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HDFC Income Plus Arbitrage Active FOF Direct Growth

Growth
43.960.01% (+0.00)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

FoFs (Domestic) - Hybrid

Mid-size Fund

Assets Under Mgmt: ₹ 2,355 Cr

Moderate Risk

Principle investment will be at moderate risk

Scorecard

Performance

Avg

Return has been average, nothing exciting vs others

Risk

High

Stay alerted, risk is higher vs others

Cost

Low

Expense that wouldn't create any worry

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FoFs (Domestic) - Hybrid

Mid-size Fund

Assets Under Mgmt: ₹ 2,355 Cr

Moderate Risk

Principle investment will be at moderate risk

HDFC Income Plus Arbitrage Active FOF Performance & Key Metrics

HDFC Income Plus Arbitrage Active FOF Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.07-0.88
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.476.801.89

HDFC Income Plus Arbitrage Active FOF Scheme InfoHDFC Income Plus Arbitrage Active FOF Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty 50 Arbitrage - TRI

About FoFs (Domestic) - Hybrid

About FoFs (Domestic) - Hybrid

These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.

HDFC Income Plus Arbitrage Active FOF Peers

HDFC Income Plus Arbitrage Active FOF Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Hybrid
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Income Plus Arbitrage Active FOF0.39%12.29%11.40%
ICICI Pru Dynamic Asset Allocation Active FOF10.07%14.96%12.75%
Kotak Income Plus Arbitrage Omni FOF7.64%8.16%8.15%
Axis Income Plus Arbitrage Active FOF8.06%8.08%7.27%

HDFC Income Plus Arbitrage Active FOF Returns Comparison

Compare HDFC Income Plus Arbitrage Active FOF with any MF, ETF, stock or index
Compare HDFC Income Plus Arbitrage Active FOF with any MF, ETF, stock or index
HDFC Income Plus Arbitrage Active FOF
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HDFC Income Plus Arbitrage Active FOF Portfolio

HDFC Income Plus Arbitrage Active FOF Asset Allocation

HDFC Income Plus Arbitrage Active FOF Asset Allocation

Actual

Target

Mar 2025

Jun 2025

Sep 2025

Nov 2025

ACTUAL
Cash & EquivalentsMutual Funds0.32%99.68%

Mar 2025

Jun 2025

Sep 2025

Nov 2025

Tickertape Separator

HDFC Income Plus Arbitrage Active FOF Sector Distribution

HDFC Income Plus Arbitrage Active FOF Sector Distribution

MiscellaneousOthers0.43 %99.57 %

Mar 2025

Jun 2025

Sep 2025

Nov 2025

Tickertape Separator

HDFC Income Plus Arbitrage Active FOF Sector Weightage

HDFC Income Plus Arbitrage Active FOF Sector Weightage

Sep 24Dec 24Mar 25Jun 25Sep 25Nov 2598.24%97.42%99.76%99.89%99.03%99.57%
Others as a % of total holdings for last six quarters
Tickertape Separator

HDFC Income Plus Arbitrage Active FOF Current Holdings

HDFC Income Plus Arbitrage Active FOF Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of HDFC Income Plus Arbitrage Active FOF

AMC Profile of HDFC Income Plus Arbitrage Active FOF

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

  • No.of Schemes

    88

  • Total AUM

    ₹ 9,09,000.38 Cr.

HDFC Income Plus Arbitrage Active FOF Manager Details

HDFC Income Plus Arbitrage Active FOF Manager Details

HDFC Income Plus Arbitrage Active FOF Manager Profile

HDFC Income Plus Arbitrage Active FOF Manager Profile

Anil Bamboli

AUM:  ₹99,133.22 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 19yrs

Qualification

B. Com,CWA, MMS (Finance),CFA (CFA Institute)

Past Experience

Mr. Anil Bamboli has 16 years of experience in fund management and research, Fixed Income dealing. He is with HDFC AMC from July 2003 till date. Prior to this he was Asst. Vice President in SBI Funds Management Pvt. Ltd.

Funds Managed (23)
-0.08%
-0.08%
11.54%
11.54%
0.42%
0.42%
11.80%
11.80%
15.61%
15.61%
1.14%
1.14%
12.98%
12.98%
16.88%
16.88%
0.07%
0.07%
0.90%
0.90%
1.73%
1.73%
0.39%
0.39%
12.29%
12.29%
0.07%
0.07%

HDFC Income Plus Arbitrage Active FOF Manager Performance (0)

HDFC Income Plus Arbitrage Active FOF Manager Performance (0)

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HDFC Income Plus Arbitrage Active FOF Tax Implications

HDFC Income Plus Arbitrage Active FOF Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-

You make

HDFC Income Plus Arbitrage Active FOF Review & Opinions

HDFC Income Plus Arbitrage Active FOF Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of HDFC Income Plus Arbitrage Active FOF?

    The current NAV of HDFC Income Plus Arbitrage Active FOF is ₹43.95, as of 4th December 2025.

  2. What are the returns of HDFC Income Plus Arbitrage Active FOF?

    The HDFC Income Plus Arbitrage Active FOF was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 0.39%
    • 3 Year Returns: 12.29%
    • 5 Year Returns: 14.08%

  3. What are the top 5 sectoral holdings of HDFC Income Plus Arbitrage Active FOF?

    The top sectors HDFC Income Plus Arbitrage Active FOF has invested in are as follows:
    • Others | 99.57%
    • Miscellaneous | 0.43%
    This data is as on 4th December 2025.

  4. What are the top 5 holdings of HDFC Income Plus Arbitrage Active FOF?

    The top 5 holdings for HDFC Income Plus Arbitrage Active FOF are as follows:
    • HDFC Corporate Bond Fund - Growth Option - Direct Plan | 53.83%
    • HDFC ARBITRAGE FUND - Direct Plan - Wholesale Growth Option | 39.19%
    • HDFC Money Market Fund - Direct Plan - Growth Option | 6.66%
    • TREPS - Tri-party Repo | 0.43%
    • Net Current Assets | -0.11%
    This data is as on 4th December 2025.

  5. What is the asset allocation of HDFC Income Plus Arbitrage Active FOF?

    The asset allocation for HDFC Income Plus Arbitrage Active FOF is as follows:
    • Mutual Funds | 99.68%
    • Cash & Equivalents | 0.32%
    This data is as on 4th December 2025.

  6. What is the AUM of HDFC Income Plus Arbitrage Active FOF?

    The AUM (i.e. assets under management) of HDFC Income Plus Arbitrage Active FOF is ₹2355.92 Cr as of 4th December 2025.

  7. What is the expense ratio of HDFC Income Plus Arbitrage Active FOF?

    The expense ratio of HDFC Income Plus Arbitrage Active FOF Plan is 0.07 as of 4th December 2025.

  8. What is the volatility or standard deviation of HDFC Income Plus Arbitrage Active FOF?

    The volatility or standard deviation for the HDFC Income Plus Arbitrage Active FOF is 4.17

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of HDFC Income Plus Arbitrage Active FOF?

    The Sharpe ratio for the HDFC Income Plus Arbitrage Active FOF is -0.88

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of HDFC Income Plus Arbitrage Active FOF?

    The Sortino Ratio for the HDFC Income Plus Arbitrage Active FOF is -0.08

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.