HDFC Income Plus Arbitrage Active FOF Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.64%
Fund NAV

Fund Overview of HDFC Income Plus Arbitrage Active FOF Regular-Growth

  • ₹2,646.9 Cr
    AUM
  • ₹41.56
    NAV
  • 0.34%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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HDFC Income Plus Arbitrage Active FOF Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.64% NA NA
6 Months 2.81% NA NA
1 Year 4.79% 4.79% NA
2 Years 5.68% 2.80% NA
3 Years 27.33% 8.39% NA
5 Years 56.88% 9.42% NA
7 Years 119.46% 11.88% NA
10 Years 174.03% 10.61% NA
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As on Thu Nov 05, 2026

Asset Allocation of HDFC Income Plus Arbitrage Active FOF Regular-Growth

debt instruments

68.63%

other assets or cash equivalents

31.49%
Large Cap: 82.33%
Mid Cap: 15.16%
Small Cap: 2.50%
Other: 0.00%
Top Holdings
Hdfc Medium Term Opportunities Direct Plan-growth
51.97%
Hdfc Medium Term Opportunities Direct Plan-growth
53.83%
Hdfc Medium Term Opportunities Direct Plan-growth
45.07%
Hdfc Medium Term Opportunities Direct Plan-growth
45.07%
Hdfc Medium Term Opportunities Direct Plan-growth
45.07%
 
Top Sectors
Unspecified
962.64%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About HDFC Income Plus Arbitrage Active FOF Regular-Growth

Launched on 06 Feb 2012, the fund aims Regular income along with capital appreciation. Investment in debt and money market instruments with limited exposure to equity and equity related instruments. It manages assets worth ₹2,646.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.34%.
The portfolio allocation consists of 68.63% in debt instruments, 31.49% in other assets or cash equivalents.Managed by Anil Bamboli, it has delivered a return of 4.79% in the last year, a total return since inception of 10.14%.
Depending on risk tolerance individuals often review best sip during their long-term financial strategy.

Read more
  • Anil Bamboli

    Fund Manager

  • Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.

    Manager Education

Key Metrics of HDFC Income Plus Arbitrage Active FOF Regular-Growth

  • Standard Deviation
    5.16%
  • Mean
    8.31%
  • Sharpe Ratio
    0.53%
  • Sortino Ratio
    0.76%

HDFC Income Plus Arbitrage Active FOF Regular-Growth Fund Details

Fund Names HDFC Income Plus Arbitrage Active FOF Regular-Growth
Inception Date 06 Feb 2012
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at moderate risk
More Details

Compare Mutual Funds
HDFC Income Plus Arbitrage Active FOF Regular-Growth Fund Returns Comparison

Compare HDFC Income Plus Arbitrage Active FOF Regular-Growth with other mutual funds in the same category

HDFC Income Plus Arbitrage Active FOF Regular-Growth

Franklin India Income Plus Arbitrage Active FOF Direct-Growth

Franklin India Income Plus Arbitrage Active FOF Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Income Plus Arbitrage Active FOF Direct-Growth trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
HDFC Income Plus Arbitrage Active FOF Direct-IDCW trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
Franklin India Income Plus Arbitrage Active FOF Regular-Growth trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
Franklin India Income Plus Arbitrage Active FOF Regular-IDCW trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
HDFC Income Plus Arbitrage Active FOF Regular-IDCW trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HDFC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HDFC Income Plus Arbitrage Active FOF Direct-Growth increase ₹2,647 0.37% 0.72% 2.97% 5.12% 8.95%
HDFC Income Plus Arbitrage Active FOF Regular-IDCW increase ₹2,647 0.35% 0.64% 2.81% 4.79% 8.39%
HDFC Income Plus Arbitrage Active FOF Direct-IDCW increase ₹2,647 0.37% 0.72% 2.97% 5.12% 8.95%
HDFC Income Plus Arbitrage Omni FOF Regular-Growth increase ₹31 0.51% 1.21% 3.68% - -
HDFC Income Plus Arbitrage Omni FOF Direct-Growth increase ₹31 0.54% 1.31% 3.85% - -
HDFC Income Plus Arbitrage Omni FOF Regular-IDCW increase ₹31 0.51% 1.21% 3.68% - -
HDFC Income Plus Arbitrage Omni FOF Direct-IDCW increase ₹31 0.54% 1.31% 3.85% - -
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increase growth is based on 1-month returns of the funds

