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Arbitrageregulargrowth📊 NIFTY 50 Arbitrage Index(SEBI default)

HSBC Arbitrage Fund - Regular Growth

HSBC Mutual Fund

#20 of 32 (1Y)

₹19.8985

0.04 (-0.20%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹19.8985

0.04 (-0.20%)

29 May 2026

AMFI: 151134

Direct · Growth

₹₹21.4079

0.04 (-0.20%)

29 May 2026

AMFI: 151138

Regular · IDCW

₹₹10.7054

0.01 (+0.07%)

07 Apr 2026

AMFI: RTA-INF917K01QO2

Direct · IDCW

₹₹10.8873

0.02 (-0.20%)

29 May 2026

AMFI: 151136

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.12%
1 Month+0.15%
3 Months+1.27%
6 Months+2.75%
1 Year+5.77%
3 Years (CAGR)+6.67%
5 Years (CAGR)+5.78%
10 Years (CAGR)+5.70%
Since Inception (Jun 2014)+5.97%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.63%
3 Year SIP+6.33%
5 Year SIP+6.26%
Since Inception (Jun 2014)+5.76%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹71,500

Invested

₹1,01,572

Value today

5.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹9,949

Value today

5.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,15,000

Withdrawn

₹9,74,129

Corpus left

+₹6,89,129 net gain — withdrew ₹7,15,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,38,059

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,38,059 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹83,951

Regular plan

₹81,103

Direct earns ₹2,848 more on a ₹60K investment0.47% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHSBC Mutual Fund
CategoryArbitrage
Plan Typeregular
Optiongrowth
AUM₹2,451 Cr
Expense Ratio0.91%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY 50 Arbitrage Index
Launch Date30 Jun 2014
AMFI Code151134

Risk Metrics

Trailing 1 year, annualised

-0.26

Sharpe Ratio

Alpha

Beta

-0.26

Sortino

0.84%

Std Dev

-0.26%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity43 holdings · 62.8%
Security% NAV

ICICI Bank Limited

INE090A01021

6.03%

HDFC Bank Limited

INE040A01034

5.99%

Steel Authority of India Limited

INE114A01011

3.81%

RBL Bank Limited

INE976G01028

3.03%

Godrej Properties Limited

INE484J01027

2.58%

Bandhan Bank Limited

INE545U01014

2.53%

NMDC Limited

INE584A01023

2.52%

Jio Financial Services Limited

INE758E01017

1.88%

Axis Bank Limited

INE238A01034

1.85%

ITC Limited

INE154A01025

1.81%

JSW Steel Limited

INE019A01038

1.76%

Eternal Limited

INE758T01015

1.54%

Adani Energy Solutions Limited

INE931S01010

1.43%

Reliance Industries Limited

INE002A01018

1.40%

Yes Bank Ltd

INE528G01035

1.36%

HDFC Asset Management Company Limited

INE127D01025

1.26%

Glenmark Pharmaceuticals Limited

INE935A01035

1.26%

Kotak Mahindra Bank Limited

INE237A01036

1.21%

Punjab National Bank

INE160A01022

1.20%

Sammaan Capital Ltd.

INE148I01020

1.20%

State Bank of India

INE062A01020

1.16%

Adani Port & Special Economic Zone Ltd

INE742F01042

1.15%

Container Corporation of India Limited

INE111A01025

1.08%

LIC Housing Finance Limited

INE115A01026

1.07%

DLF Limited

INE271C01023

0.96%

Adani Power Limited

INE814H01029

0.91%

Crompton Greaves Consumer Electrical Ltd

INE299U01018

0.90%

Laurus Labs Limited

INE947Q01028

0.84%

AU Small Finance Bank Limited

INE949L01017

0.82%

Mahindra & Mahindra Limited

INE101A01026

0.81%

The Federal Bank Limited

INE171A01029

0.78%

IDFC First Bank Limited

INE092T01019

0.71%

Max Financial Services Limited

INE180A01020

0.67%

TVS Motor Company Limited

INE494B01023

0.61%

Ambuja Cements Limited

INE079A01024

0.59%

HDFC Life Insurance Company Limited

INE795G01014

0.59%

Lodha Developers Limited

INE670K01029

0.57%

PNB Housing Finance Limited

INE572E01012

0.51%

Biocon Limited

INE376G01013

0.50%

Godrej Consumer Products Limited

INE102D01028

0.49%

Hindustan Zinc Limited

INE267A01025

0.48%

Vodafone Idea Limited

INE669E01016

0.48%

Inox Wind Limited

INE066P01011

0.47%
Debt5 holdings · 7.6%
Security% NAV

Indian Bank**

INE562A16QE7

3.76%

Axis Bank Limited**

INE238AD6BD9

0.97%

SIDBI**

INE556F16BQ4

0.95%

364 Days Treasury Bill 28-Jan-2027

IN002025Z435

0.95%

364 Days Treasury Bill 19-Feb-2027

IN002025Z468

0.94%
Fund Units2 holdings · 19.5%
Security% NAV

HSBC Money Market Fund - Direct Growth

INF917K01FE6

16.05%

HSBC Ultra Short Duration Fund - Direct Growth

INF336L01OR1

3.47%

Performance Comparison

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Investment Objective

HSBC Arbitrage Fund - Regular Growth aims to generate returns by exploiting price differentials between cash and derivatives markets. These funds offer equity taxation benefits with relatively low volatility, making them suitable as an alternative to liquid funds.

About This Fund

HSBC Arbitrage Fund - Regular Growth is a Arbitrage mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹2,451 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Arbitrage Index. The current expense ratio is 0.91%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations