HSBC Income Plus Arbitrage Active FoF · Regular · Growth
NAV
₹22.7069
as of 29 Sept 2026
Expense Ratio
0.51%
AUM
₹547 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.70%
- 3Y
- +6.73%
- 5Y
- +5.49%
- Since Inception
- +6.83%
SIP returns (XIRR)
- 1Y
- +4.55%
- 3Y
- +5.62%
- 5Y
- +6.07%
- Since Inception
- +6.09%
What history actually did — last 10 years (Oct 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,04,075 today — ₹5,95,000 invested, 6.0% XIRR.
₹5,95,000
Invested
₹8,04,075
Value today
6.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,75,770 today (5.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2016 would still hold ₹9,53,629.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹8,04,075 in this fund vs ₹10,00,438 in the benchmark — underperformance of ₹1,96,363.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Oct 2016 – Sept 2026) (22 Mar 2020) would be ₹1,53,463 today (1.53×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.87
Sharpe Ratio
+0.01
Alpha
0.02
Beta
-0.89
Sortino
0.92%
Std Dev
-0.36%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
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 ₹547 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.51%.