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: 0.33% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,461.36 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

35.0607

10.26%

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 4.07 5.76 12.07 12.29 12.38
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 12.74 12.62 13.07 12.77 7.91
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 7.33 7.72 7.59 6.41 -
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth 17-11-2022 6.88 8.01 7.92 - -
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option 01-12-2006 6.8 7.17 7.17 6.04 7.05
Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth 13-09-2004 6.64 7.16 7.08 5.79 6.96
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth 18-12-2003 6.62 9.04 10.96 10.0 9.24
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 5.34 6.52 7.31 5.69 6.43
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 4.07 5.76 12.07 12.29 12.38
DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth 21-08-2014 2.27 8.86 8.35 5.8 7.85

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

There are no scheme documents available

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