HDFC Arbitrage Fund Wholesale Direct Growth-0.02%

2Groww
6.85%
1 Year Return
Hybrid
Arbitrage
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Arbitrage Fund Wholesale Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.25%
NAV14.4 (20 Aug 2019)
Fund Started04 Apr 2014
Fund Size3,984 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Arbitrage Fund Wholesale Direct Growth
6.8%
6.4%
6.9%
7.0%
Category Average
8.7%
NA
NA
-
Rank within category
14
14
11
-
*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
    30
    with 6.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.0%
    Federal Bank Ltd.FinancialFixed Deposits7.9%
    Tata Consultancy Services Ltd.TechnologyEquity4.9%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity4.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.3%
    Aurobindo Pharma Ltd.HealthcareEquity3.7%
    Hindustan Unilever Ltd.FMCGEquity3.2%
    RBL Bank Ltd.FinancialFixed Deposits3.1%
    Bank Of BarodaFinancialCD2.5%
    Axis Bank Ltd.FinancialEquity2.4%
    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

    Other Details

    HDFC Arbitrage Fund Wholesale Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 04 Apr 2014. Krishan Daga is the Current Fund Manager of HDFC Arbitrage Fund Wholesale Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹3,984 Cr and the Latest NAV as of 20 Aug 2019 is ₹14.4.

    The HDFC Arbitrage Fund Wholesale Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100000. 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)

    ₹100000
    Min for First Investment
    ₹100000
    Min for Second Investment
    Exit load of 0.25% if redeemed within 1 month
    Exit Load

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    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
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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