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: 579.13 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
34.0931
-0.01 (-0.017%)
10.52%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Income Plus Arbitrage 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 | 2.14 | 12.37 | 15.46 | 16.29 | 10.96 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 9.2 | 8.43 | 8.01 | 6.65 | - |
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 8.74 | 8.71 | - | - | - |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 8.69 | 7.9 | 7.43 | 6.14 | 7.11 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 8.66 | 7.69 | 7.25 | 5.78 | 7.14 |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 8.57 | 12.28 | 12.46 | 11.92 | 8.84 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 8.53 | 11.37 | 10.88 | 8.54 | 7.13 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 6.68 | 7.91 | 7.78 | 7.06 | 6.42 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 2.14 | 12.37 | 15.46 | 16.29 | 10.96 |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
