HSBC Income Plus Arbitrage Active FoF Regular-Growth

Fund Details

NAV 22.3344

Sub-Type Income plus Arbitrage

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 12.11

Fund Size(in Crores) 552.73

Fund Performance

1 Month 0.38%

3 Month 0.81%

6 Month 1.79%

1 Year 4.18%

3 Year 6.74%

5 Year 5.6%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (65.39%) Market Cap Large Cap 51.79 Mid Cap 9.16 Small Cap 4.44 Top Sectors Financial 19.51 Consumer Staples 5.15 Energy 5.14 Automobile 4.82 Healthcare 4.81 Services 4.61 Construction 3.5 Chemicals 3.1 Communication 2.94 Capital Goods 2.45 Metals & Mining 2.1 Materials 1.97 Technology 1.9 Insurance 1.81 Consumer Discretionary 1.18 Textiles 0.4 Top Holding 360 One Wam 0.37 Aadhar Housing Fin 0.27 Aarti Industries 0.58 Axis Bank 1.67 Bajaj Finance 0.94 Bajaj Finserv 0.94 Bank Nifty 0.01 Bharat Heavy Electricals 1.23 Bharti Airtel 2.5 Billionbrains Garage Ventures 0.62 Britannia Industries 0.62 Cholamandalam Investment and Finance Company 0.49 Cipla 0.86 Coforge 0.57 Cummins India 0.54 Deepak Nitrite 0.07 Delhivery 0.61 Divi's Laboratories 0.91 DLF 0.49 Eternal 0.79 Gabriel India 0.4 HDFC AMC 0.87 HDFC Bank 4.67 HDFC Life Insurance 0.39 Healthcare Global Enterprises 0.5 Hindustan Aero 0.56 Hindustan Unilever 0.71 Hyundai Motor 0.56 ICICI Bank 4.08 Indusind Bank 0.47 Indus Towers 0.44 Infosys 0.88 Interglobe Aviation 0.66 ITC 1.46 JB Chemicals 0.55 Jindal Steel 0.57 Jubilant FoodWorks 0.4 Kotak Mahindra Bank 0.87 Larsen & Toubro 3 Mahindra & Mahindra 2.04 Max Healthcare Institute 0.79 Midwest 0.28 Nifty 50 0.07 NTPC 0.49 ONGC 0.84 Page Industries 0.4 Pidilite Industries 0.98 PI Industries 0.84 Power Grid Corporation Of India 0.3 Radico Khaitan 0.62 RBL Bank 0.54 Reliance Industries 3.26 Sagility 0.95 Sapphire Foods 0.28 SBI Life Insurance Company 1.42 Shriram Finance 0.35 SRF 0.62 State Bank of India 2.33 Sudeep Pharma 0.14 Sun Pharmaceutical Industries 0.57 Supreme Industries 0.82 Swiggy 0.48 Tata Consultancy 0.44 Tata Consumer Products 0.33 Tata Motors 0.73 Tata Power Company 0.25 Tata Steel 0.42 Tenneco Clean Air India 0.62 The Indian Hotels Company 0.43 Titan Company 1.18 Torrent Pharmaceuticals 0.47 TVS Motor Company 0.46 Ultratech Cement 0.87 United Spirits 0.83 Varun Beverages 0.58 Vedanta 0.26 Vedanta Aluminium Metal 0.12 Vedanta Iron And Steel 0.12 Vedanta Oil and Gas 0.12 Vedanta Power 0.12 Welspun Corp 0.49

Debt & Others (34.620000000000005%) Sector Allocation Certificate of Deposit 0.22 Floating Rate Bond 0.45 CBLO 3.48 Debt Credit Ratings Cash & Call Money 5.78 AAA 4.85 SOV 2.47 A+ 0.92 AA+ 0.9 Debt Category Uttar Pradesh State 0.23 Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A 0.23 REC 0.45 GMR Airports 0.47

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular-Growth Ret 1M 1.8% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular-IDCW Payout Ret 1M 1.8% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular-IDCW Reinvestment Ret 1M 1.8% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-Growth Ret 1M 0.2% Ret 1Y 12.36% Ret 3Y 15.7% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Ret 1M 0.2% Ret 1Y 12.36% Ret 3Y 15.7% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Reinvestment Ret 1M 0.2% Ret 1Y 12.36% Ret 3Y 15.7% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-Growth Ret 1M 0.33% Ret 1Y 10.58% Ret 3Y 17.04% Ret 5Y 12.73%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Ret 1M 0.33% Ret 1Y 10.58% Ret 3Y 17.04% Ret 5Y 12.73%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Payout Ret 1M 0.33% Ret 1Y 10.58% Ret 3Y 17.04% Ret 5Y 12.73%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-Growth Ret 1M 0.1% Ret 1Y 8.73% Ret 3Y 16.75% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-IDCW Ret 1M 0.1% Ret 1Y 8.73% Ret 3Y 16.75% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.51%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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

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.

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) 17

Date of Incorporation 2014-04-30

Total AUM 140597.86

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.