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HDFC INCOME PLUS ARBITRAGE OMNI FOF - GROWTH OPTION - DIRECT PLAN

HDFC · Arbitrage
Low
₹10.43
Current NAV
30 Oct 2026
7.0%
1Y Return
6.5%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.2%.
  • Very large asset base (AUM: ₹10,450 Cr) indicating high investor trust and liquidity.
  • 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
0.90
Sharpe Ratio
1.40
Beta
0.40
Alpha
1.08
Sortino
Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹10450 Cr
Expense Ratio 0.20%
Min SIP ₹500
Min Lumpsum ₹1000
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