HSBC Arbitrage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HSBC Arbitrage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

2,944 Cr

Lock In Period

N/A

Expense Ratio

2.04

Exit Load

On and before 1 month from the date of allotment or Purchase applying First in First out basis - 0.25%.After 1 month from the date of allotment or purchase - Nil.

Benchmark

Nifty 50 Arbitrage

HSBC Arbitrage Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.600.481.13
6M2.982.583.86
1Y5.985.027.70
3Y6.7514.5124.82

Portfolio Analysis

  • Equity: 68.00%
  • Debt: 32.00%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited5.37%
2. ICICI Bank Limited4.33%
3. Bandhan Bank Limited3.61%
4. Yes Bank Ltd2.70%
5. RBL Bank Limited1.09%
6. IDFC First Bank Limited1.07%
7. AU Small Finance Bank Limited0.99%
8. Kotak Mahindra Bank Limited0.48%
9. Axis Bank Limited0.47%
10. The Federal Bank Limited0.03%
11. IndusInd Bank Limited0.00%

1. Steel Authority of India Limited2.76%
2. JSW Steel Limited1.39%
3. Tata Steel Limited0.03%

1. Glenmark Pharmaceuticals Limited1.29%
2. Biocon Limited0.81%
3. Laurus Labs Limited0.72%
4. Aurobindo Pharma Limited0.52%
5. Zydus Lifesciences Limited0.50%
6. Divi''s Laboratories Limited0.15%
7. Cipla Limited0.01%
8. Torrent Pharmaceuticals Limited0.01%
9. Sun Pharmaceutical Industries Limited0.00%

1. Punjab National Bank1.47%
2. State Bank of India0.75%
3. Canara Bank0.66%
4. Bank of India0.52%
5. Bank of Baroda0.20%
6. Indian Bank0.11%
7. Union Bank of India0.09%

1. Adani Energy Solutions Limited3.00%
2. GE Vernova T&D India Limited0.06%

1. Godrej Properties Limited2.14%
2. DLF Limited0.25%
3. The Phoenix Mills Limited0.21%
4. Lodha Developers Limited0.13%
5. Prestige Estates Projects Limited0.03%
6. Oberoi Realty Limited0.01%

1. Adani Power Limited1.71%
2. The Tata Power Company Limited0.29%
3. Adani Green Energy Limited0.27%
4. NTPC Limited0.05%
5. JSW Energy Limited0.03%

1. NMDC Limited2.14%
2. Coal India Limited0.09%

1. Reliance Industries Limited1.69%
2. Hindustan Petroleum Corporation Limited0.11%
3. Indian Oil Corporation Limited0.05%
4. Bharat Petroleum Corporation Limited0.00%

1. Eternal Limited1.63%
2. SWIGGY LIMITED0.09%

1. Crompton Greaves Consumer Electrical Ltd1.56%
2. Amber Enterprises India Limited0.09%

1. Bajaj Finance Limited0.72%
2. Manappuram Finance Limited0.66%
3. Cholamandalam Invest & Finance Co Ltd0.15%
4. Shriram Finance Limited0.09%

1. NBCC (India) Limited1.49%

1. Jio Financial Services Limited1.47%

1. Adani Enterprises Limited1.38%

1. ITC Limited1.03%

About Fund HSBC Arbitrage Fund Growth

HSBC Arbitrage Fund Growth managed by HSBC Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹2,944 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 2.04. Under the expert guidance of Mahesh Chhabria ,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

Mahesh Chhabria

Mr. Mahesh holds B.Com, FCA (ICAI), CFA (ICFAI), FRM (GARP). Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Arbitrage Fund Growth38,189 CR2.18
Union Arbitrage Fund Growth2245 CR1.88
HSBC Arbitrage Fund Growth22,944 CR2.04
Kotak Arbitrage Fund - Growth472,409 CR2.95
Fund Name1Y3Y
This FundBandhan Arbitrage Fund Growth5.640821.5446
This FundUnion Arbitrage Fund Growth5.758921.5862
This FundHSBC Arbitrage Fund Growth5.982621.6469
This FundKotak Arbitrage Fund - Growth6.031222.5788

HSBC Arbitrage Fund Growth FAQs

HSBC Arbitrage Fund 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 HSBC Arbitrage Fund Growth is 2.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Arbitrage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.60%
  • 6 Months : 2.98%
  • 1 Year : 5.98%
  • 3 Years : 6.75%
Returns of HSBC Arbitrage Fund Growth are updated daily based on NAV of ₹ 20.2065 as on Jul 31,2026. Since inception, the return has been 21.65%.

You can invest in HSBC Arbitrage Fund 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 HSBC Arbitrage Fund Growth is ₹2,944 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Arbitrage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.