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HSBC Income Plus Arbitrage Active FOF - Growth Direct

HSBC · Arbitrage
Low
₹23.95
Current NAV
25 Jun 2026
4.6%
1Y Return
6.1%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.36%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.36).
  • 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
1.36
Sharpe Ratio
0.96
Beta
0.36
Alpha
1.85
Sortino
Fund Details
Fund House HSBC
Category Arbitrage
AUM ₹7410 Cr
Expense Ratio 0.36%
Min SIP ₹500
Min Lumpsum ₹1000
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