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HSBC Income Plus Arbitrage Active FOF IDCW

HSBC · Arbitrage
Low
₹16.39
Current NAV
30 Oct 2026
-4.1%
1Y Return
-1.8%
3Y CAGR
-1.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹21,880 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (1.93%) which can affect compounding over long horizons.
  • 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
0.83
Sharpe Ratio
0.73
Beta
1.33
Alpha
0.94
Sortino
Fund Details
Fund House HSBC
Category Arbitrage
AUM ₹21880 Cr
Expense Ratio 1.93%
Min SIP ₹500
Min Lumpsum ₹1000
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