HDFC Income Plus Arbitrage Omni FOF – New NFO 2026
The HDFC Income Plus Arbitrage Omni Fund of Fund aims to generate income and capital appreciation by investing in arbitrage funds and debt-oriented mutual fund schemes. This NFO offers dynamic allocation and professional management to help investors build yield potential with lower volatility.
About the NFO
- NFO Period: 27 February 2026 – 11 March 2026
- Type: Open-ended Fund of Fund Scheme
- Investment in Arbitrage Schemes and Debt-oriented Schemes
- Dynamic allocation managed by experienced fund managers
- Aims to provide income and long-term capital appreciation
- Suitable for investors seeking tax-efficient investment opportunities
Key Investment Strategy
- Invests in Active Debt Mutual Fund Schemes
- Allocates funds to Passive Debt Index Funds and Debt ETFs
- Minimum 35% allocation to Arbitrage Fund
- Dynamic allocation based on interest rate outlook
- Portfolio adjustments based on RBI policy, yield curve and liquidity conditions
- Focus on generating stable income with reduced volatility
Why Consider This Scheme?
- Professional fund manager takes switching decisions
- No taxation while switching between underlying schemes
- Tax efficient compared to traditional debt investments
- Diversified exposure across multiple debt strategies
- Lower volatility compared to pure equity funds
- Potential to generate consistent income
Who Should Invest?
- Investors looking for income generation with moderate risk
- Investors seeking tax efficient mutual fund structures
- Those who prefer professional asset allocation decisions
- Investors who want exposure to arbitrage and debt funds together
- Individuals planning medium to long term investments
Scheme Details
- Minimum Investment: ₹100 and any amount thereafter
- Investment Options: Growth & IDCW
- Entry Load: Not Applicable
- Exit Load: 1% if redeemed within 18 months
- Benchmark: 40% NIFTY 50 Arbitrage Index + 60% NIFTY Short Duration Debt Index
- Fund Managers: Bhavyesh Divecha & Praveen Jain
Benefits of Investing Through Jatishrey
- Expert guidance for selecting the right NFO
- Goal based investment planning
- SIP & lump sum investment assistance
- Regular portfolio monitoring
- Personalised investment advice
- Complete mutual fund support services
Invest in HDFC Income Plus Arbitrage Omni FOF Today
Connect with Jatishrey Financial Services to get complete assistance for this NFO and start your investment journey.
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