HDFC Income Plus Arbitrage Active FOF - IDCW Option - Direct Plan
HDFC Mutual Fund Other FoF Domestic
Expense Ratio
0.07%
AUM
₹1.13 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+2.17%
Below Average
6 Months
+4.62%
Below Average
1 Year
+3.73%
Poor
3 Years
+12.65%
Average
5 Years
+13.44%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.13 Cr
Recent Trend
Growing
Stability Score
41.7
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+121.51%
3Y
3Y CAGR
+263.36%
5Y
5Y CAGR
+712.15%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
6.50%
Annualized standard deviation
Sharpe Ratio
1.463
Good - Risk-adjusted return
Max Drawdown
-8.80%
Low - Worst decline
Consistency
72.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.41%
Average daily price movement
Annualized Volatility
6.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance