MF Scanner
HybridArbitrage FundDirect · Growth

HDFC ARBITRAGE FUND -Direct Plan - Growth Option

HDFC · Scheme 129052

21.66 0.16%NAV · 2026-09-18
54
Average FundScore
Start SIP
AUM
₹25,001 cr
Expense ratio
1.53%
3Y CAGR
7.4%
Risk level
Low
Min SIP
₹100
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Krishan DagaExit load: Exit load of 0.25% if redeemed within 15 Days.
Average · 54/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 1%.
  • Low volatility (1% a year) — a steady, low-drama ride.
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.0%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe -0.09) — took on risk without enough payoff.
  • 3Y CAGR: +7.4%
  • 5Y CAGR: +6.6%

FundScore breakdown

54/100 · Average
How it works →
30
Returns
Weak
69
Consistency
Decent
25
Risk-adjusted
Weak
100
Downside protection
Excellent
58
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.