mutual funds hsbc income plus arbitrage active fof directgrowth

performance

HSBC Income Plus Arbitrage Active FoF Direct-Growth

Hybrid: Income plus Arbitrage - Growth (Open ended)

HSBC Income Plus Arbitrage Active FoF Direct-GrowthNAV: 24.02 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: ModerateCategory: Hybrid: Income plus Arbitrage

NAV: ₹24.02+0.03%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	25 May, 2015 - 16 Jul, 2026	16 Jun, 2017 - 16 Jul, 2026	12 Jul, 2019 - 16 Jul, 2026	04 Aug, 2021 - 22 Jan, 2026
Average returns	7.35%	7.09%	6.96%	6.94%
Standard deviation	3.01%	1.10%	0.69%	0.45%
Best returns	15.58% 1 year ending on 27 May, 2021	11.00% 3 years ending on 21 Jun, 2017	8.60% 5 years ending on 17 Jul, 2019	8.47% 7 years ending on 04 Aug, 2021
Worst returns	0.35% 1 year ending on 18 May, 2020	4.07% 3 years ending on 18 May, 2020	5.47% 5 years ending on 11 Oct, 2022	6.27% 7 years ending on 26 Oct, 2023
Period with positive return	100.00%	100.00%	100.00%	100.00%
Period with return > 5%	78.42%	98.09%	100.00%	100.00%
Period with return > 10%	21.84%	1.36%	0.00%	0.00%
Period with return > 15%	0.41%	0.00%	0.00%	0.00%
Beat % Category	13.53%	12.15%	3.00%	0.00%
Beat % Benchmark	34.89%	9.78%	6.12%	0.00%

Trailing Returns

Point-to-point returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

2.9%

3.2%

-7.2%

YTD

0.6%

0.7%

1 M

2.9%

3.3%

-5.7%

6 M

5.3%

5.7%

-3.4%

1 Y

7.5%

8.2%

3 Y

6.5%

9.9%

5 Y

6.7%

12.3%

10 Y

Fund

Hybrid: Income plus Arbitrage

Benchmark

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	2.90%	0.58%	2.87%	5.29%	7.46%	6.45%	6.69%	7.43%
Hybrid: Income plus Arbitrage	3.25%	0.73%	3.26%	5.71%	-	-	-	-
Rank in category	18	20	18	15	-	-	-	-
Funds in category	13	14	13	11	0	0	0	-

Period Returns

Calendar-year, quarterly and monthly return history of HSBC Income Plus Arbitrage Active FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

HSBC Income Plus Arbitrage Active FoF Direct-Growth has delivered a 1-year return of 5.29% as of 16 Jul 2026.

What are the 3-year returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

HSBC Income Plus Arbitrage Active FoF Direct-Growth has delivered a 3-year CAGR of 7.46% as of 16 Jul 2026. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

HSBC Income Plus Arbitrage Active FoF Direct-Growth has delivered a 5-year CAGR of 6.45% as of 16 Jul 2026. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth since inception?

Since its launch on 30 Apr 2014, HSBC Income Plus Arbitrage Active FoF Direct-Growth has delivered a CAGR of 7.43%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has HSBC Income Plus Arbitrage Active FoF Direct-Growth performed vs its category over the long term?

Category rank for HSBC Income Plus Arbitrage Active FoF Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

The Sharpe ratio of HSBC Income Plus Arbitrage Active FoF Direct-Growth is 0.86 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

The alpha of HSBC Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

The beta of HSBC Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth?

The average 1-year and 3-year rolling returns of HSBC Income Plus Arbitrage Active FoF Direct-Growth is 7.35% and 7.09% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

25 May, 2015 - 16 Jul, 2026

16 Jun, 2017 - 16 Jul, 2026

12 Jul, 2019 - 16 Jul, 2026

04 Aug, 2021 - 22 Jan, 2026

Average returns

7.35%

7.09%

6.96%

6.94%

Standard deviation

3.01%

1.10%

0.69%

0.45%

Best returns

15.58%

1 year ending on 27 May, 2021

11.00%

3 years ending on 21 Jun, 2017

8.60%

5 years ending on 17 Jul, 2019

8.47%

7 years ending on 04 Aug, 2021

Worst returns

0.35%

1 year ending on 18 May, 2020

4.07%

3 years ending on 18 May, 2020

5.47%

5 years ending on 11 Oct, 2022

6.27%

7 years ending on 26 Oct, 2023

Period with positive return

100.00%

Period with return > 5%

78.42%

98.09%

100.00%

Period with return > 10%

21.84%

1.36%

0.00%

Period with return > 15%

0.41%

0.00%

Beat % Category

13.53%

12.15%

3.00%

0.00%

Beat % Benchmark

34.89%

9.78%

6.12%

0.00%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

2.90%

0.58%

2.87%

5.29%

7.46%

6.45%

6.69%

7.43%

Hybrid: Income plus Arbitrage

3.25%

0.73%

3.26%

5.71%

Rank in category

Funds in category