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

HDFC · Arbitrage
Low
₹40.22
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 0.75%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.45).
  • 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
1.45
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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