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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹18,350 Cr
Lock In Period
N/A
Expense Ratio
0.85
Benchmark
Nifty 50 Arbitrage
Exit Load
In respect of each purchase / switch-in of Units, an Exit Load of 0.25% is payable if Units are redeemed / switchedout within 1 month from the date of allotment.No Exit Load is payable if Units are redeemed / switchedout after 1 month from the date of allotment.
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Growth Review
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-03-31
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About Fund
HDFC Arbitrage Fund - Wholesale Plan Growth managed by HDFC Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹18,350 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 0.85. Under the expert guidance of Nandita Menezes ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
HDFC Arbitrage Fund - Wholesale Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Arbitrage Fund - Wholesale Plan Growth is 0.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Arbitrage Fund - Wholesale Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in HDFC Arbitrage Fund - Wholesale Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Arbitrage Fund - Wholesale Plan Growth is ₹18,350 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Arbitrage Fund - Wholesale Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500