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HSBC Arbitrage Fund - Direct Growth

HSBC · Arbitrage
Low
₹21.62
Current NAV
25 Jun 2026
6.8%
1Y Return
6.8%
3Y CAGR
5.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
  • Very large asset base (AUM: ₹14,980 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.43
Sharpe Ratio
1.03
Beta
-1.57
Alpha
1.62
Sortino
Fund Details
Fund House HSBC
Category Arbitrage
AUM ₹14980 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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