HDFC Income Plus Arbitrage Active FoF Regular-Growth

Fund Details

NAV 39.8303

Sub-Type Income plus Arbitrage

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 13.88

Fund Size(in Crores) 2355.91

Fund Performance

1 Month 0.17%

3 Month 1.44%

6 Month 2.43%

1 Year 0.51%

3 Year 11.68%

5 Year 12.98%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (97.58%) Market Cap Large Cap 42.46 Mid Cap 25.46 Small Cap 29.66 Top Sectors Financial 28.33 Services 9.09 Automobile 7.93 Healthcare 7.21 Consumer Staples 7.12 Technology 6.78 Capital Goods 5.38 Construction 4.46 Consumer Discretionary 4.25 Materials 3.51 Communication 3.32 Metals & Mining 2.73 Energy 2.53 Textiles 1.78 Chemicals 1.57 Insurance 0.87 Others 0.74 Top Holding Torrent Power 0.59 SBFC Finance 1.16 Kotak Mahindra Bank 2.45 Aditya Birla Real Estate 0.75 Apar Industries 0.01 Cholamandalam Financial 1.26 Kaynes Technology India 0.61 Eternal 2.41 Brigade Enterprises 0.79 Sun Pharmaceutical Industries 1.09 United Spirits 0.99 Premier Energies 0.58 Radico Khaitan 1.32 Vishal Mega Mart 0.96 Vinati Organics 1.22 Metropolis Healthcare 0.57 Suzlon Energy 0.58 HDB Financial Services 1.75 City Union Bank 1.12 Trent 0.74 Asahi India Glass 0.83 Sansera Engineering 1.01 Canara Bank 1.01 Glaxosmithkline Pharma 0.86 Triveni Turbine 0.79 Indus Towers 1.41 Larsen & Toubro 1.51 RBL Bank 1.41 Reliance Industries 1.36 Bank of Maharashtra 0.69 Avenue Supermarts 1.39 Sumitomo Chemical India 0.36 Prestige Estates Projects 1.04 Infosys 1.98 Home First Finance Company India 0.63 HDFC Bank 3.1 Cyient 0.55 Mahindra & Mahindra 2.06 Bharat Heavy Electricals 0.64 SJS Enterprises 1.86 Ahluwalia Contracts (India) 0.33 Granules India 0.85 Hindalco Industries 1.04 One97 Communications 1.78 Mrs. Bectors Food Specialities 0.53 Voltas 1.83 AWL Agri Business 0.83 Timken India 0.6 Emcure Pharmaceuticals 0.92 Godrej Consumer 1.03 Hitachi Energy India 0.35 Arvind 0.73 ICICI Bank 3.49 Lenskart Solutions 0.41 State Bank of India 2.46 CG Power 0.89 Polycab India 0.49 Interglobe Aviation 1.1 V-Guard Industries 1.17 Whirlpool Of India 0.83 Power Fin. Corp. 1.67 Bharti Airtel 1.91 Craftsman Automation 1.19 TVS Motor Company 1.02 NMDC Steel 0.07 Others 0.74 Varun Beverages 1.07 Mold-Tek Packaging 0.29 Vedanta 1.61 CAMS 0.72 Manorama Ind 0.59 K.P.R. Mill 1.05 The Ramco Cements 0.31 Sai Life Sciences 0.86 Hexaware Technologies 1.23 JK Cement 0.85 Bajaj Finserv 1.78 Fortis Healthcare 1.15 ICICI Lombard Gen. Insurance 0.87 TD Power Systems 1.21 The Federal Bank 0.76 Bharat Forge 0.79 Coforge 1.77 Persistent Systems 1.25 Axis Bank 2.08 Ultratech Cement 1.23 Max Financial Services 1.53 Jupiter Life Line Hospitals 0.91

Debt & Others (2.42%) Sector Allocation Reverse Repo 2.47 Net Payables -0.04 Cash 0 Debt Credit Ratings Debt Category Others 2.42

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.08% Ret 1Y 2.05% Ret 3Y 12.52% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.33%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Srinivasan Ramamurthy

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.

Anil Bamboli

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.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderate risk

AMC and Fund details

Rank (total sets) 0

Date of Incorporation 2012-02-06

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.