HDFC Income Plus Arbitrage Active FOF Fund

HDFC Income Plus Arbitrage Active FOF Fund

Hybrid

HDFC Mutual Fund

Fund Of Funds

Get the latest NAV of HDFC Income Plus Arbitrage Active FOF Fund. 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.

₹44.47

NAV as on 20 Mar 2026

11.24%/per year

Since Inception

Absolute Gain%

▲▼

695 people have invested ₹ 3.2Cr in HDFC Income Plus Arbitrage Active FOF Fund in the last three months

HDFC Income Plus Arbitrage Active FOF Fund Performance vs. Fund of Funds Index

Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)

The fund has consistently outperformed the benchmark (Fund of Funds Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.25%
1.13%
2.68%
6.48%
13.3%
12.77%
Fund of Funds Index
-4.26%
-5.73%
-5.35%
1.28%
10.44%
8.95%
Fund Of Funds Avg
--
--
--
--
--
--
Best in Fund Of Funds
0.42%
1.46%
6.42%
15.12%
20.1%
17.57%
Worst in Fund Of Funds
-10.53%
-20.87%
-23.16%
0.58%
7.47%
6.24%
Category Rank
4/15
3/14
3/13
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
HDFC Income Plus Arbitrage Active FOF Fund
4/15
2,346Cr
0.07%
6.48%
13.3%
--
--
1.09
1.88
--
Bandhan Income Plus Arbitrage Active FOF Fund
1/15
1,614Cr
0.04%
6.72%
7.47%
--
--
1.16
2.31
--
Axis Income Plus Arbitrage Active FOF Fund
2/15
2,092Cr
0.05%
7.24%
7.98%
--
--
0.85
1.51
--
Mirae Asset Diversified Equity Allocator Passive FOF Fund
5/15
987Cr
0.23%
2.23%
14.58%
-0.03
0.99
0.86
1.38
-0.21
See all

HDFC Income Plus Arbitrage Active FOF Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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HDFC Income Plus Arbitrage Active FOF Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

AAA
100%

HDFC Income Plus Arbitrage Active FOF Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Corporate
53.4%
Government
34.3%
Cash Equivalent
12.3%

Top 3 Sectors in February were Corporate, Financial Services & Government

Feb'26

Corporate

38%

Financial Services

35%

Government

20%

Jan'26

Corporate

36%

Financial Services

35%

Government

19%

HDFC Income Plus Arbitrage Active FOF Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Corporate Bond Dir Gr
44.88%
5.1%
HDFC Arbitrage Whls Dir Gr
36.27%
0%
HDFC Money Market Dir Gr
18.38%
0%

HDFC Income Plus Arbitrage Active FOF Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.07%
Benchmark
Nifty Composite Debt Index PR INR
AUM₹2346 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load0%
Lock InNo Lock-in
TurnOver
74.14%
Risk
Risk meter
pointer
Moderate Risk

About HDFC Income Plus Arbitrage Active FOF Fund

HDFC Income Plus Arbitrage Active FOF Fund 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

  1. HDFC Income Plus Arbitrage Active FOF Fund has ₹2346 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.1.

Returns

HDFC Income Plus Arbitrage Active FOF Fund has given a CAGR return of 11.24% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.48%, 13.30% and 12.77% respectively.

Holdings

HDFC Income Plus Arbitrage Active FOF Fund 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.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of HDFC Income Plus Arbitrage Active FOF Fund

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 Fund has no lock in period.

Fund Manager

Anil Bamboli

Fund Manager of HDFC Income Plus Arbitrage Active FOF Fund, since 27 June 2014

Learn more about HDFC Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 2.3K Cr
₹ 2.6K Cr
₹ 2.5K Cr
  • AUM of the fund stands at 2.3K Cr as of Feb'26
  • AUM decreased by 223.7 Cr between Feb'26 and Jan'26

Frequently Asked Questions for HDFC Income Plus Arbitrage Active FOF Fund

How do I invest in HDFC Income Plus Arbitrage Active FOF Fund?

INDmoney makes it simple to invest in the HDFC Income Plus Arbitrage Active FOF Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘HDFC Income Plus Arbitrage Active FOF Fund’.
  • 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.

What is the current NAV of HDFC Income Plus Arbitrage Active FOF Fund?

The NAV of the fund today is ₹44.47. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

HDFC Income Plus Arbitrage Active FOF Fund fund has generated a return of 6.48% in 1 year, 13.30% in 3 years, 12.77% in 5 years.

Who is the fund manager of HDFC Income Plus Arbitrage Active FOF Fund?

The fund managers are Anil Bamboli.

What is the expense ratio of the fund?

The expense ratio is 0.07%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2346 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of HDFC Income Plus Arbitrage Active FOF Fund?

The top 3 holdings of the fund are HDFC Corporate Bond Dir Gr(44.88%), HDFC Arbitrage Whls Dir Gr(36.27%), HDFC Money Market Dir Gr(18.38%)