Fund Overview of HDFC Income Plus Arbitrage Active FOF Regular-IDCW
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₹2,646.9 CrAUM
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₹36.42NAV
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0.34%Expense Ratio
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.
HDFC Income Plus Arbitrage Active FOF Regular-IDCW 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 |
Asset Allocation of HDFC Income Plus Arbitrage Active FOF Regular-IDCW
debt instruments
68.63%other assets or cash equivalents
31.49%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%. Fund Manager Manager EducationAbout HDFC Income Plus Arbitrage Active FOF Regular-IDCW
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%.
Identifying a suitable best sip to invest has an important part in systematic investing.
Key Metrics of HDFC Income Plus Arbitrage Active FOF Regular-IDCW
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Standard Deviation5.16%
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Mean8.31%
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Sharpe Ratio0.53%
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Sortino Ratio0.76%
HDFC Income Plus Arbitrage Active FOF Regular-IDCW Fund Details
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Compare HDFC Income Plus Arbitrage Active FOF Regular-IDCW with other mutual funds in the same category
HDFC Income Plus Arbitrage Active FOF Regular-IDCW
Franklin India Income Plus Arbitrage Active FOF Direct-Growth
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active FOF Direct-Growth |
₹142 | 0.31% | 1.06% | 5.81% | 12.88% | 10.44% |
| Franklin India Income Plus Arbitrage Active FOF Direct-IDCW |
₹142 | 0.31% | 1.06% | 5.81% | 12.88% | 10.44% |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹2,647 | 0.37% | 0.72% | 5.12% | 8.95% | 10.12% |
| HDFC Income Plus Arbitrage Active FOF Direct-IDCW |
₹2,647 | 0.37% | 0.72% | 5.12% | 8.95% | 10.12% |
| Franklin India Income Plus Arbitrage Active FOF Regular-Growth |
₹142 | 0.29% | 0.98% | 5.47% | 12.12% | 9.57% |
| Franklin India Income Plus Arbitrage Active FOF Regular-IDCW |
₹142 | 0.29% | 0.98% | 5.47% | 12.12% | 9.57% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹3,294 | 0.65% | 0.93% | 5.97% | 9.33% | 9.53% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹3,294 | 0.65% | 0.93% | 5.97% | 9.33% | 9.53% |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹2,647 | 0.35% | 0.64% | 4.79% | 8.39% | 9.42% |
| HDFC Income Plus Arbitrage Active FOF Regular-IDCW |
₹2,647 | 0.35% | 0.64% | 4.79% | 8.39% | 9.42% |
More funds from HDFC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HDFC Income Plus Arbitrage Active FOF Regular-Growth
|
₹2,647 | 0.35% | 0.64% | 2.81% | 4.79% | 8.39% |
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HDFC Income Plus Arbitrage Active FOF Direct-Growth
|
₹2,647 | 0.37% | 0.72% | 2.97% | 5.12% | 8.95% |
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HDFC Income Plus Arbitrage Active FOF Direct-IDCW
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₹2,647 | 0.37% | 0.72% | 2.97% | 5.12% | 8.95% |
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HDFC Income Plus Arbitrage Omni FOF Regular-Growth
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₹31 | 0.51% | 1.21% | 3.68% | - | - |
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HDFC Income Plus Arbitrage Omni FOF Direct-Growth
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₹31 | 0.54% | 1.31% | 3.85% | - | - |
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HDFC Income Plus Arbitrage Omni FOF Regular-IDCW
|
₹31 | 0.51% | 1.21% | 3.68% | - | - |
|
HDFC Income Plus Arbitrage Omni FOF Direct-IDCW
|
₹31 | 0.54% | 1.31% | 3.85% | - | - |
HDFC Income Plus Arbitrage Active FOF Regular-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Kotak Income Plus Arbitrage Omni FOF Direct-Growth |
₹7,896 | ₹13.32 | 7.48% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Regular-Growth |
₹7,896 | ₹13.24 | 7.28% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Regular-IDCW |
