Which funds are similar to HDFC Arbitrage Fund Direct-Growth?
Funds similar to HDFC Arbitrage Fund Direct-Growth in the Hybrid: Arbitrage category include Kotak Arbitrage Fund Direct-Growth, SBI Arbitrage Fund Direct-Growth, and ICICI Prudential Arbitrage Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HDFC Arbitrage Fund Direct-Growth in its category?
On a 3-year return basis HDFC Arbitrage Fund Direct-Growth is ranked 12 out of 25 funds in the Hybrid: Arbitrage category as of 6 Sep 2026. On a 5-year return basis it ranks 13 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HDFC Arbitrage Fund Direct-Growth's expense ratio compare to similar funds?
HDFC Arbitrage Fund Direct-Growth has an expense ratio of 1.53%. The peers Kotak Arbitrage Fund Direct-Growth has an expense ratio of 2.33% and SBI Arbitrage Fund Direct-Growth has 1.48%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HDFC Arbitrage Fund Direct-Growth's AUM compare to similar funds?
HDFC Arbitrage Fund Direct-Growth has an AUM of ₹25,001.2 crore. The peers Kotak Arbitrage Fund Direct-Growth has an AUM of ₹74,398.7 crore and SBI Arbitrage Fund Direct-Growth has ₹46,803.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Arbitrage?
The top performing fund in the Hybrid: Arbitrage category on a 3-year basis is Tata Arbitrage Fund Direct-Growth with a CAGR of 7.54% as of 6 Sep 2026. HDFC Arbitrage Fund Direct-Growth has delivered 7.35% CAGR over the same period, ranking 12 out of 25 funds. You can view and compare the full category ranking on sharpely.
How does HDFC Arbitrage Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HDFC Arbitrage Fund Direct-Growth has a Sharpe ratio of 2.78 compared to the Hybrid: Arbitrage average of 2.59 as of 6 Sep 2026. It ranks 11 out of 25 funds in its category on Sharpe ratio.
