HDFC Income Plus Arbitrage Omni FOF – Regular (G)
HDFC Income Plus Arbitrage Omni FOF is a hybrid fund of fund designed for conservative to moderate investors seeking a blend of arbitrage-based equity tax efficiency and debt-like stability. It aims for capital appreciation by investing in domestic arbitrage and debt-oriented schemes.
| Attribute | Details |
|---|---|
| Category | Hybrid FOF (Domestic) |
| NFO Dates | February 27, 2026 – March 11, 2026 |
| Benchmark | 40% NIFTY 50 Arbitrage Index (TRI) + 60% NIFTY Short Duration Debt Index |
| Min. Investment | Rs. 100/- |
Investment Strategy
The fund employs a dual-strategy approach: the arbitrage component seeks to profit from pricing inefficiencies between the cash and derivatives market, while the active/passive debt component provides a stable income foundation through short-duration debt instruments.
Who Should Invest
- Investors looking for relatively stable income.
- Those seeking a blend of arbitrage and debt exposure.
- Investors with a moderate risk appetite.
Who Should Avoid
- Investors seeking high equity-linked capital growth.
- Those looking for high-risk small/mid-cap exposure.
- Investors with very short investment horizons (< 6 months).
Portfolio & Benchmark Composition
The benchmark reflects a conservative hybrid allocation, prioritizing lower volatility and steady accrual income.
Source: Benchmark data as of December 31, 2025.
Benchmark Top 10 Constituent Weights (Dec 31, 2025)
| Constituent Segment | Weight (%) |
|---|---|
| NIFTY Short Duration Debt (SOV/AAA) | 60.00 |
| Cash-Futures Arbitrage Positions | 40.00 |
| Top Arbitrage Stocks (Composite) | Allocated within 40% |
Performance & Return Analysis
Comparative historical returns of the composite benchmark vs. Nifty 50 TRI as of December 31, 2025.
| Index | 1-Year | 3-Year | 5-Year | 10-Year |
|---|---|---|---|---|
| Composite Benchmark (40:60) | 9.2% | 7.8% | 7.2% | 7.5% |
| Nifty 50 TRI | 21.3% | 16.1% | 15.4% | 14.2% |
Note: Benchmark returns are CAGR. Past performance is not a guarantee of future results.
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Frequently Asked Questions
What is the investment objective of HDFC Income Plus Arbitrage Omni FOF – Regular (G)?
The objective of HDFC Income Plus Arbitrage Omni FOF – Regular (G) is to generate income and long-term capital appreciation by investing in domestic arbitrage and active/passive debt schemes.
What is the NFO period for HDFC Income Plus Arbitrage Omni FOF – Regular (G)?
The NFO for HDFC Income Plus Arbitrage Omni FOF – Regular (G) starts on February 27, 2026, and concludes on March 11, 2026.
Which benchmark is used for HDFC Income Plus Arbitrage Omni FOF – Regular (G)?
HDFC Income Plus Arbitrage Omni FOF – Regular (G) is benchmarked against a composite of 40% NIFTY 50 Arbitrage Index (TRI) + 60% NIFTY Short Duration Debt Index.
What is the minimum investment for HDFC Income Plus Arbitrage Omni FOF – Regular (G)?
The minimum initial investment is Rs. 100, and further investments in HDFC Income Plus Arbitrage Omni FOF – Regular (G) can be made in multiples of Re. 1.
How can I redeem units of HDFC Income Plus Arbitrage Omni FOF – Regular (G)?
There is no minimum redemption criterion for unit-based redemptions for HDFC Income Plus Arbitrage Omni FOF – Regular (G).