Rating : ★ ★ ★ ★ ☆
HDFC Arbitrage Fund Wholesale Plan Growth
 ÂArbitrage Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
5912.18 Cr.
(As of 31 Dec, 2022)
Benchmark
NIFTY 50 Arbitrage TR INR
Riskometer
Investors understand that their principal will be at Low Risk.
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 realized.
 
Fund manager
Arun Agarwal
Exit load
0.25 %
(If redeemed within 30 days)Minimum sip
₹100
Minimum investment
₹100
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
HDFC Money Market Dir Gr
11.35%
HDFC Liquid Dir Gr
7.94%
Future on Adani Ports & Special Economic Zone Ltd
5.70%
Adani Ports & Special Economic Zone Ltd
5.66%
Sector Allocation
About the Scheme Type
Arbitrage Funds provide a safer investment avenue for the investors with low risk appetite by leveraging the price difference in the cash and derivatives market to generate returns. These usually invest around 65% of their corpus in equity-related instruments and are often seen as short-term wealth generating opportunities. Since the difference between the two prices is marginal, arbitrage funds are required to execute a humongous number of trades every year to book substantial profits. While Arbitrage Funds are a good investment option when you’ve a volatile market, the fact that their expense ratio is high and the payoff is unpredictable, count for noticeable disadvantages.
Ratings
This fund is rated 4 stars by Morning Star Ratings.
★ ★ ★ ★ ☆
Overview of HDFC Asset Management Company Limited
HDFC Mutual Fund is one of India’s largest and well established mutual funds houses with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. We, at HDFC Mutual Fund, believe in constantly reviewing the markets for new trends, identifying new growth sectors and sharing this knowledge with our investors in the form of product offerings, so as to give our investors long-term benefits. HDFC Mutual Fund has various products across asset and risk categories to enable investors to invest in line with their investment objectives and risk taking capacity.
Vision of HDFC Mutual Fund – To be a dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests. HDFC’s Mutual Fund philosophy is based on 3 pillars.
- Invest Profitably: The single most important factor that drives HDFC Mutual Fund is its belief to give the investor the chance to profitably invest in the financial market, without constantly worrying about the market swings.
- Research & Analysis: To realize this belief, HDFC Mutual Fund has set up the infrastructure required to conduct all the fundamental research and back it up with effective analysis.
- Controlled Risk: HDFC Mutual Fund’s strong emphasis on managing and controlling portfolio risk avoids chasing the latest "fads" and trend.