HSBC Income Plus Arbitrage Active FoF · Regular · Growth
NAV
₹22.6381
as of 31 Jul 2026
Expense Ratio
0.51%
AUM
₹546 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.00%
- 3Y
- +6.86%
- 5Y
- +5.81%
- Since Inception
- +6.90%
SIP returns (XIRR)
- 1Y
- +5.46%
- 3Y
- +6.14%
- 5Y
- +6.31%
- Since Inception
- +6.19%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,09,266 today — ₹5,95,000 invested, 6.1% XIRR.
₹5,95,000
Invested
₹8,09,266
Value today
6.1%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,79,227 today (6.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹9,82,999.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹8,09,266 in this fund vs ₹10,98,604 in the benchmark — underperformance of ₹2,89,338.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹1,52,998 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-0.59
Sharpe Ratio
+0.01
Alpha
0.02
Beta
-0.59
Sortino
0.98%
Std Dev
-0.93%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
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 ₹546 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