Which funds are similar to HDFC Income Plus Arbitrage Omni FoF Direct-Growth?
Funds similar to HDFC Income Plus Arbitrage Omni FoF Direct-Growth in the Hybrid: Income plus Arbitrage category include Kotak Income Plus Arbitrage Omni FoF Direct-Growth, ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth, and HDFC Income Plus Arbitrage Active FoF Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HDFC Income Plus Arbitrage Omni FoF Direct-Growth in its category?
The category rank of HDFC Income Plus Arbitrage Omni FoF Direct-Growth is shown in the Trailing Returns section above.
How does HDFC Income Plus Arbitrage Omni FoF Direct-Growth's expense ratio compare to similar funds?
HDFC Income Plus Arbitrage Omni FoF Direct-Growth has an expense ratio of 0.06%. The peers Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an expense ratio of 0.07% and ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has 0.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HDFC Income Plus Arbitrage Omni FoF Direct-Growth's AUM compare to similar funds?
HDFC Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹27.66 crore. The peers Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹7,902.09 crore and ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has ₹3,204.96 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Income plus Arbitrage?
The top performing fund in the Hybrid: Income plus Arbitrage category on a 3-year basis is Franklin India Income Plus Arbitrage Active FoF Direct-Growth with a CAGR of 12.73% as of 6 Sep 2026. HDFC Income Plus Arbitrage Omni FoF Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does HDFC Income Plus Arbitrage Omni FoF Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of HDFC Income Plus Arbitrage Omni FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
