HSBC Income Plus Arbitrage Active FOF - Growth
Fund House: HSBC Mutual Fund| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 30-04-2014 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00) |
| TER: 0.48% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 146.2 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year |
21.3582
0.02 (0.0871%)
7.11%
Benchmark: 9.79%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 2.27 |
| Sharpe Ratio | -0.04 |
| Alpha | -1.4 |
| Beta | 0.37 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 7.94 | 8.13 | 7.78 | 7.56 | 6.44 |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 11.06 | 12.97 | 11.99 | 13.21 | 8.7 |
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 10.02 | 8.77 | - | - | - |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 9.99 | 8.37 | 7.89 | 6.97 | - |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.21 | 7.96 | 7.39 | 6.5 | 7.02 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 8.89 | 7.65 | 7.18 | 6.15 | 7.18 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 8.83 | 11.86 | 10.76 | 9.74 | 6.99 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 5.47 | 14.22 | 15.31 | 18.69 | 10.99 |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
