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HSBC Income Plus Arbitrage Active FOF - Growth
★★★★★ 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%)7.33%
- Expense ratio (20%)0.15%
- AUM (15%)₹530 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Hybrid · Conservative Hybrid
₹24.2
AUM: ₹530 Cr
NAV updated 24 minutes ago
Plan
Direct
Option
Growth
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
-1.66
Std Dev (1Y)
0.86%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.23%
3m
+1.03%
6m
+2.91%
1y
+5.24%
3y
+7.33%
5y
+6.15%
10y
+6.44%
since inception
+6.83%
TopFund's Take on HSBC Income Plus Arbitrage Active FOF - Growth
HSBC Income Plus Arbitrage Active FOF - Growth 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 0.84% (based on 133 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 -1.66 — 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 0.86% 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 - Growth
The current NAV (Net Asset Value) of HSBC Income Plus Arbitrage Active FOF - Growth is ₹24.2. NAV is updated every business day after market close by AMFI.
1Y: 5.24% · 3Y CAGR: 7.33% · 5Y CAGR: 6.15%
The expense ratio of HSBC Income Plus Arbitrage Active FOF - Growth is 0.15% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Income Plus Arbitrage Active FOF - Growth is managed by Sanjay Shah, Gautam Bhupal, Ranjithgopal K A at HSBC Mutual Fund.
HSBC Income Plus Arbitrage Active FOF - Growth 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 - Growth 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 - Growth 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 - Growth is ₹530 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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