HDFC Arbitrage Fund Wholesale Direct Growth

HDFC Arbitrage Fund Wholesale Direct Growth is a hybrid fund. This fund was started on 28 March, 2014. The fund is managed by Anil Bamboli. This fund gives you the benefit of diversification.

1. HDFC Arbitrage Fund Wholesale Direct Growth has ₹18350 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

HDFC Arbitrage Fund Wholesale Direct Growth has given a CAGR return of 6.41% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.65%, 7.27% and 5.95% respectively.

HDFC Arbitrage Fund Wholesale Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Basic Materials, Consumer Cyclical, Corporate, Tech, Industrial, Consumer Defensive, Health, Utilities, Government, Communication, Real Estate.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Arbitrage Fund Wholesale Direct Growth has no lock in period.