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Fund of Funds (Domestic)📊 NIFTY 50 TRI(SEBI default)

HSBC Income Plus Arbitrage Active FoF · Regular · Growth

HSBC Mutual Fund

#64 of 101 (1Y)

NAV

₹22.4557

as of 16 Jun 2026

Expense Ratio

0.51%

AUM

₹593 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.90%
3Y
+6.87%
5Y
+5.70%
Since Inception
+6.90%

SIP returns (XIRR)

1Y
+5.02%
3Y
+6.12%
5Y
+6.26%
Since Inception
+6.18%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹73,000

Invested

₹1,07,182

Value today

6.1%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹11,206

Value today

6.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,30,000

Withdrawn

₹11,69,386

Corpus left

+₹8,99,386 net gain — withdrew ₹7,30,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,97,008

Value today

-3.5%

vs lumpsum

Direct lumpsum would have beaten STP by 3.5% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,51,471

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,51,471 — a 1.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-1.24

Sharpe Ratio

+0.00

Alpha

0.02

Beta

-1.18

Sortino

1.17%

Std Dev

-1.00%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHSBC Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 TRI ✓
Launch Date09 Apr 2014
AMFI Code129195
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadExit Load: 1% upto 1 year from the date of allotment.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

HSBC Income Plus Arbitrage Active FoF · Regular · Growth by HSBC Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

HSBC Income Plus Arbitrage Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹593 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.51%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations