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HDFC ARBITRAGE FUND -Direct Plan - Growth Option

HDFC · Arbitrage
Low
₹21.93
Current NAV
30 Oct 2026
6.7%
1Y Return
7.3%
3Y CAGR
6.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.60).
  • Very large asset base (AUM: ₹22,150 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.60
Sharpe Ratio
0.60
Beta
3.60
Alpha
2.08
Sortino
Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹22150 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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