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: 6.25%.

HSBC

HSBC Income Plus Arbitrage Active FOF - Growth Direct

Latest NAV

₹23.6785

As of

2 Jun 2026

2,914 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	-0.01%	+0.29%	-0.30	107 / 141	Q4
1W	+0.15%	-4.10%	+4.25	15 / 146	Q1
2W	+0.14%	-3.71%	+3.85	51 / 146	Q2
1M	+0.12%	-1.37%	+1.50	96 / 146	Q3
3M	+0.61%	-4.09%	+4.70	48 / 142	Q2
6M	+1.78%	+5.38%	-3.59	74 / 128	Q3
YTD	+1.46%	+0.92%	+0.53	72 / 130	Q3
1Y	+4.30%	+26.48%	-22.17	68 / 111	Q3
2Y	+6.16%	+14.22%	-8.07	59 / 85	Q3
3Y	+7.30%	+13.46%	-6.16	64 / 78	Q4
4Y	+7.47%	+8.74%	-1.27	57 / 67	Q4
5Y	+6.25%	+3.43%	+2.82	44 / 53	Q4
7Y	+6.96%	+0.33%	+6.63	32 / 39	Q4
10Y	+6.75%	-3.29%	+10.04	31 / 36	Q4
Inception	+7.37%	+13.78%	-6.41	94 / 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	+1.46%	+4.98%	-3.53	71 / 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

+7.13%

136 windows

min 1.2% · max 14.6%

100% positive

3-Year rolling

+6.85%

111 windows

min 4.2% · max 9.6%

100% positive

5-Year rolling

+6.71%

87 windows

min 5.3% · max 8.3%

100% positive

7-Year rolling

+6.74%

63 windows

min 6.0% · max 8.1%

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

1.77%

3-year · annualised

Sharpe ratio

0.33

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	₹9.6507	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Direct Plan - Growth Option	Nippon India	₹20.6106	3 Jun 2026
SBI GOLD FUND- DIRECT PLAN - GROWTH	SBI	₹47.1772	3 Jun 2026
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option	ICICI Prudential	₹34.5923	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹44.7329	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹52.4580	3 Jun 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹59.1417	3 Jun 2026
Aditya Birla Sun Life Gold Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹46.6066	3 Jun 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth	Motilal Oswal	₹12.9175	3 Jun 2026
Franklin India Dynamic Asset Allocation Active Fund Of Funds - Direct - Growth	Franklin India	₹184.5698	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹23.6785
1 Jun 2026	₹23.6799
29 May 2026	₹23.6466
27 May 2026	₹23.6507
26 May 2026	₹23.6430
25 May 2026	₹23.6412
22 May 2026	₹23.6164
21 May 2026	₹23.6123
20 May 2026	₹23.6292
19 May 2026	₹23.6449

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 02 Jun 2026, the NAV of HSBC Income Plus Arbitrage Active FOF - Growth Direct is ₹23.6785. 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. 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 4.30% — -22.17 pp behind the Fund of Funds - Domestic category average of 26.48%. The fund ranks #68 of 111 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 7.30% — -6.16 pp behind the Fund of Funds - Domestic category average of 13.46%. The fund ranks #64 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 6.25% — +2.82 pp ahead of the Fund of Funds - Domestic category average of 3.43%. The fund ranks #44 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 ₹192,144 today — a multiplier of 1.92×, based on the 10-year CAGR of 6.75%. The category average over the same window would have grown ₹1 lakh to ₹71,576.

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 ₹709,895 today. That's an XIRR (money-weighted annualised return) of 6.66%.

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 ₹1,684,309 (multiplier 1.40×). XIRR: 6.59%. 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 #44 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 3.43%; this fund delivered 6.25%.

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 6.71% (best 8.25%, worst 5.28%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.18 — 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: 6.25%.

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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