HDFC Arbitrage Fund Wholesale Plan Growth
Medium
Risk
Hybrid
Arbitrage Fund
+
5.39
%
5.39
%
3Y annualised
+
0.10
%
0.10
%
1D
1M
6M
1Y
3Y
All
Fund size
10994
NAV:
Mar 7, 2024
27.985
Sector
Tech
Type
Hybrid
Launched
Oct 2007
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Money Market Dir Gr
12.22
%
Future on HDFC Bank Ltd
9.26
%
HDFC Bank Ltd
9.18
%
Future on Reliance Industries Ltd
5.59
%
Reliance Industries Ltd
5.55
%
HDFC Liquid Dir Gr
5.51
%
Future on State Bank of India
4.61
%
State Bank of India
4.57
%
Future on Bajaj Finance Ltd
2.73
%
Bajaj Finance Ltd
2.72
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HDFC Arbitrage Fund Wholesale Plan Growth
More details
Investment objective
To generate income through arbitrage opportunities and debt & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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