HSBC Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.45 | 5.24 | 5.22 | 5.67 |
Average Rolling Returns(%) | 6.14 | 5.64 | 5.63 | 5.79 |
The Current NAV of HSBC Arbitrage Fund - Regular Plan - Growth is ₹17.56.
It is better to invest in a fund with a longer track record as HSBC Arbitrage Fund - Regular 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.
HSBC Arbitrage Fund - Regular Plan - Growth fund’s expense ratio is 0.94%
The process for redemption is
The AUM of HSBC Arbitrage Fund - Regular Plan - Growth is currently ₹2,003 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Kotak Mahindra Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 36% of fund’s portfolio respectively.
Top three sectors of HSBC Arbitrage Fund - Regular Plan - Growth fund are BFSI, Others and Healthcare accounting for 54% 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 HSBC Arbitrage Fund - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Praveen Ayathan and Hitesh Gondhia manage the HSBC Arbitrage Fund - Regular Plan - Growth Fund.
HSBC Arbitrage Fund - Regular Plan - Growth current PE ratio is 32.79 and PB ratio is 5.34
The asset allocation of HSBC Arbitrage Fund - Regular Plan - Growth is Stocks : 77.09%, Debt : 16.09% and Gold : 6.82%
The minimum SIP amount for HSBC Arbitrage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for HSBC Arbitrage Fund - Regular Plan - Growth is 0.25% on or before 1 months, Nil after 1 months