HDFC Income Plus Arbitrage Active FOF - Growth Option

Fund House: HDFC Mutual Fund

Category: Fund of Funds-Domestic-Hybrid

Status: Open Ended Schemes

Launch Date: 06-02-2012

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

Total Assets: 69.69 As on (31-03-2025)

Expense Ratio: 1.0% As on (31-03-2025)

Turn over: 81.00% | Exit Load: Exit load of 1% if redeemed within 1 year.

NAV as on 25-04-2025

38.5412

0.0023

CAGR Since Inception

10.74%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Income Plus Arbitrage Active FOF - Growth Option 5.51 13.37 18.48 10.92 10.74
Benchmark - - - - -
Fund of Funds-Domestic-Hybrid 10.6 13.47 16.68 10.68 12.24

Funds Manager

Anil Bamboli, Srinivasan Ramamurthy

RETURNS CALCULATORS for HDFC Income Plus Arbitrage Active FOF - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HDFC Income Plus Arbitrage Active FOF - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HDFC Income Plus Arbitrage Active FOF Reg Gr 06-02-2012 5.51 15.46 13.37 18.48 10.92
Franklin India Multi Asset Solution FOF Gr 05-11-2014 15.02 16.82 12.35 15.83 7.28
ICICI Pru Passive Multi-Asset FOF Gr 13-01-2022 13.33 15.49 13.44 0.0 0.0
Nippon India Asset Allocator FoF Reg Gr 07-02-2021 12.73 23.53 18.38 0.0 0.0
ABSL Asset Allocator FOFsch Reg Gr 17-08-2006 12.31 21.51 14.87 18.73 12.05
Quantum Multi Asset FOFs Reg Gr 05-04-2017 12.19 14.72 12.11 12.43 0.0
HSBC Aggressive Hybrid Active FOF Gr 30-04-2014 12.16 24.93 19.2 27.11 18.86
HDFC Asset Allocator Fund of Funds Gr 01-05-2021 11.92 18.98 15.58 0.0 0.0
ABSL Fin Planning Mod Reg Gr 09-05-2011 11.78 18.32 13.42 16.23 10.6
Motilal Oswal Asset Allocation FOF- C Reg Gr 12-03-2021 11.62 15.28 11.31 0.0 0.0

Asset Allocation (%)

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

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