2020 - PresentView details
Priya RanjanMay 2022 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in HDFC Arbitrage Fund Wholesale Direct Growth?
You can easily invest in HDFC Arbitrage Fund Wholesale Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for HDFC Arbitrage Fund Wholesale Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in HDFC Arbitrage Fund Wholesale Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does HDFC Arbitrage Fund Wholesale Direct Growth provide?
The HDFC Arbitrage Fund Wholesale Direct Growth has been there from 07 Apr 2014 and the average annual returns provided by this fund is 4.24% since its inception.
How much expense ratio is charged by HDFC Arbitrage Fund Wholesale Direct Growth?
The term
Expense Ratio used for HDFC Arbitrage Fund Wholesale Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of HDFC Arbitrage Fund Wholesale Direct Growth is 0.40% as of 20 May 2022...
What is the AUM of HDFC Arbitrage Fund Wholesale Direct Growth?
The AUM, short for Assets Under Management of HDFC Arbitrage Fund Wholesale Direct Growth is ₹6,675.50Cr as of 20 May 2022.
How to Redeem HDFC Arbitrage Fund Wholesale Direct Growth?
If you want to sell your HDFC Arbitrage Fund Wholesale Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of HDFC Arbitrage Fund Wholesale Direct Growth?
What is the NAV of HDFC Arbitrage Fund Wholesale Direct Growth?
The NAV of HDFC Arbitrage Fund Wholesale Direct Growth is ₹16.19 as of 19 May 2022.
