Should I invest in HSBC Income Plus Arbitrage Active FOF?

We don't give personal investment advice. HSBC Income Plus Arbitrage Active FOF - Growth Direct is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.0%. 5-year CAGR: 6.47%.

HSBC

HSBC Income Plus Arbitrage Active FOF - Growth Direct

Latest NAV

₹24.0285

As of

17 Jul 2026

2,946 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.06%	-0.19%	+0.24	45 / 141	Q2
1W	+0.04%	-4.11%	+4.15	28 / 146	Q1
2W	+0.01%	-4.91%	+4.92	46 / 146	Q2
1M	+0.62%	-5.57%	+6.19	67 / 146	Q2
3M	+1.57%	-4.67%	+6.23	67 / 146	Q2
6M	+3.00%	-5.06%	+8.06	46 / 135	Q2
YTD	+2.95%	-1.86%	+4.82	60 / 130	Q2
1Y	+5.31%	+16.71%	-11.39	76 / 117	Q3
2Y	+6.18%	+9.84%	-3.66	55 / 86	Q3
3Y	+7.43%	+11.21%	-3.78	69 / 78	Q4
4Y	+7.62%	+9.00%	-1.38	60 / 69	Q4
5Y	+6.47%	+3.02%	+3.45	45 / 53	Q4
7Y	+6.85%	-0.04%	+6.89	33 / 39	Q4
10Y	+6.69%	-3.78%	+10.47	31 / 36	Q4
Inception	+7.42%	+10.47%	-3.05	96 / 146	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.95%	+2.06%	+0.89	60 / 124
2025	+5.90%	+36.63%	-30.73	75 / 86
2024	+9.68%	+17.92%	-8.24	63 / 74
2023	+8.62%	+19.60%	-10.98	53 / 70
2022	+2.60%	-5.29%	+7.89	35 / 60
2021	+4.92%	+15.46%	-10.54	35 / 48
2020	+9.92%	+14.30%	-4.38	28 / 41
2019	+6.54%	+11.39%	-4.86	29 / 38
2018	+5.12%	+3.51%	+1.62	17 / 36
2017	+5.59%	+12.36%	-6.76	27 / 36
2016	+10.16%	+9.81%	+0.35	15 / 36

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.09%

137 windows

min -0.2% · max 14.4%

99% positive

3-Year rolling

+6.89%

113 windows

min 4.0% · max 10.2%

100% positive

5-Year rolling

+6.70%

88 windows

min 5.3% · max 8.3%

100% positive

7-Year rolling

+6.73%

64 windows

min 5.9% · max 7.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.76%

3-year · annualised

Sharpe ratio

0.41

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-1.06%

Jun 2024 → Jun 2024

% positive months

88.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - Direct Plan - Growth Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF - Direct Plan - Growth Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth	SBI	₹10.3241	17 Jul 2026
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth	ICICI Prudential	₹244.4292	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹40.6924	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹53.5565	17 Jul 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹53.7762	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option	Aditya Birla Sun Life	₹47.0216	17 Jul 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth	Motilal Oswal	₹13.2552	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund Of Funds - Direct - Growth	Franklin India	₹190.8012	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹24.0285
16 Jul 2026	₹24.0152
15 Jul 2026	₹24.0088
14 Jul 2026	₹24.0015
13 Jul 2026	₹24.0214
10 Jul 2026	₹24.0188
9 Jul 2026	₹24.0033
8 Jul 2026	₹24.0000
7 Jul 2026	₹24.0333
6 Jul 2026	₹24.0352

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of HSBC Income Plus Arbitrage Active FOF - Growth Direct is ₹24.0285. It's a Fund of Funds - Domestic from HSBC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC Income Plus Arbitrage Active FOF - Growth Direct has NAV history starting from 05 May 2014, a track record of about 12 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HSBC Income Plus Arbitrage Active FOF - Growth Direct is managed by HSBC. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Income Plus Arbitrage Active FOF - Growth Direct has delivered a absolute return of 5.31% — -11.39 pp behind the Fund of Funds - Domestic category average of 16.71%. The fund ranks #76 of 117 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HSBC Income Plus Arbitrage Active FOF - Growth Direct has delivered a CAGR of 7.43% — -3.78 pp behind the Fund of Funds - Domestic category average of 11.21%. The fund ranks #69 of 78 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HSBC Income Plus Arbitrage Active FOF - Growth Direct has delivered a CAGR of 6.47% — +3.45 pp ahead of the Fund of Funds - Domestic category average of 3.02%. The fund ranks #45 of 53 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HSBC Income Plus Arbitrage Active FOF - Growth Direct exactly 10 years ago would be worth approximately ₹191,163 today — a multiplier of 1.91×, based on the 10-year CAGR of 6.69%. The category average over the same window would have grown ₹1 lakh to ₹68,052.

A ₹10,000 monthly SIP in HSBC Income Plus Arbitrage Active FOF - Growth Direct over the last 5 years — total invested ₹600,000 — would be worth ₹714,996 today. That's an XIRR (money-weighted annualised return) of 6.95%.

A ₹10,000 monthly SIP for 10 years in HSBC Income Plus Arbitrage Active FOF - Growth Direct = ₹1,200,000 invested. It would currently be worth ₹1,696,484 (multiplier 1.41×). XIRR: 6.73%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Income Plus Arbitrage Active FOF - Growth Direct ranks #45 out of 53 funds in the Fund of Funds - Domestic category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 3.02%; this fund delivered 6.47%.

The worst peak-to-trough decline HSBC Income Plus Arbitrage Active FOF - Growth Direct has experienced over the last 5-year window is 3.02% — its NAV fell from a high on 04 Apr 2022 to a low on 16 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC Income Plus Arbitrage Active FOF - Growth Direct averaged 6.70% (best 8.29%, worst 5.34%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.09 — negative risk-adjusted performance.

In calendar year 2025, HSBC Income Plus Arbitrage Active FOF - Growth Direct returned 5.90% — lagging the Fund of Funds - Domestic category average of 36.63% by 30.73 pp. It ranked #75 of 86 in its category that year.

HSBC Income Plus Arbitrage Active FOF - Growth Direct doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HSBC Income Plus Arbitrage Active FOF - Growth Direct is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.0%. 5-year CAGR: 6.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

HSBC Income Plus Arbitrage Active FOF - Growth Direct

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Domestic

Recent NAVs

Frequently asked questions

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