HSBC Income Plus Arbitrage Active FOF - Growth Direct
HSBC Mutual Fund Other FoF Domestic
Expense Ratio
0.05%
AUM
₹389.32 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+2.24%
Below Average
6 Months
+4.49%
Below Average
1 Year
+5.92%
Below Average
3 Years
+7.97%
Poor
5 Years
+6.35%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹389.32 Cr
Recent Trend
Growing
Stability Score
193.4
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+38554.07%
3Y
3Y CAGR
+46314.38%
5Y
5Y CAGR
+52263.66%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
1.90%
Annualized standard deviation
Sharpe Ratio
0.492
Poor - Risk-adjusted return
Max Drawdown
-3.00%
Low - Worst decline
Consistency
85.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.12%
Average daily price movement
Annualized Volatility
1.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance