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HSBC Income Plus Arbitrage Active FOF - Growth

HSBC · Arbitrage
Low
₹22.52
Current NAV
25 Jun 2026
5.4%
1Y Return
6.4%
3Y CAGR
5.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.64).
  • Very large asset base (AUM: ₹18,690 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
1.64
Sharpe Ratio
0.64
Beta
5.64
Alpha
2.20
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Fund Details
Fund House HSBC
Category Arbitrage
AUM ₹18690 Cr
Expense Ratio 1.44%
Min SIP ₹500
Min Lumpsum ₹1000
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