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

HDFC · Arbitrage
Low
₹10.23
Current NAV
25 Jun 2026
7.1%
1Y Return
7.1%
3Y CAGR
5.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.21).
  • Very large asset base (AUM: ₹16,760 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.71
Sharpe Ratio
1.21
Beta
2.21
Alpha
0.93
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Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹16760 Cr
Expense Ratio 1.21%
Min SIP ₹500
Min Lumpsum ₹1000
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