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 (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,433.59 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: NIL

35.4309

10.1%

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 3.98 4.51 10.52 10.84 11.39
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 5.88 10.5 12.74 11.55 7.45
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth 18-12-2003 5.26 8.21 10.23 9.3 8.94
Baroda BNP Paribas Income Plus Arbitrage Active FOF Regular Growth 23-05-2025 4.76 - - - -
Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth 13-09-2004 4.6 6.75 6.65 5.69 6.8
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth 17-11-2022 4.46 7.17 7.35 - -
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 4.42 7.1 7.07 6.19 -
UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option 04-04-2025 4.38 - - - -
SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth 02-05-2025 4.34 - - - -
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option 01-12-2006 4.02 6.65 6.68 5.86 6.69

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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