HDFC Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹45.94
04 Nov 2026
NAV
12.4%
3Y CAGR
12.3%
5Y CAGR
12.2%
10Y CAGR
12.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.25
Sharpe
-23.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.07%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.56 L | 11.9% | -37.8% | 50.9% |
| 3 Years | ₹36.00 L | ₹43.61 L | 12.5% | -11.6% | 23.1% |
| 5 Years | ₹60.00 L | ₹82.55 L | 12.6% | -2.4% | 20.1% |
| 7 Years | ₹84.00 L | ₹1.34 Cr | 13.6% | 10.0% | 17.3% |
| 10 Years | ₹1.20 Cr | ₹2.33 Cr | 13.0% | 11.3% | 15.1% |
| 12 Years | ₹1.44 Cr | ₹2.99 Cr | 11.6% | 11.3% | 11.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 11.9% | 14.3% | 21.7% | -2.4% |
| 3 Years | 12.5% | 11.0% | 19.3% | +1.4% |
| 5 Years | 12.6% | 10.4% | 13.0% | +2.2% |
| 7 Years | 13.6% | 10.6% | 12.7% | +3.0% |
| 10 Years | 13.0% | 11.4% | 12.3% | +1.6% |
| 12 Years | 11.6% | 11.3% | 12.3% | +0.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.8% | 8.6% | -19.3% | 55.6% | 0.46 | 1.18 | 89% | — | — |
| 3 Years | 12.4% | 12.9% | -1.9% | 24.9% | 1.34 | 5.03 | 99% | — | — |
| 5 Years | 12.3% | 12.3% | 2.4% | 21.5% | 1.70 | 14.23 | 100% | — | — |
| 10 Years | 12.2% | 12.2% | 10.9% | 14.0% | 8.25 | — | 100% | — | — |
-23.1%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-2.5%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.54
3Y
0.53
5Y
0.53
7Y
0.53
10Y
0.49
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.24 | 0.03 | 5.3% | -1.0% | 4.8% | -9.0% |
| 3 Years | +2.38 | 0.22 | 25.3% | 15.6% | 9.0% | 7.0% |
| 5 Years | +3.84 | 0.31 | 34.5% | 24.4% | 10.0% | 5.5% |
| 7 Years | +4.58 | 0.40 | 39.4% | 30.2% | 12.5% | 10.1% |
| 10 Years | +2.94 | 0.43 | 44.8% | 37.5% | 11.2% | 10.7% |
| 12 Years | +3.11 | 0.49 | 50.8% | 43.6% | 10.8% | 9.0% |
| 15 Years | +2.06 | 0.49 | 51.8% | 44.6% | 9.1% | 7.7% |