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HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

HybridDirect GrowthMedium Risk

+6.21%

5Y annualised

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NAV : 09 Sep 2026

₹24.21

Min. SIP amount

₹1,000

Fund size (AUM)

530 Cr

Expense ratio

0.09%

Launched on

30 Apr 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,23,350

Stock Allocation

Stock nameSectorAllocation
Hsbc Arbitrage Fund - Direct GrowthDomestic Mutual Funds Units36.43%
Hsbc Short Term Fund - Direct GrowthDomestic Mutual Funds Units31.98%
Hsbc Banking And Psu Debt Fund - Direct GrowthDomestic Mutual Funds Units15.86%

Fund Composition

530 Cr

Others

100.00%

Sector Allocation

530 Cr

Domestic Mutual Funds Units

99.37%

Cash & Cash Equivalents And Net Assets

0.63%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (FOF-Domestic)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

MA

Mohd Asif Rizwi

Present

MC

Mahesh Chhabria

Present

Similar/Peer Fund Comparison

Fund name
B

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+17.16%
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.43%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+12.75%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+11.99%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.58%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+14.27%
H

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.19%
S

SBI Aggressive Hybrid Fund(G)-Direct Plan

+12.32%

FAQs

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 30 Apr 2014. This fund is managed by Mohd Asif Rizwi and Mahesh Chhabria. It is a Hybrid type of fund.

The current NAV of HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan is ₹24.21 (as of 09 Sep 2026).

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan has delivered 5.55% in 1 year, 7.40% in 3 years, and 6.21% in 5 years (annualised).

The minimum SIP amount for HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan is ₹1000.

The expense ratio of HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan is 0.09%.

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