HDFC Income Plus Arbitrage Active FOF - IDCW 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: 0.42% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,131.98 Cr As on 31-10-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

34.8434

10.37%

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
9 Years 0 Months
There is no value for 4x
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 - IDCW Option 06-02-2012 2.82 9.07 12.31 13.88 11.31
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 14.15 15.24 13.56 14.33 7.79
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 8.3 8.66 7.83 6.37 -
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option 01-12-2006 8.03 7.83 7.44 5.94 6.9
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth 17-11-2022 7.64 8.36 8.06 - -
Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth 13-09-2004 7.54 7.75 7.29 5.6 6.99
DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth 21-08-2014 7.0 11.35 10.08 6.56 7.41
ICICI Prudential Income plus Arbitrage Active FOF - Growth 18-12-2003 6.83 10.31 11.06 10.52 8.95
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 5.95 7.79 7.35 5.81 6.36
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 2.82 9.07 12.31 13.88 11.31

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification