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: 0.32% As on (30-04-2025) |
| 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 |
33.9701
0.03 (0.0918%)
10.58%
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
The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
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 | 5.19 | 14.32 | 15.28 | 19.27 | 10.9 |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 11.07 | 13.15 | 11.99 | 13.36 | 8.73 |
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 10.26 | 8.78 | - | - | - |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 9.99 | 8.37 | 7.89 | 6.97 | - |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.21 | 7.96 | 7.39 | 6.5 | 7.02 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 9.0 | 7.65 | 7.21 | 6.12 | 7.18 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 8.83 | 11.86 | 10.76 | 9.74 | 6.99 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 7.94 | 8.13 | 7.78 | 7.56 | 6.44 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 5.19 | 14.32 | 15.28 | 19.27 | 10.9 |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
