Should I invest in HDFC Income Plus Arbitrage Active FOF?

We don't give personal investment advice. HDFC Income Plus Arbitrage Active FOF - IDCW 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 - IDCW Option

Latest NAV

₹35.4833

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	-2.25%	+2.24	65 / 84	Q4
1W	+0.14%	-13.47%	+13.60	15 / 94	Q1
2W	+0.20%	-13.14%	+13.34	28 / 94	Q2
1M	+0.15%	-13.06%	+13.21	30 / 94	Q2
3M	+0.57%	-13.04%	+13.61	33 / 94	Q2
6M	+1.72%	-9.47%	+11.19	39 / 94	Q2
YTD	+1.38%	-8.78%	+10.16	39 / 94	Q2
1Y	+4.07%	-2.38%	+6.45	45 / 92	Q2
2Y	+4.09%	-3.18%	+7.27	47 / 89	Q3
3Y	+10.32%	-2.94%	+13.26	33 / 89	Q2
4Y	+11.95%	-6.04%	+18.00	19 / 65	Q2
5Y	+10.67%	-8.77%	+19.44	18 / 61	Q2
7Y	+11.32%	-10.32%	+21.63	17 / 55	Q2
10Y	+11.34%	-15.45%	+26.79	12 / 44	Q2
Inception	+10.54%	-6.14%	+16.68	23 / 94	Q1

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%	-0.63%	+2.01	11 / 40
2025	+1.13%	+15.89%	-14.76	32 / 39
2024	+12.77%	+12.44%	+0.33	22 / 39
2023	+22.44%	+16.47%	+5.97	13 / 39
2022	+7.33%	-18.99%	+26.32	8 / 47
2021	+21.17%	+18.34%	+2.83	21 / 42
2020	+14.15%	+7.19%	+6.96	12 / 40
2019	+5.72%	+6.26%	-0.53	23 / 38
2018	-2.15%	+1.39%	-3.54	27 / 38
2017	+22.99%	+11.93%	+11.05	6 / 38
2016	+8.29%	+4.96%	+3.33	20 / 44

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 Multi-Asset Active FOF - IDCW Option	HDFC	₹18.9130	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.1044	3 Jun 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹164.1283	3 Jun 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹81.6490	2 Jun 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW	Franklin India	₹21.9699	2 Jun 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹39.8960	2 Jun 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹58.9660	3 Jun 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹245.8990	2 Jun 2026
HSBC Aggressive Hybrid Active FOF - Dividend	HSBC	₹28.6691	2 Jun 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.5178	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹35.4833
2 Jun 2026	₹35.4770
1 Jun 2026	₹35.4809
29 May 2026	₹35.4309
27 May 2026	₹35.4348
26 May 2026	₹35.4283
25 May 2026	₹35.4259
22 May 2026	₹35.3786
21 May 2026	₹35.3732
20 May 2026	₹35.3920

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 - IDCW Option is ₹35.4833. It's a Fund of Funds - Domestic from HDFC, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HDFC Income Plus Arbitrage Active FOF - IDCW 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 - IDCW 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 - IDCW Option has delivered a absolute return of 4.07% — +6.45 pp ahead of the Fund of Funds - Domestic category average of -2.38%. The fund ranks #45 of 92 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HDFC Income Plus Arbitrage Active FOF - IDCW Option has delivered a CAGR of 10.32% — +13.26 pp ahead of the Fund of Funds - Domestic category average of -2.94%. The fund ranks #33 of 89 in its category — the second (Q2) quartile.

Over the trailing 5-year window, HDFC Income Plus Arbitrage Active FOF - IDCW Option has delivered a CAGR of 10.67% — +19.44 pp ahead of the Fund of Funds - Domestic category average of -8.77%. The fund ranks #18 of 61 in its category — the second (Q2) quartile.

₹1 lakh invested in HDFC Income Plus Arbitrage Active FOF - IDCW Option exactly 10 years ago would be worth approximately ₹292,639 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 ₹18,662.

A ₹10,000 monthly SIP in HDFC Income Plus Arbitrage Active FOF - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹755,240 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 - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹2,120,989 (multiplier 1.77×). XIRR: 10.96%. 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 - IDCW Option ranks #18 out of 61 funds in the Fund of Funds - Domestic category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is -8.77%; this fund delivered 10.67%.

The worst peak-to-trough decline HDFC Income Plus Arbitrage Active FOF - IDCW 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 - IDCW Option averaged 11.45% (best 18.74%, worst 1.71%). 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 - IDCW Option returned 1.13% — lagging the Fund of Funds - Domestic category average of 15.89% by 14.76 pp. It ranked #32 of 39 in its category that year.

HDFC Income Plus Arbitrage Active FOF - IDCW 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 - IDCW 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.