HSBC Income Plus Arbitrage Active Fund of Funds Direct Growth

Scheme code: INF336L01IP7 NAV value: ₹ 22.3776 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	6.49	12.71	9.94	20.96
3 year	4.63	8.26	6.25	12.29
5 year	5.09	8.11	6.59	10.81
7 year	5.66	8.26	6.66	9.64
10 year	6.64	7.65	7.17	9.87

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	9.94
3 year	6.28	33.32	15.57	6.25
5 year	0.74	26.02	12.91	6.59
7 year	3.33	15.62	11.64	6.66
10 year	3.49	17.22	10.65	7.17
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	9.94
3 year	6.56	32.12	15.66	6.25
5 year	1	26.2	12.75	6.59
7 year	3.8	15.42	11.84	6.66
10 year	3.8	18	11.09	7.17
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	9.94
3 year	7.68	33.37	17	6.25
5 year	0.71	27.63	13.15	6.59
7 year	3.76	16.01	12.04	6.66
10 year	3.56	16.94	10.94	7.17
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	9.94
3 year	8.04	34.46	17.98	6.25
5 year	0.69	28.64	13.53	6.59
7 year	3.97	16.42	12.35	6.66
10 year	3.53	17.72	11.24	7.17
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 9.94% - Median return: 10% - Average standard deviation: 0.78

Rolling return for 3 year

- Average return: 6.25% - Median return: 6.22% - Average standard deviation: 0.33

Rolling return for 5 year

- Average return: 6.59% - Median return: 6.59% - Average standard deviation: 0.19

Rolling return for 7 year

- Average return: 6.66% - Median return: 6.55% - Average standard deviation: 0.12

Rolling return for 10 year

- Average return: 7.17% - Median return: 7.22% - Average standard deviation: 0.11

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,52,593	52,593	4.39
3 year	36,00,000	39,48,771	3,48,771	3.13
5 year	60,00,000	70,51,286	10,51,286	3.28
7 year	84,00,000	1,05,57,178	21,57,178	3.32
10 year	1,20,00,000	1,71,19,783	51,19,783	3.62

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	4.39
3 year	7.35	3.13
5 year	7.28	3.28
7 year	6.36	3.32
10 year	5.93	3.62

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	4.39
3 year	7.51	3.13
5 year	7.25	3.28
7 year	6.38	3.32
10 year	6.15	3.62

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	4.39
3 year	8.25	3.13
5 year	7.64	3.28
7 year	6.58	3.32
10 year	6.21	3.62

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	4.39
3 year	8.74	3.13
5 year	7.97	3.28
7 year	6.78	3.32
10 year	6.43	3.62

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,52,593 - Absolute Returns: ₹52,593 - CAGR: 4.39%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,48,771 - Absolute Returns: ₹3,48,771 - CAGR: 3.13%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,51,286 - Absolute Returns: ₹10,51,286 - CAGR: 3.28%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,57,178 - Absolute Returns: ₹21,57,178 - CAGR: 3.32%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,71,19,783 - Absolute Returns: ₹51,19,783 - CAGR: 3.62%