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HSBC Income Plus Arbitrage Active FOF Fund
Get the latest NAV of HSBC Income Plus Arbitrage Active FOF Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹23.42
1D
NAV as on 06 Feb 2026
7.49%/per year
Since Inception
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HSBC Income Plus Arbitrage Active FOF Fund Performance vs. Fund of Funds Index
Fund returns vs Benchmark returns vs Category Average returns as on (06-Feb-26)
The fund has outperformed the benchmark (Fund of Funds Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
HSBC Income Plus Arbitrage Active FOF Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Income Plus Arbitrage Active FOF Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
HSBC Income Plus Arbitrage Active FOF Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Financial Services, Corporate & Government
Financial Services
56%
Corporate
37%
Government
24%
Financial Services
59%
Corporate
34%
Government
31%
HSBC Income Plus Arbitrage Active FOF Fund Holdings Details
as on (31-Jan-26)
HSBC Income Plus Arbitrage Active FOF Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.5% |
Benchmark | Nifty Short Duration Debt TR INR |
| AUM | ₹670 Cr |
| Inception Date | 30 April, 2014 |
| Min Lumpsum/SIP | ₹5,000/₹1,000 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 98.61% |
| Risk |   Low to Moderate Risk |
About HSBC Income Plus Arbitrage Active FOF Fund
HSBC Income Plus Arbitrage Active FOF Fund is a hybrid fund. This fund was started on 30 April, 2014. The fund is managed by Mahesh Chhabria, Mohd Asif Rizwi. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Income Plus Arbitrage Active FOF Fund has ₹670 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.5.
Returns
HSBC Income Plus Arbitrage Active FOF Fund has given a CAGR return of 7.49% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.65%, 8.03% and 6.44% respectively.
Holdings
HSBC Income Plus Arbitrage Active FOF Fund has allocated its funds majorly in Financial Services, Corporate, Cash Equivalent, Government, Consumer Cyclical, Basic Materials, Energy, Industrial, Consumer Defensive, Utilities, Health, Tech, Communication, Real Estate.
Taxation
As it is a fund of funds mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HSBC Income Plus Arbitrage Active FOF Fund
The investment objective is to generate income / long-term capital appreciation by investing in units of debt-oriented and arbitrage schemes and money market instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Income Plus Arbitrage Active FOF Fund has no lock in period.
Fund Manager
Mahesh Chhabria
Fund Manager of HSBC Income Plus Arbitrage Active FOF Fund, since 13 March 2025
Mohd Asif Rizwi
Fund Manager of HSBC Income Plus Arbitrage Active FOF Fund, since 13 March 2025
- AUM of the fund stands at 669.6 Cr as of Dec'25
- AUM decreased by 27.4 Cr between Dec'25 and Nov'25
Frequently Asked Questions for HSBC Income Plus Arbitrage Active FOF Fund
How do I invest in HSBC Income Plus Arbitrage Active FOF Fund?
- Download the INDmoney app.
- Search for ‘HSBC Income Plus Arbitrage Active FOF Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.