HSBC Income Plus Arbitrage Active FoF Regular-Growth
Hybrid
Income plus Arbitrage
₹0.01% 1D
NAV on
AI Summary
Chart
Overview
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Summary
Ionic AI
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Fund Overview
Rating
Not Rated
Minimum Investment
₹5000
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹553 Cr
Created on
3 April 2014
Fund Ranking
#
/ 0 in Income plus Arbitrage
Risk Level
Moderate
Moderate
Returns
Trailing Return
Rolling Return
6 Month
1.6%
1 Year
3.9%
3 Year (CAGR)
6.6%
All Time (CAGR)
6.8%
Category Return
6 Month
1.8%
1 Year
4.5%
3 Year (CAGR)
-
All Time (CAGR)
-
Asset Allocation
Equity
-0.1%
Debt
71.9%
Other
28.3%
Top 5 Holdings
Top 5 Sectors
Others
-0.05%
HSBC Large Cap Direct-G
9.51%
HSBC Medium to Long Duration Direct-G
24.50%
HSBC Corporate Bond Direct-G
19.55%
HSBC Short Duration Direct-G
30.37%
Fund Information
Expense Ratio
0.51%
Exit Load
No Exit Load
Lock-In Period
No Lock-In
Managed By
Gautam Bhupal
Oct 2015 - Present
Cheenu Gupta
April 2024 - Present
Sonal Gupta
April 2024 - Present
Mahesh A Chhabria
March 2025 - Present
Asif Rizwi
March 2025 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.34
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
1.75
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.00
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.