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

HDFC · Arbitrage
Low
₹10.23
Current NAV
25 Jun 2026
6.6%
1Y Return
5.1%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Very large asset base (AUM: ₹22,310 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
1.26
Sharpe Ratio
0.56
Beta
-1.24
Alpha
1.59
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Fund Details
Fund House HDFC
Category Arbitrage
AUM ₹22310 Cr
Expense Ratio 1.36%
Min SIP ₹500
Min Lumpsum ₹1000
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