HSBC Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹24.22
30 Oct 2026
NAV
6.9%
3Y CAGR
6.7%
5Y CAGR
7.0%
10Y CAGR
6.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.80
Sharpe
-5.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.21%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.38 L | 6.9% | -3.6% | 15.9% |
| 3 Years | ₹36.00 L | ₹39.66 L | 6.8% | 2.5% | 9.7% |
| 5 Years | ₹60.00 L | ₹71.02 L | 6.7% | 4.2% | 8.2% |
| 7 Years | ₹84.00 L | ₹1.07 Cr | 6.7% | 5.4% | 7.7% |
| 10 Years | ₹1.20 Cr | ₹1.71 Cr | 6.9% | 6.5% | 7.3% |
| 12 Years | ₹1.44 Cr | ₹2.18 Cr | 6.7% | 6.6% | 6.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.9% | 20.8% |
| 3 Years | 6.8% | 27.4% |
| 5 Years | 6.7% | 17.6% |
| 7 Years | 6.7% | 12.5% |
| 10 Years | 6.9% | 12.6% |
| 12 Years | 6.7% | 13.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.0% | 7.1% | -0.2% | 15.1% | 0.19 | 0.30 | 100% | — | — |
| 3 Years | 6.9% | 6.9% | 3.9% | 10.2% | 0.35 | 0.73 | 100% | — | — |
| 5 Years | 6.7% | 6.6% | 5.2% | 8.5% | 0.31 | 0.58 | 100% | — | — |
| 10 Years | 7.0% | 7.0% | 6.4% | 7.5% | 1.80 | 25.05 | 100% | — | — |
-5.1%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-0.4%
Avg Drawdown
Calmar Ratio by Duration
1.37
1Y
1.34
3Y
1.30
5Y
1.31
7Y
1.35
10Y
1.39
12Y