HSBC Arbitrage Fund

Hybrid · Arbitrage
 · ★★★★
500
Min SIP
5,000
Min Lumpsum
0.28 %
Expense Ratio
★★★★
Rating
1,918
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 09 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.3% 4.9% 5.6% 6.4%
Category Average 5.7% 4.3% 4.7% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
4.18%
Tata Power Co.
3.77%
I D F C
3.64%
HCL Technologies
2.57%
Power Fin.Corpn.
2.45%
Others
83.39%
Debt
25.16%
Finance
16.47%
Banks
11.99%
Petroleum Products
5.58%
Others
5.39%
Others
35.41%
Equity
71.17%
T-Bills
16.42%
Mutual Funds Units
5.62%
Certificate of Deposit
3.87%
Reverse Repos
3.35%

Advance Ratio

0.34
Alpha
0.16
SD
0.12
Beta
2.32
Sharpe

Exit Load

Exit Load 0.50% - For Redemption within 1 month from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption after 1 month from the date of allotment.

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.

Fund Managers

Ritesh Jain

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

Frequently Asked Questions

How to invest in HSBC Arbitrage Fund ?

You can invest in HSBC Arbitrage Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Arbitrage Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Arbitrage Fund ?

The NAV of HSBC Arbitrage Fund is ₹17.3 as of 09 June 2023.

How to redeem HSBC Arbitrage Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Arbitrage Fund?

The minimum SIP amount of HSBC Arbitrage Fund is ₹500

What are the top sectors HSBC Arbitrage Fund has invested in??

The top sectors HSBC Arbitrage Fund has invested in are
  1. HDFC Bank - 4.18%
  2. Tata Power Co. - 3.77%
  3. I D F C - 3.64%
  4. HCL Technologies - 2.57%
  5. Power Fin.Corpn. - 2.45%

How much returns have HSBC Arbitrage Fund generated ?

The HSBC Arbitrage Fund has delivered 6.4% since inception

What is the expense ratio of HSBC Arbitrage Fund ?

The expense ratio of HSBC Arbitrage Fund is 0.28 % as of 09 June 2023.

What is the AUM of HSBC Arbitrage Fund?

The AUM of HSBC Arbitrage Fund is ₹12,789 Cr as of 09 June 2023

What are the top stock holdings of HSBC Arbitrage Fund?

The top stock holdings of HSBC Arbitrage Fund are
  1. HDFC Bank - 4.18%
  2. Tata Power Co. - 3.77%
  3. I D F C - 3.64%
  4. HCL Technologies - 2.57%
  5. Power Fin.Corpn. - 2.45%
Invest Now