Which funds are similar to HSBC Income Plus Arbitrage Active FoF Direct-Growth?
Funds similar to HSBC Income Plus Arbitrage Active FoF Direct-Growth in the Hybrid: Income plus Arbitrage category include Kotak Income Plus Arbitrage Omni FoF Direct-Growth, ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth, and HDFC Income Plus Arbitrage Active FoF Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HSBC Income Plus Arbitrage Active FoF Direct-Growth in its category?
The category rank of HSBC Income Plus Arbitrage Active FoF Direct-Growth is shown in the Trailing Returns section above.
How does HSBC Income Plus Arbitrage Active FoF Direct-Growth's expense ratio compare to similar funds?
HSBC Income Plus Arbitrage Active FoF Direct-Growth has an expense ratio of 0.16%. The peers Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an expense ratio of 0.07% and ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has 0.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HSBC Income Plus Arbitrage Active FoF Direct-Growth's AUM compare to similar funds?
HSBC Income Plus Arbitrage Active FoF Direct-Growth has an AUM of ₹537.57 crore. The peers Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹7,729.7 crore and ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has ₹3,040.03 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Income plus Arbitrage?
The top performing fund in the Hybrid: Income plus Arbitrage category on a 3-year basis is Franklin India Income Plus Arbitrage Active FoF Direct-Growth with a CAGR of 13.37% as of 16 Jul 2026. HSBC Income Plus Arbitrage Active FoF Direct-Growth has delivered 7.46% CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does HSBC Income Plus Arbitrage Active FoF Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HSBC Income Plus Arbitrage Active FoF Direct-Growth has a Sharpe ratio of 0.86 compared to the Hybrid: Income plus Arbitrage average of 1.08 as of 16 Jul 2026. It ranks 7 out of 9 funds in its category on Sharpe ratio.
