HSBC Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹24.03
03 Jul 2026
NAV
6.9%
3Y CAGR
6.7%
5Y CAGR
7.0%
10Y CAGR
7.0%
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.
2.54
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.
NA
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 | 7.0% | -3.6% | 15.9% |
| 3 Years | ₹36.00 L | ₹39.71 L | 6.8% | 2.5% | 9.7% |
| 5 Years | ₹60.00 L | ₹71.03 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% | 6.6% | 7.3% |
| 12 Years | ₹1.44 Cr | ₹2.18 Cr | 6.8% | 6.7% | 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 | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.0% | 14.5% | 23.2% | -7.5% |
| 3 Years | 6.8% | 11.2% | 20.0% | -4.3% |
| 5 Years | 6.7% | 10.4% | 13.3% | -3.8% |
| 7 Years | 6.7% | 10.6% | 12.9% | -3.9% |
| 10 Years | 6.9% | 11.5% | 12.2% | -4.5% |
| 12 Years | 6.8% | 11.4% | 12.5% | -4.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.1% | 7.2% | -0.2% | 15.1% | 0.20 | 0.33 | 100% | — | — |
| 3 Years | 6.9% | 6.8% | 3.9% | 10.2% | 0.33 | 0.68 | 100% | — | — |
| 5 Years | 6.7% | 6.7% | 5.2% | 8.5% | 0.34 | 0.63 | 100% | — | — |
| 10 Years | 7.0% | 7.0% | 6.6% | 7.5% | 2.54 | — | 100% | — | — |
-5.1%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-0.4%
Avg Drawdown
Calmar Ratio by Duration
1.38
1Y
1.33
3Y
1.30
5Y
1.31
7Y
1.37
10Y
1.40
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.04 | 0.01 | 4.6% | -2.9% | 5.4% | -1.6% |
| 3 Years | +0.94 | 0.08 | 11.6% | 2.1% | 7.5% | 7.3% |
| 5 Years | -0.26 | 0.09 | 12.2% | 5.1% | 6.5% | 8.9% |
| 7 Years | -0.13 | 0.10 | 13.2% | 7.1% | 6.9% | 11.9% |
| 10 Years | -0.36 | 0.10 | 13.8% | 7.6% | 6.6% | 10.9% |
| 12 Years | +0.28 | 0.11 | 14.9% | 8.0% | 7.2% | 10.1% |
| 15 Years | -0.77 | 0.11 | 15.1% | 8.2% | 6.0% | 9.0% |