Item: HSBC Income Plus Arbitrage Active FOF Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Income Plus Arbitrage Active FOF Direct Growth

24.184 (-0.160%)

NAV on September 11, 2026

Category Allocation:
Fund of Funds

Investment StyleBox

Large Blend

Interest rate sensitivity
Credit quality

N/A

Total Assets 533 cr

Turnover Ratio 86.43%

Expense Ratio 0.40%

Exit Load -

Returns

1M: Positive return: 0.10%
1Y: Positive return: 5.44%
3M: Positive return: 1.48%
3Y: Positive return: 7.37%
6M: Positive return: 2.70%
5Y: Positive return: 6.19%

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Mahesh Chhabria (Since over 1 year) Mohd Asif Rizwi (Since over 1 year)

ISIN INF336L01IP7

Fund Family HSBC

P/E Ratio 17.31

P/B Ratio 2.01

Launch Date April 30, 2014

Benchmark

NIFTY 50 Arbitrage TR INR

Nifty Short Duration Debt TR INR

Avg. Maturity 2.95 years

Yield To Maturity (%) 7.29%

SECTOR WEIGHTINGS (%)

Financial 46.93%

Industrial 8.17%

Technology 0.35%

Basic Materials 9.82%

Consumer Cyclical 5.97%

Utilities Services 9.62%

Healthcare Services 4.94%

Energy Services 5.33%

Communication Services 2.67%

Consumer Defensive 3.32%

Real Estate 2.88%

RISK MEASURES (3 yrs)

vs NIFTY 50 Arbitrage TR INR Nifty Short Duration Debt TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 0.895

Sharpe 0.553

Std Dev 1.841

Risk -

Top Rated (unavailable)
Top Performing

Other plans of HSBC Income Plus Arbitrage Active FOF

HSBC Income Plus Arbitrage Active FOF Direct Plan Payout Inc Dist cum Cap Wdrl

Fund of Funds
HSBC Income Plus Arbitrage Active FOF IDCW

Fund of Funds
HSBC Income Plus Arbitrage Active FOF Payout of Income Distribution cum Capital Wdrl Opt

Fund of Funds
HSBC Income Plus Arbitrage Active FOF Direct Plan Reinvestment Inc Dist cum Cap Wdrl

Fund of Funds
HSBC Income Plus Arbitrage Active FOF Regular Growth

Fund of Funds

Other Balanced funds by HSBC

HSBC Equity Hybrid Fund Direct Growth

Aggressive Allocation
HSBC Multi Asset Active FOF Growth Direct

Fund of Funds
HSBC Conservative Hybrid Fund Growth Direct Plan

Conservative Allocation
HSBC Equity Savings Direct Plan Growth Plan

Equity Savings
HSBC Aggressive Hybrid Fund Direct Plan Growth Option

Aggressive Allocation
HSBC Balanced Advantage Fund Direct Plan Growth Option

Dynamic Asset Allocation
HSBC Aggressive Hybrid Active FOF Direct Growth

Fund of Funds

HSBC Income Plus Arbitrage Active FOF Direct Growth

previously known as HSBC Managed Solu Ind Consv Dir Gr until March 13, 2025

ADDITIONAL INFO

Asset Allocation

EQUITY DISTRIBUTION

CREDIT QUALITY (%)

SECTOR WEIGHTINGS (%)

RISK MEASURES (3 yrs)

INVESTMENT OBJECTIVE

Other plans of HSBC Income Plus Arbitrage Active FOF

Other Balanced funds by HSBC