HSBC Income Plus Arbitrage Active FoF Direct Growth

HSBC Income Plus Arbitrage Active FoF Direct Growth

Hybrid
Conservative Hybrid
Moderate Risk
+7.98%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹23.33
Min. SIP amount
₹1,000
Fund size
₹669.63 Cr
Expense ratio
0.21%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,710
+2.85%
3 years₹1,80,000₹2,01,422
+11.90%
5 years₹3,00,000₹3,58,096
+19.37%
10 years₹6,00,000₹8,52,334
+42.06%

Holdings (6)

NameSectorInstrumentsAssets
HSBC Arbitrage Fund Direct-GrowthNAMutual Fund38.91%
HSBC Corporate Bond Direct-GrowthNAMutual Fund20.03%
HSBC Short Duration Fund Direct-GrowthNAMutual Fund20.00%
NANAMutual Fund14.05%
HSBC Dynamic Bond Fund Direct-GrowthNAMutual Fund3.39%
HSBC Gilt Fund Direct-GrowthNAMutual Fund2.04%

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+8.0%+6.3%+7.0%+7.5%
Category average (Hybrid Conservative Hybrid)--------
Rank (Hybrid Conservative Hybrid)--------

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

About HSBC Income Plus Arbitrage Active FoF Direct Growth

HSBC Income Plus Arbitrage Active FoF Direct Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Mahesh A Chhabria is the Current Fund Manager of HSBC Income Plus Arbitrage Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,937 Cr and the Latest NAV as of 16 Jan 2026 is ₹23.33. The HSBC Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. ;

Investment Objective

The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile 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.;
Fund benchmarkNifty 500

Fund house

Rank (total assets)#21 in India
Total AUM₹1,36,936.80 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,