Home› Funds› HSBC Arbitrage Fund - Regular Quarterly IDCW

HSBC Arbitrage Fund - Regular Quarterly IDCW

HSBC · Arbitrage
Low
₹10.84
Current NAV
25 Jun 2026
6.1%
1Y Return
6.1%
3Y CAGR
5.8%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.86).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
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
1.86
Sharpe Ratio
0.86
Beta
3.86
Alpha
2.34
Sortino
Fund Details
Fund House HSBC
Category Arbitrage
AUM ₹910 Cr
Expense Ratio 1.26%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Arbitrage
HDFC ARBITRAGE FUND - Regular Plan - Monthly IDCW Option
HDFC
₹11.41 7.9%
HDFC ARBITRAGE FUND - Regular Plan -Growth Option
HDFC
₹32.44 7.9%
ITI Arbitrage Fund - Direct Plan - IDCW Option
ITI
₹14.40 7.9%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
ITI
₹35.81 7.9%