HDFC Income Plus Arbitrage Active FOF Quarterly Payout Inc Dist cum Cap Wdrl Opt
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation6.6%
Sharpe Ratio-0.64
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Corporate Bond Dir GrUtilities61.25%
HDFC Arbitrage Whls Dir GrUtilities38.35%
Net Current AssetsUtilities0.41%
Treps - Tri-Party RepoUtilities0.00%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.42%
Regulatory & Tax Information
INF179KA1SG6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)