Should I invest in HSBC Income Plus Arbitrage Active FOF IDCW?

We don't give personal investment advice. HSBC Income Plus Arbitrage Active FOF IDCW 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: 12.4%. 5-year CAGR: -1.15%.

HSBC

HSBC Income Plus Arbitrage Active FOF IDCW

Latest NAV

₹16.0497

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%	-2.25%	+2.25	64 / 84	Q4
1W	+0.14%	-13.47%	+13.61	13 / 94	Q1
2W	+0.13%	-13.14%	+13.27	37 / 94	Q2
1M	+0.10%	-13.06%	+13.15	36 / 94	Q2
3M	-7.54%	-13.04%	+5.50	78 / 94	Q4
6M	-6.54%	-9.47%	+2.93	75 / 94	Q4
YTD	-6.81%	-8.78%	+1.97	76 / 94	Q4
1Y	-4.41%	-2.38%	-2.03	76 / 92	Q4
2Y	-2.86%	-3.18%	+0.32	71 / 89	Q4
3Y	-1.97%	-2.94%	+0.97	79 / 89	Q4
4Y	-1.61%	-6.04%	+4.43	55 / 65	Q4
5Y	-1.15%	-8.77%	+7.62	51 / 61	Q4
7Y	+1.38%	-10.32%	+11.70	41 / 55	Q3
10Y	+2.73%	-15.45%	+18.18	30 / 44	Q3
Inception	+3.97%	-6.14%	+10.11	60 / 94	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	-6.81%	-0.63%	-6.18	35 / 40
2025	-3.03%	+15.89%	-18.93	38 / 39
2024	-0.11%	+12.44%	-12.56	39 / 39
2023	+0.06%	+16.47%	-16.41	39 / 39
2022	+1.83%	-18.99%	+20.82	21 / 47
2021	+4.13%	+18.34%	-14.20	33 / 42
2020	+9.09%	+7.19%	+1.90	24 / 40
2019	+5.92%	+6.26%	-0.34	21 / 38
2018	+4.86%	+1.39%	+3.48	12 / 38
2017	+5.33%	+11.93%	-6.60	28 / 38
2016	+9.89%	+4.96%	+4.93	12 / 44

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

+4.22%

136 windows

min -4.4% · max 14.3%

80% positive

3-Year rolling

+4.32%

111 windows

min -2.0% · max 9.3%

86% positive

5-Year rolling

+4.58%

87 windows

min -1.1% · max 8.0%

98% positive

7-Year rolling

+4.62%

63 windows

min 1.1% · max 7.7%

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

7.93%

3-year · annualised

Sharpe ratio

-1.03

vs risk-free 6.5%

Sortino ratio

-1.08

Downside-only deviation

Max drawdown

-12.36%

Apr 2024 → May 2026

% positive months

77.8%

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 Income Plus Arbitrage Active FOF - IDCW Option	HDFC	₹35.4833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.1044	3 Jun 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹164.1283	3 Jun 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹81.6490	2 Jun 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW	Franklin India	₹21.9699	2 Jun 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹39.8960	2 Jun 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹58.9660	3 Jun 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹245.8990	2 Jun 2026
HSBC Aggressive Hybrid Active FOF - Dividend	HSBC	₹28.6691	2 Jun 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.5178	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹16.0497
1 Jun 2026	₹16.0508
29 May 2026	₹16.0287
27 May 2026	₹16.0318
26 May 2026	₹16.0267
25 May 2026	₹16.0256
22 May 2026	₹16.0093
21 May 2026	₹16.0067
20 May 2026	₹16.0183
19 May 2026	₹16.0291

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 IDCW is ₹16.0497. It's a Fund of Funds - Domestic from HSBC, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC Income Plus Arbitrage Active FOF IDCW 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 IDCW 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 IDCW has delivered a absolute return of -4.41% — -2.03 pp behind the Fund of Funds - Domestic category average of -2.38%. The fund ranks #76 of 92 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HSBC Income Plus Arbitrage Active FOF IDCW has delivered a CAGR of -1.97% — +0.97 pp ahead of the Fund of Funds - Domestic category average of -2.94%. The fund ranks #79 of 89 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HSBC Income Plus Arbitrage Active FOF IDCW has delivered a CAGR of -1.15% — +7.62 pp ahead of the Fund of Funds - Domestic category average of -8.77%. The fund ranks #51 of 61 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HSBC Income Plus Arbitrage Active FOF IDCW exactly 10 years ago would be worth approximately ₹130,923 today — a multiplier of 1.31×, based on the 10-year CAGR of 2.73%. The category average over the same window would have grown ₹1 lakh to ₹18,662.

A ₹10,000 monthly SIP in HSBC Income Plus Arbitrage Active FOF IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹554,987 today. That's an XIRR (money-weighted annualised return) of -3.06%.

A ₹10,000 monthly SIP for 10 years in HSBC Income Plus Arbitrage Active FOF IDCW = ₹1,200,000 invested. It would currently be worth ₹1,224,091 (multiplier 1.02×). XIRR: 0.39%. 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 IDCW ranks #51 out of 61 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 -8.77%; this fund delivered -1.15%.

The worst peak-to-trough decline HSBC Income Plus Arbitrage Active FOF IDCW has experienced over the last 5-year window is 12.36% — its NAV fell from a high on 10 Apr 2024 to a low on 21 May 2026. 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 IDCW averaged 4.58% (best 7.95%, worst -1.15%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is -1.06 — negative risk-adjusted performance.

In calendar year 2025, HSBC Income Plus Arbitrage Active FOF IDCW returned -3.03% — lagging the Fund of Funds - Domestic category average of 15.89% by 18.93 pp. It ranked #38 of 39 in its category that year.

HSBC Income Plus Arbitrage Active FOF IDCW 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 IDCW 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: 12.4%. 5-year CAGR: -1.15%.

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