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

HDFC · Arbitrage
Low
₹39.82
Current NAV
25 Jun 2026
6.5%
1Y Return
7.0%
3Y CAGR
6.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.75%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.45).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.45
Sharpe Ratio
1.35
Beta
-0.05
Alpha
1.67
Sortino
Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹2000 Cr
Expense Ratio 0.75%
Min SIP ₹500
Min Lumpsum ₹1000
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