Overview (as on 25 Jan 2021)

NAV

₹10.443

1y returns

3.264%

Fund AUM

₹4,904 Cr

Expense Ratio

0.96%

Min SIP

₹500

Min Lumpsum

₹1 Lac

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
29.65%
Health
14.56%
Communication
12.62%
Energy
12.08%
Basic Materials
10.14%
Tech
8.16%
Consumer
6.06%
Industrials
3.49%
Defensive
2.09%
Utilities
0.89%
Real Estate
0.27%
Size Breakup
Large Cap
95.07%
Mid Cap
4.93%
Not available

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • Cash Offset For Derivatives

    Cash

    67.36%

  • Future on Bharti Airtel Ltd

    Cash

    8.44%

  • Bharti Airtel Ltd

    Communication Services

    Equity

    8.44%

  • Future on Housing Development Finance Corp Ltd

    Cash

    7.77%

  • Equity

    7.77%

Fund Details

Investment Objectives
"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 Name
HDFC Arbitrage Fund Wholesale Plan Normal Dividend Payout
Scheme Document
Exit Load

For 0 - 1 Months: 0.25%

After 1 Months : 0%

Plan Started
23 October, 2007
Fund Manager
Chirag Dagli
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Arbitrage Fund Wholesale Plan Normal Divid...

NAV

₹10.443

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Chirag Dagli
Chirag Dagli

Manager

Work Experience
"null"
Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Arun Agarwal
Arun Agarwal

manager

Work Experience
"null"
Krishan Daga
Krishan Daga

leader

Qualifications
B.Com.
Work Experience
"Over 20 years of experience in capital markets May 2008 till date Reliance Capital Asset Management Limited Fund Manager - Equity : Managing funds and Portfolio analysis based on quantitative skills February 2008 till April 2008 Reliance Capital Asset Management Limited Vice President - Equity : Portfolio analysis based on quantitative skills July 2007 till January 2008 Reliance Capital Limited Vice President : Managing Database /quantitative analysis June 2006 till July 2008 Deutsche Securities Quantitative Analyst: Marketing Database /quantitative products. February 2006 till June 2006 B&K Securities Database Analyst : Managing Database /quantitative analysis July 2005 till January 2006 Brics Securities Database Analyst : Managing Database /quantitative analysis October 2004 till July 2005 J P Morgan Securities Associate : Managing Database /quantitative analysis April 1995 till October 2004 HSBC Securities Statistician : Managing Database /quantitative analysis"

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