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: 10.18%.

HDFC

HDFC Income Plus Arbitrage Active FOF - IDCW Option

Latest NAV

₹36.0468

As of

17 Jul 2026

2,963 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	+0.04%	-2.25%	+2.29	45 / 88	Q3
1W	0.00%	-13.29%	+13.29	35 / 94	Q2
2W	-0.02%	-13.45%	+13.44	39 / 94	Q2
1M	+0.71%	-13.34%	+14.06	29 / 94	Q2
3M	+1.72%	-12.05%	+13.76	41 / 94	Q2
6M	+3.09%	-10.21%	+13.29	35 / 94	Q2
YTD	+3.01%	-8.53%	+11.54	38 / 94	Q2
1Y	+5.29%	-3.54%	+8.83	42 / 92	Q2
2Y	+2.93%	-4.11%	+7.03	49 / 89	Q3
3Y	+9.23%	-3.43%	+12.66	34 / 89	Q2
4Y	+12.08%	-5.90%	+17.97	23 / 65	Q2
5Y	+10.18%	-8.88%	+19.06	19 / 61	Q2
7Y	+11.97%	-10.25%	+22.22	17 / 55	Q2
10Y	+10.91%	-15.63%	+26.54	12 / 44	Q2
Inception	+10.57%	-5.94%	+16.51	23 / 98	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	+3.01%	-0.05%	+3.06	13 / 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

+11.21%

135 windows

min -14.3% · max 42.8%

86% positive

3-Year rolling

+11.69%

111 windows

min -1.9% · max 23.2%

98% positive

5-Year rolling

+11.44%

87 windows

min 3.0% · max 20.1%

100% positive

7-Year rolling

+11.44%

62 windows

min 9.0% · 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

0.46

vs risk-free 6.5%

Sortino ratio

0.90

Downside-only deviation

Max drawdown

-7.60%

Sep 2024 → Mar 2025

% positive months

80.6%

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	₹19.4550	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.8824	17 Jul 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹170.3532	17 Jul 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹86.3870	17 Jul 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW	Franklin India	₹20.5634	17 Jul 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹41.1991	17 Jul 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹247.0000	17 Jul 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹53.5272	17 Jul 2026
HSBC Aggressive Hybrid Active FOF - Dividend	HSBC	₹29.7952	17 Jul 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.7439	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹36.0468
16 Jul 2026	₹36.0325
15 Jul 2026	₹36.0237
14 Jul 2026	₹36.0172
13 Jul 2026	₹36.0525
10 Jul 2026	₹36.0470
9 Jul 2026	₹36.0205
8 Jul 2026	₹36.0153
7 Jul 2026	₹36.0675
6 Jul 2026	₹36.0720

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 17 Jul 2026, the NAV of HDFC Income Plus Arbitrage Active FOF - IDCW Option is ₹36.0468. 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 12 years. 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 5.29% — +8.83 pp ahead of the Fund of Funds - Domestic category average of -3.54%. The fund ranks #42 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 9.23% — +12.66 pp ahead of the Fund of Funds - Domestic category average of -3.43%. The fund ranks #34 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 10.18% — +19.06 pp ahead of the Fund of Funds - Domestic category average of -8.88%. The fund ranks #19 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 ₹281,727 today — a multiplier of 2.82×, based on the 10-year CAGR of 10.91%. The category average over the same window would have grown ₹1 lakh to ₹18,279.

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 ₹757,753 today. That's an XIRR (money-weighted annualised return) of 9.27%.

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 ₹2,128,349 (multiplier 1.77×). XIRR: 11.03%. 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 #19 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 -8.88%; this fund delivered 10.18%.

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 11.44% (best 20.10%, worst 3.01%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — 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: 10.18%.

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