HDFC Income Plus Arbitrage Active FOF - IDCW Option

Fund House: HDFC Mutual Fund
Category: Fund of Funds-Domestic-Equity
Launch Date: 06-02-2012
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 1.0% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 46.78 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.

33.3974

10.55%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

Current Asset Allocation (%)

Indicators

Standard Deviation 6.55
Sharpe Ratio 1.37
Alpha 5.2
Beta 0.48
Yield to Maturity -
Average Maturity 2.95

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Income Plus Arbitrage Active FOF - IDCW Option 06-02-2012 5.96 16.47 13.21 19.53 10.83
Mirae Asset Hang Seng TECH ETF Fund of Fund Regular Plan - Growth Option 03-12-2021 88.7 25.75 16.22 - -
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 22.16 33.24 17.96 - -
ICICI Prudential Global Advantage Fund (FOF) - Growth Option 05-10-2019 20.77 14.15 8.2 10.34 -
ICICI Prudential Thematic Advantage Fund (FOF) - Growth 18-12-2003 15.45 25.85 17.84 32.2 15.13
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth 14-10-2022 12.46 22.08 - - -
ICICI Prudential India Equity FOF - Growth 05-02-2020 11.47 29.58 20.01 31.2 -
Quantum Equity Fund of Funds - Regular Plan Growth Option 05-04-2017 10.93 23.42 14.46 23.54 -
ICICI Prudential Passive Strategy Fund (FOF) - Growth 18-12-2003 9.3 23.98 17.06 24.05 12.39
Quantum Nifty 50 ETF Fund of Fund - Regular Plan - Growth 05-08-2022 7.69 18.89 - - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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