Home› Funds› HDFC Income Plus Arbitrage Active FOF - Growth Opt

HDFC Income Plus Arbitrage Active FOF - Growth Option - Direct Plan

HDFC · Arbitrage
Low
₹45.78
Current NAV
30 Oct 2026
4.8%
1Y Return
9.1%
3Y CAGR
10.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.99
Sharpe Ratio
1.59
Beta
0.99
Alpha
2.77
Sortino
Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹4040 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Arbitrage
JioBlackRock Arbitrage Fund - Direct Plan - Growth Option
JioBlackRock Arbitrage
₹10.61 7.8%
JM Arbitrage Fund (Direct) - Half Yearly Bonus Option - Principal Units
JM Arbitrage
₹33.87 7.7%
JM Arbitrage Fund (Direct) - Quarterly Bonus Option - Principal Units
JM Arbitrage
₹33.88 7.7%
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Sundaram
₹10.42 7.6%