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OmniAsset › Mutual funds › HSBC Income Plus Arbitrage Active FOF (erstwhile HSBC Managed Solution India - Conservative Plan)

HSBC Income Plus Arbitrage Active FOF (erstwhile HSBC Managed Solution India - Conservative Plan)

FoF · Domestic fund benchmarked to 65% NIFTY Short Duration Debt Index + 35% NIFTY 50 Arbitrage Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202619.324
CategoryFoF · Domestic
PlanDirect · Idcw
Launched9 Apr 2014
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-165% NIFTY Short Duration Debt Index + 35% NIFTY 50 Arbitrage Index
Expense ratiodirect plan, a year0.15%
AUM₹0.04 Cr
Growth of ₹10,000₹11,29510 May 2024 to 2 Sep 2026
₹11,295₹10,923₹10,552₹10,180₹9,809May 2024Dec 2024Jul 2025Feb 2026Sep 2026
₹11,295 (+2.5% a year) HSBC Income Plus Arbitrage Active FOF (erstwhile HSBC Managed Solution India - Conservative Plan)

Performance (trailing, annualised)

1Y annualised4.31%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,5373.93%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20255.89%

Rolling returns

Rolling 1Y · average68 windows since 13 May 20255.69%
Rolling 1Y · median5.84%
Rolling 1Y · worst window2.96%
Rolling 1Y · best window8.78%
Rolling 1Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)2.37%
Downside deviation (3Y)2.04%
Maximum drawdown-1.51%

Management

Fund managerMohd Asif Rizwi, Mahesh Chhabria
Managing since13 Mar 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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