HSBC Income Plus Arbitrage Active FoF Direct-IDCW Payout
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Hybrid, Income plus Arbitrage, Principal at moderate risk
1 Year Return 5.68% at 22 Dec 2025 06:23 PM
Fund Details
NAV 18.8561
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹1000.0
Fund Age(Year) 11.65
Fund Size(in Crores) 697.0
Fund Performance
1 Month 0.19%
3 Month 1.35%
6 Month 2.57%
1 Year 5.68%
3 Year 7.94%
5 Year 6.37%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.35%) Market Cap Mid Cap 17.11 Small Cap 4.69 Large Cap 78.55 Top Sectors Consumer Staples 25.96 Technology 24.76 Capital Goods 15.9 Materials 9.7 Automobile 7.98 Energy 4.38 Financial 2.96 Chemicals 2.45 Metals & Mining 2.19 Services 2.08 Textiles 1.99 Top Holding Indian Railway Catering & Tourism 2.08 Tata Consultancy 4.47 Coal India 4.58 Hindustan Zinc 2.19 KPIT Technologies 1.75 HDFC AMC 2.96 Hindustan Aero 3.26 Havells India 1.94 Marico 2.77 Indraprastha Gas 1.26 Page Industries 1.99 HCL Technologies 4.64 Bharat Petroleum Corporation 3.12 Britannia Industries 4.35 Bharat Electronics 4.8 Asian Paints 5.12 Infosys 4.74 Pidilite Industries 2.45 Colgate-Palmolive (India) 3.61 Bajaj Auto 4.05 Tata Elxsi 1.68 Oracle Financial Services Software 1.68 Nestle India 5.15 ITC 4.77 Cummins India 3.39 LTIMindtree 2.76 Polycab India 2.51 Persistent Systems 3.04 Hero Motocorp 3.93 Hindustan Unilever 5.31
Debt & Others (-0.35%) Sector Allocation Reverse Repo 1.5 Net Payables -1.86 Margin Money 0.01 Debt Credit Ratings Debt Category Others -0.35
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.09%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Cheenu Gupta
Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Mahesh A Chhabria
Education Mr. Chhabria is a Commerce Graduate and has also pursued FCA and CFA.
Experience Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.
Asif Rizwi
Education Mr. Rizwi has done B.Tech and PGDM from IIM-C
Experience Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Gautam Bhupal
Education Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2014-04-30
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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