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  • HSBC Income Plus Arbitrage Active FOF IDCW

HSBC Income Plus Arbitrage Active FOF IDCW

Category: Fund of Funds-Domestic-Hybrid
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00)
Expense Ratio: 0.46% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 49 Cr As on (31-03-2025)
Turn over:
NAV (₹): 18.1107 ₹ -0 ( -0.0028%)
as on 24-04-2025
CAGR Since Inception - 14.75%
CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00) - 9.79%

Fund Managers

Gautam Bhupal, Cheenu Gupta


Investment Objective

The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

PERFORMANCE of HSBC Income Plus Arbitrage Active FOF IDCW

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Income Plus Arbitrage Active FOF IDCW 14.58 13.82 13.49 13.73 14.75
Benchmark - - - - -
Fund of Funds-Domestic-Hybrid 10.6 13.47 16.68 10.68 12.24

RETURNS CALCULATOR for HSBC Income Plus Arbitrage Active FOF IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Income Plus Arbitrage Active FOF IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Income Plus Arbitrage Active FOF IDCW 2.27 -0.04 -1.4 0.37 - -
Fund of Funds-Domestic-Hybrid - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Income Plus Arbitrage Active FOF IDCW 30-04-2014 14.58 13.38 13.82 13.49 13.73
Franklin India Multi Asset Solution FOF Gr 05-11-2014 15.02 16.82 12.35 15.83 7.28
ICICI Pru Passive Multi-Asset FOF Gr 13-01-2022 13.33 15.49 13.44 0.0 0.0
Nippon India Asset Allocator FoF Reg Gr 07-02-2021 12.73 23.53 18.38 0.0 0.0
ABSL Asset Allocator FOFsch Reg Gr 17-08-2006 12.31 21.51 14.87 18.73 12.05
Quantum Multi Asset FOFs Reg Gr 05-04-2017 12.19 14.72 12.11 12.43 0.0
HSBC Aggressive Hybrid Active FOF Gr 30-04-2014 12.16 24.93 19.2 27.11 18.86
HDFC Asset Allocator Fund of Funds Gr 01-05-2021 11.92 18.98 15.58 0.0 0.0
ABSL Fin Planning Mod Reg Gr 09-05-2011 11.78 18.32 13.42 16.23 10.6
Motilal Oswal Asset Allocation FOF- C Reg Gr 12-03-2021 11.62 15.28 11.31 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Income Plus Arbitrage Active FOF IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)