HSBC Arbitrage Fund - Regular Monthly IDCW

HSBC Arbitrage Fund - Regular Monthly IDCW is a scheme launched by HSBC Mutual Fund on June 30, 2014, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 2,374.44 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.93% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  HSBC Arbitrage Fund - Regular Monthly IDCW trailing returns over different times are -1.82% (1 year), 0.94% (3 year) and 0.54% (5 year). The average annual return of this fund stands at -1.09%.