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HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 65/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)7.42%
- Expense ratio (20%)0.15%
- AUM (15%)₹537 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Hybrid · Conservative Hybrid
₹24.13
AUM: ₹537 Cr
NAV updated 27 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.15%
Exit Load
Nil
Fund Manager
Sanjay Shah, Gautam Bhupal, Ranjithgopal K A
Inception
Apr 2014
Benchmark
Nifty 500
Sharpe Ratio
-1.49
Std Dev (1Y)
1.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.21%
3m
+2.06%
6m
+2.6%
1y
+5.51%
3y
+7.42%
5y
+6.22%
10y
+6.51%
since inception
+2.38%
TopFund's Take on HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW
HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW holds up reasonably well within the Conservative Hybrid category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.
Cost: At 0.15%, the expense ratio is meaningfully cheaper — about 82% below the Conservative Hybrid category average of 0.83% (based on 130 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.49 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.62% is on the lower side for a Conservative Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW
The current NAV (Net Asset Value) of HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW is ₹24.13. NAV is updated every business day after market close by AMFI.
1Y: 5.51% · 3Y CAGR: 7.42% · 5Y CAGR: 6.22%
The expense ratio of HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW is 0.15% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW is managed by Sanjay Shah, Gautam Bhupal, Ranjithgopal K A at HSBC Mutual Fund.
HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of HSBC Income Plus Arbitrage Active FOF Direct Plan IDCW is ₹537 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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