HDFC Income Plus Arbitrage Active FOF - Growth Option

Fund House: HDFC Mutual Fund
Category: Fund of Funds-Income Plus Arbitrage
Launch Date: 06-02-2012
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 0.33% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,389.94 Cr As on 31-03-2026(Source:AMFI)
Turn over: - | Exit Load: NIL

40.4943

10.3%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Income Plus Arbitrage TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 9 Months
12 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate income / long-term capital appreciation by investing in units of Arbitrage and Debt schemes. There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 6.55
Sharpe Ratio 1.37
Alpha 5.2
Beta 0.48
Yield to Maturity -
Average Maturity 2.95

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 5.0 5.43 11.18 11.51 11.78
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 6.39 11.01 12.78 12.09 7.62
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth 18-12-2003 6.02 8.64 10.61 9.61 8.98
Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth 13-09-2004 5.54 7.14 6.87 5.76 6.86
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth 17-11-2022 5.48 7.91 7.58 - -
UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option 04-04-2025 5.33 - - - -
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 5.25 7.74 7.3 6.32 -
SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth 02-05-2025 5.25 - - - -
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option 01-12-2006 4.87 7.01 6.87 5.96 6.73
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 4.68 6.35 6.96 5.74 6.26

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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