INF917K01QR5

CASPeR Ranking #44

HSBC Arbitrage Fund Direct Growth

Low Risk Arbitrage Fund Alternative

NAV (Fri Jan 10 2025)

₹20

Returns (Since Inception)

6.89%

Category Average

6.34%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Financial Services

10.52%

Unknown

29.01%

Energy

5.71%

Healthcare

3.18%

ad banner to download
Get your personalized mutual fund portfolio in 2 minutes.
rating icon4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

HSBC Arbitrage Fund Direct Growth


Minimum SIP

500


Risk Level

Low Risk


AUM

₹2447.57 Cr


ISIN

INF917K01QR5


Inception Date

Jun 30 2014


Standard Deviation

0.614


Beta

-


Sharpe Ratio

1.013


Benchmark

NIFTY 50 Arbitrage TR INR


Expense Ratio

0.260%


Exit Load

Exit Load: Any redemption / switch-out of units on or before 1 month from the date of allotment: 0.25% If units are redeemed or switched out after 1 Month from the date of allotment: NIL

Risk

Low Risk

Investment Objective

To seek to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments.There is no assurance that the investment objective of the scheme will be realized.

Fund Managers

Venugopal Manghat

Jalpan Shah

Praveen Ayathan

Sonal Gupta

About the AMC

Popular Alternative funds

View all Funds

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Mutual fund cover img

It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

stack mb