HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.65 | 5.51 | 5.06 | 5.55 |
Average Rolling Returns(%) | 6.14 | 6.10 | 6.47 | 6.66 |
The Current NAV of HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan is ₹18.58.
It is better to invest in a fund with a longer track record as HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan fund’s expense ratio is 0.41%
The process for redemption is
The AUM of HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan is currently ₹11,804 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Larsen & Toubro and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 32% of fund’s portfolio respectively.
Top three sectors of HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan fund are BFSI, Others and Construction & Infrastructure accounting for 53% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan Fund is Hybrid - Arbitrage Fund.
Arun Agarwal and Nirman Morakhia manage the HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan Fund.
HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan current PE ratio is 31.97 and PB ratio is 4.99
The asset allocation of HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan is Stocks : 77.78%, Debt : 4.99% and Gold : 17.16%
The minimum SIP amount for HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Arbitrage Fund - Wholesale Plan - Growth - Direct Plan is 0.25% on or before 1 months, Nil after 1 months