Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

FM 1 - Mohd Asif Rizwi,FM 2 - Mahesh Chhabria

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.

Benchmark

CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00)

Expense Ratio

0.49% As on (31-10-2025)

Minimum Investment | Top up

5000.0 | 1000.0

Total Assets

697.24 Cr As on (28-11-2025)

PERFORMANCE of HSBC Income Plus Arbitrage Active FOF - Growth

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 12-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Income Plus Arbitrage Active FOF - Growth	4.78	7.2	5.69	6.41	6.98
Benchmark	-	-	-	-	-
Fund of Funds-Income Plus Arbitrage	6.1	9.18	8.36	8.06	4.64

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RETURNS CALCULATOR for HSBC Income Plus Arbitrage Active FOF - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of HSBC Income Plus Arbitrage Active FOF - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HSBC Income Plus Arbitrage Active FOF - Growth	2.27	-0.04	-1.4	0.37	-	-
Fund of Funds-Income Plus Arbitrage	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
HSBC Income Plus Arbitrage Active FOF Gr	5.69
Franklin India Income Plus Arbitrage Active FOF Gr	13.96
Axis Income Plus Arbitrage Active FOF Reg Gr	6.33
Kotak Income Plus Arbitrage Omni FOF Reg Plan Gr	0.0
ABSL Income Plus Arbitrage Active FOF Reg Plan Gr	5.77
Bandhan Income Plus Arbitrage Active FOF Reg Plan Gr	5.58
ICICI Pru Income Plus Arbitrage Omni FOF Gr	10.15
DSP Income Plus Arbitrage Omni FoF Reg Plan Gr	6.25
HDFC Income Plus Arbitrage Active FOF Reg Gr	13.12

Asset Allocation

Sectors

Sector	Holdings (%)

Portfolio Holdings

Company	Holdings (%)
HSBC Arbitrage Fund - Direct Growth	36.73
HSBC Corporate Bond Fund - Direct Growth	21.24
HSBC Short Duration Fund - Direct Growth	16.39
HSBC Banking and PSU Debt Fund - Direct Growth	10.66
HSBC Gilt Fund - Direct Growth	7.79
HSBC Dynamic Bond Fund - Direct Growth	4.87
Treps	2.48
Net Current Assets (including cash & bank balances)	-0.16

HSBC Income Plus Arbitrage Active FOF - Growth