InvestVerdict

HDFC Income Plus Arbitrage Active FOF

Regular Plan · IDCW Option · Mutual fund · Scheme code 130540

NAV₹36.1926as on 28 Aug 2026

Fund houseHDFC Mutual Fund

CategoryMutual fund

Plan & optionRegular · IDCW Option

History12.2 years

Returns (%)

	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	Launch
This scheme	0.22	2.15	2.64	5.51	8.62	10.16	12.42	10.63	10.51

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

	Volatility	Sharpe	Sortino	Beta	Alpha	Max fall	R²
This scheme	9.3%	0.23	0.31	—	—	-23.3%	—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.

Growth of ₹100 since launch

Drawdown from peak (%)

Every one-year period it has lived through

Windows	Worst	Median	Best	Periods that lost money
550	-19.5%	7.9%	50.4%	14%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

HDFC Income Plus Arbitrage Active FOF

Regular Plan · IDCW Option

Allocation

By asset

Mutual Fund Units	99.17%
Cash & Equivalents	0.83%

By market cap

Unclassified	99.17%

Concentration

Number of stocks	3
Top 5 stocks	99.17%
Top 10 stocks	99.17%
Top 20 stocks	99.17%

Largest holding	44.82%
Largest sector	Unclassified 99.17%
Effective stocks	2.7
Cash	0.83%

InvestVerdict

HDFC Income Plus Arbitrage Active FOF

Regular Plan · IDCW Option · holdings

Top 18 holdings

#	Company	Sector	% of fund
1	—	Unclassified	44.82%
2	—	Unclassified	36.50%
3	—	Unclassified	17.85%
4	—	Unclassified	2.03%

Sector split

Unclassified	99.17%
Cash & Equivalents	0.83%

A ₹10,000 monthly SIP over five years

Invested	Value	Gain	XIRR
₹600,000	₹754,325	₹154,325	9.10%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 1 Sep 2026.