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 - Direct Plan 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: 8.8%. 5-year CAGR: 10.90%.

HDFC

HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan

Latest NAV

₹39.9647

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%	-0.15%	+0.19	58 / 125	Q2
1W	+0.01%	-4.47%	+4.47	35 / 130	Q2
2W	0.00%	-5.11%	+5.11	42 / 130	Q2
1M	+0.74%	-5.39%	+6.13	44 / 130	Q2
3M	+1.80%	-4.67%	+6.47	43 / 130	Q2
6M	+3.24%	-5.19%	+8.43	26 / 122	Q1
YTD	+3.18%	-2.99%	+6.17	42 / 120	Q2
1Y	+5.63%	+12.27%	-6.64	55 / 111	Q2
2Y	+3.42%	+6.29%	-2.88	52 / 84	Q3
3Y	+9.85%	+6.43%	+3.42	39 / 73	Q3
4Y	+12.77%	+5.33%	+7.45	30 / 68	Q2
5Y	+10.90%	-0.23%	+11.14	20 / 55	Q2
7Y	+12.73%	-3.52%	+16.25	13 / 38	Q2
10Y	+11.75%	-6.57%	+18.32	12 / 34	Q2
Inception	+11.53%	+8.45%	+3.08	43 / 130	Q2

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	+3.18%	+1.22%	+1.96	42 / 114
2025	+1.57%	+30.86%	-29.28	65 / 83
2024	+13.63%	+13.06%	+0.57	35 / 69
2023	+23.38%	+14.87%	+8.51	16 / 68
2022	+8.19%	-5.59%	+13.78	11 / 59
2021	+22.01%	+10.93%	+11.07	13 / 51
2020	+15.04%	+10.64%	+4.41	17 / 39
2019	+6.52%	+9.45%	-2.93	22 / 34
2018	-1.24%	+1.74%	-2.98	25 / 35
2017	+24.16%	+9.33%	+14.84	3 / 32
2016	+9.31%	+7.23%	+2.08	16 / 31

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

+12.08%

135 windows

min -13.6% · max 43.8%

87% positive

3-Year rolling

+12.59%

111 windows

min -1.0% · max 24.1%

99% positive

5-Year rolling

+12.33%

87 windows

min 3.9% · max 21.0%

100% positive

7-Year rolling

+12.33%

62 windows

min 10.0% · max 13.9%

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

5.39%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

1.15

Downside-only deviation

Max drawdown

-7.29%

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 Diversified Equity All Cap Active FOF - IDCW - Direct Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal Option	SBI	₹10.3233	17 Jul 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.9520	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹40.6301	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.8685	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct - IDCW	Aditya Birla Sun Life	₹42.7073	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹28.6857	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹49.0060	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.7230	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹39.9647
16 Jul 2026	₹39.9485
15 Jul 2026	₹39.9384
14 Jul 2026	₹39.9309
13 Jul 2026	₹39.9696
10 Jul 2026	₹39.9623
9 Jul 2026	₹39.9326
8 Jul 2026	₹39.9265
7 Jul 2026	₹39.9839
6 Jul 2026	₹39.9886

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 - Direct Plan is ₹39.9647. It's a Fund of Funds - Domestic from HDFC, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan 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 - Direct Plan 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 - Direct Plan has delivered a absolute return of 5.63% — -6.64 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #55 of 111 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan has delivered a CAGR of 9.85% — +3.42 pp ahead of the Fund of Funds - Domestic category average of 6.43%. The fund ranks #39 of 73 in its category — the third (Q3) quartile.

Over the trailing 5-year window, HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan has delivered a CAGR of 10.90% — +11.14 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #20 of 55 in its category — the second (Q2) quartile.

₹1 lakh invested in HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan exactly 10 years ago would be worth approximately ₹303,599 today — a multiplier of 3.04×, based on the 10-year CAGR of 11.75%. The category average over the same window would have grown ₹1 lakh to ₹50,679.

A ₹10,000 monthly SIP in HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹770,123 today. That's an XIRR (money-weighted annualised return) of 9.92%.

A ₹10,000 monthly SIP for 10 years in HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,216,586 (multiplier 1.85×). XIRR: 11.80%. 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 - Direct Plan ranks #20 out of 55 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 -0.23%; this fund delivered 10.90%.

The worst peak-to-trough decline HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan has experienced over the last 5-year window is 8.76% — 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 - Direct Plan averaged 12.33% (best 21.01%, worst 3.92%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan returned 1.57% — lagging the Fund of Funds - Domestic category average of 30.86% by 29.28 pp. It ranked #65 of 83 in its category that year.

HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan 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 - Direct Plan 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: 8.8%. 5-year CAGR: 10.90%.

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