HDFC Mutual Fund
HDFC ARBITRAGE FUND Option
4.9Q4
- NAV
- ₹33.77
- Expense
- 0.42%
- AUM
- ₹24.8 K Cr
- 1Y
- +6.5%
- 3Y
- +7.5%
- 5Y
- +6.5%
#2 of 2
Min SIP: ₹100Ideal: 3-12 monthsLow Risk
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*Past performance does not guarantee future returns. Returns are historical and subject to market risk.
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| +0.05% | +0.48% | +1.57% | +3.27% | +6.53% | +7.57% | +6.61% | +6.51% |
Breakdown
💡 Ratings are not guarantees. Past performance does not predict future results.
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+6.90%
₹1.25 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+6.53%
Rank #1 of 2
Category average (1Y)
+6.50%
Quartile Q2
Beats 50% of arbitrage funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Expense ratio: 0.32%
That is ₹320 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
Exploits price difference between cash and futures markets. Near-zero market risk. Equity-taxation benefit on gains.
This is an Hybrid Fund (equity-taxed).
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Aggressive Hybrid and Balanced Advantage funds with >65% equity allocation — taxed identically to equity funds.
Poor risk-adjusted returns
Sharpe ratio of 0.04 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹3.56 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 6.5% · Risk (std dev) 0.8%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of 0.04 confirms poor risk-adjusted returns.
If the broader market falls 20%, this fund is expected to fall about 0.3%.
Based on 1Y max drawdown of -0.2% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.02× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹13.93 L. Index fund would still beat it by ₹2.88 L thanks to its lower expense ratio.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
HDFC Mutual Fund