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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,384.27 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

34.2513

10.45%

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 1.07 10.63 12.87 15.04 10.81
DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth 21-08-2014 10.34 10.82 8.87 7.25 7.25
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 8.36 8.52 7.69 6.51 -
Kotak Income Plus Arbitrage FOF-Regular Plan-Growth 17-11-2022 8.18 8.4 - - -
Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option 01-12-2006 8.07 7.82 7.31 6.02 6.99
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth 13-09-2004 7.86 7.67 7.11 5.66 7.06
ICICI Prudential Income plus Arbitrage Active FOF - Growth 18-12-2003 7.29 10.78 11.67 11.24 8.74
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 5.8 7.81 7.16 6.08 6.33
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 1.07 10.63 12.87 15.04 10.81

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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