HDFC Income Plus Arbitrage Active FOF - Direct Plan

AMC: HDFC Moderate Risk

📊 Quick Summary Of This Page

HDFC Income Plus Arbitrage Active FOF - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.02%
Expense Ratio
Mr. Anil Bamboli
Fund Manager
Growth
Plan Type
01 Jan 2013
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

HDFC Income Plus Arbitrage Active FOF - Direct Plan has delivered 47.07% absolute return over the last 5 years.

The average return for funds is 61.66% .

This fund ranks #68 in its category based on 5-year returns.

The largest portfolio holding is HDFC CORPORATE BOND FUND GROWTH OPTION DIRECT PLAN with a portfolio weight of 45.09% .

Holdings Insights

The fund currently owns more than 5 stocks.

The top 10 holdings account for 100.00% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.41% 2.52%
2 Year Return 28.34% 14.81%
3 Year Return 57.61% 41.29%
4 Year Return 117.08% 54.54%
5 Year Return 133.40% 61.66%
6 Year Return 143.18% 80.31%
7 Year Return 235.96% 90.53%
Expense Ratio 0.02% -
NAV History
Fund Information

AMC: HDFC

Category:

Launch Date: 01 Jan 2013

Fund Manager: Mr. Anil Bamboli

Minimum Purchase: ₹100

Exit Load:

Lock-in: 1

Risk: Moderate Risk

About This Fund

HDFC Income Plus Arbitrage Active FOF - Direct Plan is managed by HDFC .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

HDFC Income Plus Arbitrage Active FOF - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of HDFC Income Plus Arbitrage Active FOF - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

HDFC Income Plus Arbitrage Active FOF - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in HDFC Income Plus Arbitrage Active FOF - Direct Plan, based on the latest portfolio data.

HDFC Income Plus Arbitrage Active FOF - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of HDFC Income Plus Arbitrage Active FOF - Direct Plan is , which represents the annual cost charged for managing the fund.

HDFC Income Plus Arbitrage Active FOF - Direct Plan manages assets worth approximately , representing the total investor capital under management.

HDFC Income Plus Arbitrage Active FOF - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

HDFC Income Plus Arbitrage Active FOF - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, HDFC Income Plus Arbitrage Active FOF - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

HDFC Income Plus Arbitrage Active FOF - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing HDFC Income Plus Arbitrage Active FOF - Direct Plan and making investment decisions.

Yes, HDFC Income Plus Arbitrage Active FOF - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

HDFC Income Plus Arbitrage Active FOF - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of HDFC Income Plus Arbitrage Active FOF - Direct Plan to estimate returns and wealth creation over different time periods.