HSBC Arbitrage Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Arbitrage Growth Direct Plan

NAV
₹18.7478
+0.10%
(17 May)
AUM
2,111 Cr
TER
0.27%
Risk
Low Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.6%
+8.5%
+8.5%
+8.4%
+8.3%
+7.3%
3Y
+6.5%
+6.5%
+6.7%
+6.5%
+6.2%
+5.5%
5Y
+6.0%
+6.1%
+6.1%
+5.7%
+5.9%
+5.0%
ALL
+7.0%
+6.8%
+6.9%
+6.8%
+6.6%
+6.1%
VOL
1.0%
1.0%
1.0%
1.1%
1.1%
-
TER
0.4%
0.4%
0.4%
0.4%
0.3%
-
AUM
₹43,515 Cr
₹10,243 Cr
₹15,281 Cr
₹29,009 Cr
₹2,111 Cr
-
INFO
6.88
6.87
6.67
6.38
6.19
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Arbitrage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
6.5%
Kotak Mahindra Bank Ltd
6.5%
Vedanta Ltd
5.7%
Reliance Industries Ltd
4.9%
HSBC Ultra Short Duration Gr Dir
4.4%
HSBC Money Market Dir Gr
4.0%
Canara Bank
2.9%
Indus Towers Ltd Ordinary Shares
2.8%
Dixon Technologies (India) Ltd
2.5%
182 DTB 04072024
2.3%
Top industry exposure
Financial Services
26.3%
Basic Materials
9.6%
Healthcare
9.4%
Communication Services
6.6%
Energy
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
313%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
Fund 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 manager(s)
Kapil Punjabi
Mahesh Chhabria
Praveen Ayathan
Hitesh Gondhia

FAQs