HDFC Income Plus Arbitrage Active FoF · Regular · Growth
NAV
₹41.5876
as of 13 Nov 2026
Expense Ratio
0.34%
AUM
₹2,583 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.69%
- 3Y
- +7.91%
- 5Y
- +9.28%
- Since Inception
- +10.13%
SIP returns (XIRR)
- 1Y
- +4.83%
- 3Y
- +4.87%
- 5Y
- +8.47%
- Since Inception
- +10.45%
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹10,33,055 today — ₹6,00,000 invested, 10.6% XIRR.
₹6,00,000
Invested
₹10,33,055
Value today
10.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,77,406 today (10.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹17,41,006.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹10,33,055 in this fund vs ₹11,05,898 in the benchmark — underperformance of ₹72,843.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹2,80,129 today (2.80×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-1.73
Sharpe Ratio
-0.02
Alpha
0.03
Beta
-1.74
Sortino
0.93%
Std Dev
-0.31%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
HDFC Income Plus Arbitrage Active FoF · Regular · Growth by HDFC Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.
About This Fund
HDFC Income Plus Arbitrage Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 14 years. It manages assets worth ₹2,583 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 35% NIFTY 50 Arbitrage Index + 60% NIFTY Composite Debt Index A-III + 5% NIFTY 1D Rate Index. The current expense ratio is 0.34%.