HDFC Income Plus Arbitrage Active FoF Growth

Hybrid
Dynamic Asset Allocation
Moderate Risk
12.37%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹39.21
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,384.27Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (2)

NameSectorInstrumentAssets
HDFC Corporate Bond Fund Direct Plan-Growth
NAMutual Fund61.05%
HDFC Arbitrage Fund Wholesale Direct-Growth
NAMutual Fund38.89%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.2%12.4%14.8%10.6%
Category average8.8%NANANA
Rank with in categoryNANANANA
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Peer Comparison

Hybrid, Dynamic Asset Allocation fundsRating1Y3YFund Size(Cr)
5
0.1%18.2%1,01,772.60
5
2.5%13.1%36,558.31
4
5.7%12.9%64,964.03
4
3.5%12.5%8,157.01
4
1.9%11.9%9,355.29

Expense ratio, exit load and tax

Expense ratio: 0.42%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Anil Bamboli
Jun 2014 - Present
View details

Education
Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
Experience
Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
Also manages these schemes

Srinivasan Ramamurthy
Jan 2022 - Present
View details

Education
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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