HDFC Arbitrage Fund - Wholesale Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.54 | 5.41 | 5.08 | 5.53 |
Average Rolling Returns(%) | 6.12 | 6.10 | 6.48 | 6.67 |
The Current NAV of HDFC Arbitrage Fund - Wholesale Plan - Growth is ₹28.24.
It is better to invest in a fund with a longer track record as HDFC Arbitrage Fund - Wholesale Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
HDFC Arbitrage Fund - Wholesale Plan - Growth fund’s expense ratio is 0.92%
The process for redemption is
The AUM of HDFC Arbitrage Fund - Wholesale Plan - Growth is currently ₹10,882 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and SBI and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 36% of fund’s portfolio respectively.
Top three sectors of HDFC Arbitrage Fund - Wholesale Plan - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 55% 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 Fund is Hybrid - Arbitrage Fund.
Arun Agarwal and Nirman Morakhia manage the HDFC Arbitrage Fund - Wholesale Plan - Growth Fund.
HDFC Arbitrage Fund - Wholesale Plan - Growth current PE ratio is 30.48 and PB ratio is 5.14
The asset allocation of HDFC Arbitrage Fund - Wholesale Plan - Growth is Stocks : 76.17%, Debt : 6.25% and Gold : 17.58%
The minimum SIP amount for HDFC Arbitrage Fund - Wholesale Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Arbitrage Fund - Wholesale Plan - Growth is 0.25% on or before 1 months, Nil after 1 months