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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 256.45 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
34.1206
-0.03 (-0.0785%)
10.56%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 4.15 | 13.16 | 14.9 | 17.15 | 11.31 |
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 10.1 | 8.89 | - | - | - |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 10.02 | 8.48 | 8.12 | 6.89 | - |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 9.9 | 12.74 | 11.96 | 12.39 | 8.88 |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.57 | 8.05 | 7.57 | 6.33 | 7.12 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 9.32 | 11.63 | 9.54 | 8.38 | 7.14 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 9.05 | 7.79 | 7.34 | 6.09 | 7.18 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 7.98 | 8.08 | 7.84 | 7.32 | 6.51 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 4.15 | 13.16 | 14.9 | 17.14 | 11.31 |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
