MonitorDirect · Growth
HSBC Income Plus Arbitrage Active FOF (erstwhile HSBC Managed Solution India - Conservative Plan)
HSBC Mutual FundFund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)12.4 years
- NAV
- 24.1752
- 15 Sept 2026
- 1Y
- +5.4%
- Trailing CAGR
- AUM
- ₹530.2 Cr
- 31 Aug 2026
- Volatility
- Low
- 3.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.4%
- 3Y+7.4%
- 5Y+6.2%
- 10Y+6.5%
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.4%
- 3Y+6.3%
- 5Y+6.8%
- 10Y+6.7%
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -0.8%
- Category median, same plan and option
- 3Y win rate
- +16%
- Windows beating the median
- 3Y percentile
- 13
- Vs comparable share classes
- Worst rolling 3Y
- +3.9%
- 2267 daily-ending windows
- Median rolling 3Y
- +6.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1785 daily-ending windows
- SIP 3Y XIRR
- +6.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 272 recovered episodes
- Longest recovery
- 136 days
- Trough to prior peak
- Current spell
- 1 days
- Days below latest peak
- Time below peak
- +69%
- NAV observations
14 Feb 2020 – 6 Jul 2020
Trough 23 Mar 2020 · recovered in 105 days
-5.1%
3 Jun 2019 – 24 Oct 2019
Trough 10 Jun 2019 · recovered in 136 days
-4.0%
4 Apr 2022 – 11 Aug 2022
Trough 16 Jun 2022 · recovered in 56 days
-3.0%
1 Dec 2016 – 12 Jan 2017
Trough 26 Dec 2016 · recovered in 17 days
-2.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
13
Vs category
45
Consistency
24
Risk-adjusted
59
Drawdown
87
Mean
46
Portfolio
31 Aug 2026 · 5 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 36.4%
- Effective holdings
- 3.5
HSBC Arbitrage Fund Direct-Growth
Unspecified
36.4%
HSBC Short Term Fund Direct-Growth
Unspecified
32.0%
HSBC Banking and PSU Debt Fund Direct-Growth
Unspecified
15.9%
HSBC Corporate Bond Direct-Growth
Unspecified
15.1%
Repo
Unspecified
0.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Silver ETF FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +72.5%
- 3Y
- +44.0%
- Vol
- 34.5%
- Max DD
- -45.3%
- Sharpe
- 0.83
- 3Y win
- +84%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Silver Fund of Fund
Axis Mutual Fund
- 1Y
- +73.8%
- 3Y
- +44.4%
- Vol
- 35.3%
- Max DD
- -46.1%
- Sharpe
- 1.04
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Gold ETF Fund of Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +34.8%
- 3Y
- n/a
- Vol
- 34.6%
- Max DD
- -26.0%
- Sharpe
- 1.12
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mirae Asset Hang Seng TECH ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- -19.2%
- 3Y
- +13.7%
- Vol
- 36.9%
- Max DD
- -47.8%
- Sharpe
- 0.10
- 3Y win
- +34%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mirae Asset S&P 500 Top 50 ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +42.2%
- 3Y
- +41.9%
- Vol
- 24.9%
- Max DD
- -29.9%
- Sharpe
- 0.95
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown