HDFC Income Plus Arbitrage Active FOF - IDCW Option
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
Expense Ratio: 0.42% As on ( 31-05-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 579.13 Cr As on ( 30-05-2025)
Turn over:
NAV as on 13-06-2025
34.0411
-0.01 ( -0.0323% )
CAGR Since Inception
10.54%
NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%
Performance of HDFC Income Plus Arbitrage Active FOF - IDCW Option
Fund Managers

Mr. Anil Bamboli

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.

Returns Calculator for HDFC Income Plus Arbitrage Active FOF - IDCW Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Income Plus Arbitrage Active FOF - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Income Plus Arbitrage Active FOF - IDCW Option 6.55 1.37 5.2 0.48 - 2.95
Fund of Funds-Income Plus Arbitrage - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Income Plus Arbitrage Active FOF Reg IDCW 06-02-2012 2.82 12.67 15.58 17.24 11.35
ICICI Pru Income plus Arbitrage Active FOF Gr 18-12-2003 9.52 12.5 12.23 12.46 8.95
Axis Income Plus Arbitrage Active FOF Reg Gr 05-01-2020 9.51 8.38 8.06 6.82 0.0
Kotak Income Plus Arbitrage FOF Reg Gr 17-11-2022 9.35 8.75 0.0 0.0 0.0
ABSL Debt Plus Arbitrage FoF Sch Reg Gr 01-12-2006 8.9 7.88 7.45 6.34 7.17
Bandhan Income Plus Arbitrage FoF Reg Gr 13-09-2004 8.7 7.64 7.31 6.0 7.16
DSP Income Plus Arbitrage FOF Reg Gr 21-08-2014 8.67 10.81 11.12 8.49 7.07
HSBC Income Plus Arbitrage Active FOF Gr 30-04-2014 7.01 7.89 7.91 7.26 6.52
HDFC Income Plus Arbitrage Active FOF Reg Gr 06-02-2012 2.82 12.67 15.58 17.23 11.35

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Income Plus Arbitrage Active FOF - IDCW Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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