HDFC Arbitrage Fund
Ticker: mf12423
Decent
73/100
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A
Aditya Birla SL Savings Fund
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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H
HDFC Nifty 50 Index Fund
The HDFC Nifty 50 Index Fund presents a decent investment opportunity with solid fundamentals and growth potential, but investors should be cautious of market volatility.
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U
UTI Money Market Fund
UTI Money Market Fund shows decent stability but lacks significant growth drivers. It is suitable for conservative investors seeking safety over high returns.
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Axis Money Market Fund
The Axis Money Market Fund presents a risky investment opportunity with limited growth potential and moderate profitability metrics.
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T
Tata Liquid Fund
The Tata Liquid Fund shows decent potential but has several areas of concern that need to be monitored closely.
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D
DSP Liquidity Fund
The DSP Liquidity Fund shows decent potential with stable operations and a solid balance sheet, but growth drivers and technicals are lacking.
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D
DSP Midcap Fund
The DSP Midcap Fund shows potential for growth with solid fundamentals, but investors should be cautious of valuation and execution risks.
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I
Invesco India Contra Fund
The Invesco India Contra Fund shows potential but carries certain risks that need to be monitored closely.
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K
Kotak Multicap Fund
The Kotak Multicap Fund shows decent potential with a balanced approach to growth and profitability, but faces some valuation and technical challenges.
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F
Franklin India Flexi Cap Fund
The Franklin India Flexi Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks in governance and execution should be monitored.
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T
Tata Arbitrage Fund
The Tata Arbitrage Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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H
HDFC Multi Cap Fund
The HDFC Multi Cap Fund shows decent potential with consistent growth and profitability metrics, but some execution risks remain.
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H
HDFC Short Term Debt Fund
The HDFC Short Term Debt Fund shows decent stability and growth potential, but with some risks in governance and market sentiment.
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K
Kotak Bond Short Term Fund
The Kotak Bond Short Term Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
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I
ICICI Pru Flexicap Fund
The ICICI Pru Flexicap Fund shows decent potential for growth with a solid business model and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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H
HDFC Ultra Short Term Fund
HDFC Ultra Short Term Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
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Business Overview
HDFC Arbitrage Fund is a hybrid mutual fund designed to capitalize on market inefficiencies through arbitrage opportunities. Ideal for conservative investors seeking stable returns with lower risk, this fund aims to provide capital appreciation while preserving principal. It is particularly beneficial for those looking to hedge against market volatility while enjoying potential tax benefits.
- Focuses on arbitrage opportunities in equity markets
- Suitable for risk-averse investors
- Provides potential for stable returns
- Helps in capital preservation
- Offers tax efficiency compared to traditional income sources
Investment Thesis
HDFC Arbitrage Fund stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it offers a compelling investment opportunity for retail investors seeking stability and growth in a volatile market.
- Backed by HDFC's reputable promoter group, ensuring trust and reliability.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, presenting a value opportunity.
- Focus on capital preservation through arbitrage strategies in volatile markets.
- Consistent performance track record, appealing to risk-averse investors.
Peer Perspective
HDFC Arbitrage Fund trades at a slight premium compared to peers like ICICI Prudential Arbitrage Fund and SBI Arbitrage Fund. A rerating may occur if it demonstrates consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
HDFC Arbitrage Fund • Updated: 2025-09-29 14:42:29
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10BusinessHighThe fund operates in a stable sector with a clear arbitrage model, but lacks a significant competitive moat.
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10GrowthHighConsistent revenue and profit growth observed, but growth is moderate compared to aggressive equity funds.
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10ProfitabilityHighROE and ROCE are decent, but OCF is lower than net profit, indicating some cash flow concerns.
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10ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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8BalanceHighDebt levels are manageable with adequate liquidity, but reserves are not substantial.
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7GovernanceHighPromoter holding is strong, but there are minor concerns regarding disclosures.
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6DriversGoodGrowth drivers are limited; execution risks are moderate due to market volatility.
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5TechnicalsGoodMarket sentiment is neutral with low momentum and liquidity.
Final Score & Verdict
Score 73 / 100
• Decent
HDFC Arbitrage Fund presents a decent investment opportunity with stable returns, but investors should be cautious of its growth potential and cash flow dynamics.