Should I invest in HDFC Income Plus Arbitrage Active FOF?

We don't give personal investment advice. HDFC Income Plus Arbitrage Active FOF - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 8.9%. 5-year CAGR: 10.67%.

HDFC

HDFC Income Plus Arbitrage Active FOF - Growth Option

Latest NAV

₹40.4930

As of

3 Jun 2026

2,932 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.01%	+0.48%	-0.49	21 / 23	Q4
1W	+0.14%	-0.78%	+0.91	4 / 23	Q1
2W	+0.20%	-0.18%	+0.38	7 / 23	Q2
1M	+0.15%	+1.67%	-1.52	11 / 23	Q2
3M	+0.57%	-2.89%	+3.45	6 / 22	Q2
6M	+1.72%	+9.44%	-7.72	12 / 22	Q3
YTD	+1.38%	+4.72%	-3.34	11 / 22	Q2
1Y	+4.07%	+32.47%	-28.40	16 / 22	Q3
2Y	+4.09%	+21.19%	-17.10	15 / 21	Q3
3Y	+10.32%	+22.72%	-12.41	20 / 21	Q4
4Y	+11.95%	+19.35%	-7.39	17 / 20	Q4
5Y	+10.67%	+16.09%	-5.42	13 / 16	Q4
7Y	+11.32%	+16.65%	-5.33	10 / 12	Q4
10Y	+11.34%	+13.27%	-1.94	8 / 10	Q4
Inception	+10.54%	+14.21%	-3.67	18 / 23	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.38%	+4.72%	-3.34	11 / 22
2025	+1.13%	+37.66%	-36.52	20 / 21
2024	+12.77%	+16.56%	-3.79	17 / 21
2023	+22.44%	+20.40%	+2.05	8 / 21
2022	+7.33%	+6.02%	+1.31	8 / 18
2021	+21.17%	+13.00%	+8.18	7 / 14
2020	+14.15%	+15.44%	-1.30	10 / 13
2019	+5.72%	+12.58%	-6.86	10 / 11
2018	-2.14%	+2.60%	-4.74	8 / 10
2017	+22.99%	+10.47%	+12.52	3 / 10
2016	+8.29%	+9.71%	-1.42	8 / 10

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.11%

134 windows

min -18.8% · max 49.7%

86% positive

3-Year rolling

+11.57%

109 windows

min -2.8% · max 22.7%

98% positive

5-Year rolling

+11.45%

85 windows

min 1.7% · max 18.7%

100% positive

7-Year rolling

+11.41%

61 windows

min 8.9% · max 13.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

5.38%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.18

Downside-only deviation

Max drawdown

-7.60%

Sep 2024 → Mar 2025

% positive months

83.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Gold ETF Fund of Fund - Growth Option	HDFC	₹45.8823	3 Jun 2026
Nippon India Gold Savings Fund-Growth plan- Growth Option	Nippon India	₹58.7284	3 Jun 2026
ICICI Prudential BHARAT 22 FOF - Cumulative Option	ICICI Prudential	₹34.5806	3 Jun 2026
Aditya Birla Sun Life Gold Fund-Growth	Aditya Birla Sun Life	₹44.7154	3 Jun 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan	Franklin India	₹21.9699	2 Jun 2026
Kotak Gold Fund Growth	Kotak	₹58.9671	3 Jun 2026
HSBC Aggressive Hybrid Active FOF - Growth	HSBC	₹40.6376	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹40.4930
2 Jun 2026	₹40.4858
1 Jun 2026	₹40.4903
29 May 2026	₹40.4332
27 May 2026	₹40.4376
26 May 2026	₹40.4303
25 May 2026	₹40.4275
22 May 2026	₹40.3735
21 May 2026	₹40.3674
20 May 2026	₹40.3888

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HDFC Income Plus Arbitrage Active FOF - Growth Option is ₹40.4930. It's a Fund of Funds - Domestic from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Income Plus Arbitrage Active FOF - Growth Option has NAV history starting from 30 Jun 2014, a track record of about 11 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HDFC Income Plus Arbitrage Active FOF - Growth Option is managed by HDFC. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC Income Plus Arbitrage Active FOF - Growth Option has delivered a absolute return of 4.07% — -28.4 pp behind the Fund of Funds - Domestic category average of 32.47%. The fund ranks #16 of 22 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HDFC Income Plus Arbitrage Active FOF - Growth Option has delivered a CAGR of 10.32% — -12.41 pp behind the Fund of Funds - Domestic category average of 22.72%. The fund ranks #20 of 21 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HDFC Income Plus Arbitrage Active FOF - Growth Option has delivered a CAGR of 10.67% — -5.42 pp behind the Fund of Funds - Domestic category average of 16.09%. The fund ranks #13 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HDFC Income Plus Arbitrage Active FOF - Growth Option exactly 10 years ago would be worth approximately ₹292,679 today — a multiplier of 2.93×, based on the 10-year CAGR of 11.34%. The category average over the same window would have grown ₹1 lakh to ₹347,741.

A ₹10,000 monthly SIP in HDFC Income Plus Arbitrage Active FOF - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹755,232 today. That's an XIRR (money-weighted annualised return) of 9.13%.

A ₹10,000 monthly SIP for 10 years in HDFC Income Plus Arbitrage Active FOF - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,121,038 (multiplier 1.77×). XIRR: 10.97%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HDFC Income Plus Arbitrage Active FOF - Growth Option ranks #13 out of 16 funds in the Fund of Funds - Domestic category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 16.09%; this fund delivered 10.67%.

The worst peak-to-trough decline HDFC Income Plus Arbitrage Active FOF - Growth Option has experienced over the last 5-year window is 8.90% — its NAV fell from a high on 11 Apr 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HDFC Income Plus Arbitrage Active FOF - Growth Option averaged 11.45% (best 18.73%, worst 1.72%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC Income Plus Arbitrage Active FOF - Growth Option returned 1.13% — lagging the Fund of Funds - Domestic category average of 37.66% by 36.52 pp. It ranked #20 of 21 in its category that year.

HDFC Income Plus Arbitrage Active FOF - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HDFC Income Plus Arbitrage Active FOF - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 8.9%. 5-year CAGR: 10.67%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.