HDFC Arbitrage Fund - Wholesale Plan Growth Return
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Showing Funds Performance since Sep 07, 2020
HDFC Arbitrage Fund - Wholesale Plan Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹25,085 Cr
Lock In Period
N/A
Expense Ratio
0.85
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.
Benchmark
Nifty 50 Arbitrage
Summary
HDFC Arbitrage Fund - Wholesale Plan Growth NAV is ₹32.414 as of 23 Jun, 2026. HDFC Arbitrage Fund - Wholesale Plan Growth has delivered 22.30% returns since its launch. The minimum SIP investment amount in HDFC Arbitrage Fund - Wholesale Plan Growth is ₹100. The AUM of HDFC Arbitrage Fund - Wholesale Plan Growth is ₹25,085 Cr. The expense ratio of the fund is 0.85%, and its benchmark is Nifty 50 Arbitrage. The current exit load of the fund is 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.. In the last 1M months, HDFC Arbitrage Fund - Wholesale Plan Growth has delivered 0.50% returns.
HDFC Arbitrage Fund - Wholesale Plan Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.50 | -0.16 | 1.13 |
| 6M | 3.00 | 1.52 | 3.86 |
| 1Y | 5.90 | 4.06 | 7.70 |
| 3Y | 6.94 | 11.83 | 24.91 |
Portfolio Analysis
- Equity: 68.80%
- Debt: 31.20%
- Others
As on: 2026-05-31
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About Fund HDFC Arbitrage Fund - Wholesale Plan Growth
HDFC Arbitrage Fund - Wholesale Plan Growth managed by HDFC Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹25,085 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.
Fund Managers
Nandita Menezes
Ms. Nandita Menezes holds CA (ICAI, INDIA), B.Com (University of Mumbai). Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Edelweiss Arbitrage Fund Growth | 4 | 14862.11 CR | 1.03 |
| ICICI Prudential Arbitrage Fund Growth | 4 | 32260.19 CR | 0.93 |
| HDFC Arbitrage Fund - Wholesale Plan Growth | 3 | 25084.91 CR | 0.85 |
| UTI Arbitrage Fund Growth | 4 | 10990.93 CR | 4.44 |
| Kotak Arbitrage Fund - Growth | 4 | 72079.17 CR | 1.01 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Arbitrage Fund Growth | 5.767 | 22.2068 |
| This FundICICI Prudential Arbitrage Fund Growth | 5.8373 | 22.2522 |
| This FundHDFC Arbitrage Fund - Wholesale Plan Growth | 5.8956 | 22.2998 |
| This FundUTI Arbitrage Fund Growth | 5.8982 | 22.5466 |
| This FundKotak Arbitrage Fund - Growth | 5.8628 | 22.695 |
HDFC Arbitrage Fund - Wholesale Plan Growth 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 : 0.50%
- 6 Months : 3.00%
- 1 Year : 5.90%
- 3 Years : 6.94%
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 ₹25,085 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.