₹7,896 | ₹13.24 | 7.28% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Direct-IDCW |
₹7,896 | ₹13.32 | 7.48% | - | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF-Growth |
₹3,294 | ₹67.41 | 8.97% | 8.94% | 8.68% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹3,294 | ₹72.57 | 9.33% | 9.53% | 9.26% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹3,294 | ₹56.12 | 9.33% | 9.53% | 9.26% |
| ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW |
₹3,294 | ₹51.72 | 8.97% | 8.94% | 8.68% |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹2,647 | ₹41.56 | 8.39% | 9.42% | 10.61% |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹2,647 | ₹46.01 | 8.95% | 10.12% | 11.41% |
HDFC Income Plus Arbitrage Active FOF Regular-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 51.97% | ₹1,279.08 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 53.83% | ₹1,268.16 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 45.07% | ₹1,183.27 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 45.07% | ₹1,183.27 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 45.07% | ₹1,183.27 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 45.07% | ₹1,183.27 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.63% | ₹1,181.37 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.63% | ₹1,181.37 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.63% | ₹1,181.37 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.63% | ₹1,181.37 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 54.73% | ₹1,166.74 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 54.73% | ₹1,166.74 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.82% | ₹1,083.00 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.82% | ₹1,083.00 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.82% | ₹1,083.00 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.80% | ₹1,070.60 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 43.65% | ₹1,062.14 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 44.39% | ₹1,048.69 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 60.64% | ₹1,045.87 Cr |
| Hdfc Medium Term Opportunities Direct Plan-growth | Unspecified | 60.64% | ₹1,045.87 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active FOF Direct-Growth |
₹25.56 | 12.88% | 10.44% | - |
| Franklin India Income Plus Arbitrage Active FOF Direct-IDCW |
₹23.43 | 12.88% | 10.44% | - |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹46.01 | 8.95% | 10.12% | - |
| HDFC Income Plus Arbitrage Active FOF Direct-IDCW |
₹40.41 | 8.95% | 10.12% | - |
| Franklin India Income Plus Arbitrage Active FOF Regular-Growth |
₹22.57 | 12.12% | 9.57% | - |
| Franklin India Income Plus Arbitrage Active FOF Regular-IDCW |
₹20.84 | 12.12% | 9.57% | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹72.57 | 9.33% | 9.53% | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹56.12 | 9.33% | 9.53% | - |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹41.56 | 8.39% | 9.42% | - |
| HDFC Income Plus Arbitrage Active FOF Regular-IDCW |
₹36.42 | 8.39% | 9.42% | - |
Frequently Asked Questions
HDFC Income Plus Arbitrage Active FOF Regular-IDCW
What is the current AUM of HDFC Income Plus Arbitrage Active FOF Regular-IDCW?
As of Wed Sep 30, 2026, HDFC Income Plus Arbitrage Active FOF Regular-IDCW manages assets worth ₹2,646.9 crore
How has HDFC Income Plus Arbitrage Active FOF Regular-IDCW performed recently?
- 3 Months: 0.64%
- 6 Months: 2.81%
What is the long-term performance of HDFC Income Plus Arbitrage Active FOF Regular-IDCW?
- 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-IDCW?
Equity: -0.12%, Debt: 68.63%, Others: 31.49%.
Who manages HDFC Income Plus Arbitrage Active FOF Regular-IDCW?
HDFC Income Plus Arbitrage Active FOF Regular-IDCW is managed by Anil Bamboli from HDFC Mutual Fund.
What is the market-cap allocation of HDFC Income Plus Arbitrage Active FOF Regular-IDCW?
Large Cap: 82.33%, Mid Cap: 15.16%, Small Cap: 2.50%.
Which are the top companies HDFC Income Plus Arbitrage Active FOF Regular-IDCW 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-IDCW focuses on?
- Unspecified – 962.64% of the fund's portfolio




