Scheme Overview
HSBC Income Plus Arbitrage Active FOF - Growth
| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 30-04-2014 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00) |
| Expense Ratio: 0.48% As on ( 30-04-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 146.2 Cr As on ( 30-04-2025) |
| Turn over: |
21.4297
-0 ( -0.0056% )
7.11%
CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00)9.79%
PERFORMANCE of HSBC Income Plus Arbitrage Active FOF - Growth
Scheme Performance (%) Data as on - 05-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HSBC Income Plus Arbitrage Active FOF - Growth | 8.49 | 7.74 | 7.31 | 6.5 | 7.11 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | 9.29 | 9.52 | 9.22 | 7.96 | 6.53 |
Yearly Performance (%)
Fund Managers
FM 1 - Mohd Asif Rizwi,FM 2 - Mahesh Chhabria
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.
RETURNS CALCULATOR for HSBC Income Plus Arbitrage Active FOF - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
Key Performance and Risk Statistics of HSBC Income Plus Arbitrage Active FOF - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Income Plus Arbitrage Active FOF - Growth | 2.27 | -0.04 | -1.4 | 0.37 | - | - |
| Fund of Funds-Income Plus Arbitrage | - | - | - | - | - | - |
PEER COMPARISION of HSBC Income Plus Arbitrage Active FOF - Growth
| 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 - Growth | 30-04-2014 | 8.49 | 8.02 | 7.74 | 7.31 | 6.5 |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 10.77 | 12.64 | 11.85 | 12.38 | 8.79 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 10.33 | 8.39 | 8.03 | 6.88 | 0.0 |
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 10.15 | 8.85 | 0.0 | 0.0 | 0.0 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 10.06 | 11.83 | 9.53 | 8.48 | 7.01 |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.58 | 7.98 | 7.5 | 6.42 | 7.11 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 9.07 | 7.69 | 7.31 | 6.07 | 7.17 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 5.84 | 13.44 | 14.68 | 17.03 | 11.21 |