HDFC Income Plus Arbitrage Active FOF Regular-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Income Plus Arbitrage Omni FOF Direct-Growth trend ₹7,896 ₹13.32 7.48% - -
Kotak Income Plus Arbitrage Omni FOF Regular-Growth trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Regular-IDCW trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹7,896 ₹13.32 7.48% - -
ICICI Prudential Income Plus Arbitrage Omni FOF-Growth trend ₹3,294 ₹67.41 8.97% 8.94% 8.68%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 ₹72.57 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 ₹56.12 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW trend ₹3,294 ₹51.72 8.97% 8.94% 8.68%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 ₹41.56 8.39% 9.42% 10.61%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 ₹46.01 8.95% 10.12% 11.41%
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Top funds are based on Fund AUM

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HDFC Income Plus Arbitrage Active FOF Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified51.97%₹1,279.08 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified53.83%₹1,268.16 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified45.07%₹1,183.27 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified45.07%₹1,183.27 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified45.07%₹1,183.27 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified45.07%₹1,183.27 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.63%₹1,181.37 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.63%₹1,181.37 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.63%₹1,181.37 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.63%₹1,181.37 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified54.73%₹1,166.74 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified54.73%₹1,166.74 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.82%₹1,083.00 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.82%₹1,083.00 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.82%₹1,083.00 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.80%₹1,070.60 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified43.65%₹1,062.14 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified44.39%₹1,048.69 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified60.64%₹1,045.87 Cr
Hdfc Medium Term Opportunities Direct Plan-growthUnspecified60.64%₹1,045.87 Cr
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Frequently Asked Questions

HDFC Income Plus Arbitrage Active FOF Regular-Growth

What is the current AUM of HDFC Income Plus Arbitrage Active FOF Regular-Growth?

As of Wed Sep 30, 2026, HDFC Income Plus Arbitrage Active FOF Regular-Growth manages assets worth ₹2,646.9 crore

How has HDFC Income Plus Arbitrage Active FOF Regular-Growth performed recently?

  • 3 Months: 0.64%
  • 6 Months: 2.81%

What is the long-term performance of HDFC Income Plus Arbitrage Active FOF Regular-Growth?

  • 3 Years CAGR: 8.39%
  • 5 Years CAGR: 9.42%
  • Since Inception: 10.14%

What is the portfolio composition of HDFC Income Plus Arbitrage Active FOF Regular-Growth?

Equity: -0.12%, Debt: 68.63%, Others: 31.49%.

Who manages HDFC Income Plus Arbitrage Active FOF Regular-Growth?

HDFC Income Plus Arbitrage Active FOF Regular-Growth is managed by Anil Bamboli from HDFC Mutual Fund.

What is the market-cap allocation of HDFC Income Plus Arbitrage Active FOF Regular-Growth?

Large Cap: 82.33%, Mid Cap: 15.16%, Small Cap: 2.50%.

Which are the top companies HDFC Income Plus Arbitrage Active FOF Regular-Growth has invested in?

  • HDFC Medium Term Opportunities Direct Plan-Growth – 51.97% of the fund's portfolio
  • HDFC Medium Term Opportunities Direct Plan-Growth – 53.83% of the fund's portfolio
  • HDFC Medium Term Opportunities Direct Plan-Growth – 45.07% of the fund's portfolio
  • HDFC Medium Term Opportunities Direct Plan-Growth – 45.07% of the fund's portfolio
  • HDFC Medium Term Opportunities Direct Plan-Growth – 45.07% of the fund's portfolio

Which are the major sectors HDFC Income Plus Arbitrage Active FOF Regular-Growth focuses on?

  • Unspecified – 962.64% of the fund's portfolio
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