What is the current price / NAV of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The current NAV of HSBC Income Plus Arbitrage Active FOF(IDCW) is ₹18.17, as of 16th April 2025.What are the returns of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The HSBC Income Plus Arbitrage Active FOF(IDCW) was launched on 11th November 2020. This mutual fund's past returns are as follows:- 1 Year Returns: 5.81%
- 3 Year Returns: 1.90%
What are the top 5 sectoral holdings of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The top sectors HSBC Income Plus Arbitrage Active FOF(IDCW) has invested in are as follows:- Others | 78.06%
- Miscellaneous | 21.94%
What are the top 5 holdings of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The top 5 holdings for HSBC Income Plus Arbitrage Active FOF(IDCW) are as follows:- HSBC Arbitrage Fund - Direct Growth | 27.87%
- Treps | 21.94%
- HSBC Short Duration Fund - Direct Growth | 14.31%
- HSBC Gilt Fund - Direct Growth | 10.74%
- HSBC Banking and PSU Debt Fund - Direct Growth | 10.02%
What is the asset allocation of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The asset allocation for HSBC Income Plus Arbitrage Active FOF(IDCW) is as follows:- Mutual Funds | 70.09%
- Cash & Equivalents | 29.91%
What is the AUM of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The AUM (i.e. assets under management) of HSBC Income Plus Arbitrage Active FOF(IDCW) is ₹48.55 Cr as of 16th April 2025.What is the expense ratio of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The expense ratio of HSBC Income Plus Arbitrage Active FOF(IDCW) Plan is 0.09 as of 16th April 2025.What is the volatility or standard deviation of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The volatility or standard deviation for the HSBC Income Plus Arbitrage Active FOF(IDCW) is 2.23
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The Sharpe ratio for the HSBC Income Plus Arbitrage Active FOF(IDCW) is 2.09
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Income Plus Arbitrage Active FOF(IDCW)?
The Sortino Ratio for the HSBC Income Plus Arbitrage Active FOF(IDCW) is 0.20
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
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HSBC Income Plus Arbitrage Active FOF(IDCW) Direct IDCW
IDCW
OtherFoFs (Domestic) - Hybrid
Small-size FundAssets Under Mgmt: ₹ 48 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
18.170.08% (+0.01)
HSBC Income Plus Arbitrage Active FOF(IDCW) NAV Price Chart
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OtherFoFs (Domestic) - Hybrid
Small-size FundAssets Under Mgmt: ₹ 48 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
HSBC Income Plus Arbitrage Active FOF(IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.09 | — | 2.09 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 7.31 | 2.53 |
HSBC Income Plus Arbitrage Active FOF(IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty 50 Arbitrage - TRI |
About FoFs (Domestic) - Hybrid
These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.
HSBC Income Plus Arbitrage Active FOF(IDCW) Peers & Comparison
Comparing 3 mutual funds from
OtherFoFs (Domestic) - Hybrid
OtherFoFs (Domestic) - Hybrid
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Income Plus Arbitrage Active FOF(IDCW) | 5.81% | 1.90% | 2.27% |
| ICICI Pru Asset Allocator Fund | 10.46% | 8.28% | 10.61% |
| HDFC Asset Allocator FoF(IDCW Reinv) | 12.60% | 15.70% | 16.45% |
| Kotak Multi Asset Allocator FoF-Dynamic(IDCW-Payout) | 9.48% | 17.56% | 15.74% |
HSBC Income Plus Arbitrage Active FOF(IDCW) Returns Comparison
Compare HSBC Income Plus Arbitrage Active FOF(IDCW) with any MF, ETF, stock or indexCompare HSBC Income Plus Arbitrage Active FOF(IDCW) with any MF, ETF, stock or index
HSBC Income Plus Arbitrage Active FOF(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeHSBC Income Plus Arbitrage Active FOF(IDCW) Asset Allocation
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HSBC Income Plus Arbitrage Active FOF(IDCW) Sector Distribution
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HSBC Income Plus Arbitrage Active FOF(IDCW) Sector Weightage
Others
Others as a % of total holdings for last six quarters
HSBC Income Plus Arbitrage Active FOF(IDCW) Current Holdings
Others
- ConstituentHolding Weight3M Change
- HSBC Arbitrage Fund - Direct Growth3M change : 27.87 %
Holdings
27.87 %
27.87 % - Treps3M change : 19.63 %
Holdings
21.94 %
19.63 % - HSBC Short Duration Fund - Direct Growth3M change : -25.77 %
Holdings
14.31 %
-25.77 %
AMC Profile of HSBC Income Plus Arbitrage Active FOF(IDCW)
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
45
Total AUM
₹ 1,15,141.76 Cr.
HSBC Income Plus Arbitrage Active FOF(IDCW) Fund Manager Profile
Mohd Asif Rizwi
AUM: ₹28,220.88 Cr.
|
Exp: —
Mahesh Chhabria
AUM: ₹38,448.27 Cr.
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Exp: 11yrs
HSBC Income Plus Arbitrage Active FOF(IDCW) Manager Performance (0)
Other: FoFs (Domestic) - Hybrid
HSBC Income Plus Arbitrage Active FOF(IDCW) Tax Implications
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HSBC Income Plus Arbitrage Active FOF(IDCW) Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%