HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt
Get the latest NAV of HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹39.26
NAV as on 17 Apr 2026
11.06%/per year
Since Inception
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55 people have invested ₹ 5.5K in HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt in the last three months
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt Performance vs. Fund of Funds Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Apr-26)
The fund has consistently outperformed the benchmark (Fund of Funds Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt Asset Allocation
See fund asset allocation details as on (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Corporate, Financial Services & Government
Corporate
41%
Financial Services
33%
Government
20%
Corporate
38%
Financial Services
35%
Government
20%
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt Holdings Details
as on (31-Mar-26)
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.07% |
Benchmark | Nifty Composite Debt Index PR INR |
| AUM | ₹2390 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 74.14% |
| Risk |   Moderate Risk |
About HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Anil Bamboli. This fund gives you the benefit of diversification.
Key Parameters
- HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt has ₹2390 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 0.1.
Returns
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt has given a CAGR return of 11.06% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.51%, 12.65% and 12.69% respectively.
Holdings
HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Government, Basic Materials, Consumer Cyclical, Energy, Industrial, Consumer Defensive, Health, Utilities, Communication, Tech, Real Estate, Securitize.
Taxation
As it is a fund of funds mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt
To generate income / long-term capital appreciation by investing in units of Arbitrage and Debt schemes.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt has no lock in period.
Fund Manager
Anil Bamboli
Fund Manager of HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt, since 27 June 2014
- AUM of the fund stands at 2.3K Cr as of Mar'26
- AUM has remained same between Mar'26 and Feb'26
Frequently Asked Questions for HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt
How do I invest in HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt?
- Download the INDmoney app.
- Search for ‘HDFC Income Plus Arbitrage Active FOF Direct Quarterly Reinvestment Inc Dist cum Cap Wdrl Opt’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.