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HDFC ARBITRAGE FUND - Regular Plan - Monthly IDCW Option

HDFC · Arbitrage
Low
₹11.41
Current NAV
25 Jun 2026
7.9%
1Y Return
7.4%
3Y CAGR
5.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.24).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.74
Sharpe Ratio
0.64
Beta
5.24
Alpha
0.99
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Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹5290 Cr
Expense Ratio 1.04%
Min SIP ₹500
Min Lumpsum ₹1000
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