HSBC Mutual Fund · Hybrid · Arbitrage · Regular plan
HSBC Arbitrage Fund - Regular Plan - Growth
₹20.4655NAV on 30 Oct 2026Expense ratio 2.07%
29 Oct 2025NAV low 19.31 · high 20.48+6.0%
In plain words
Over 3 years it returned +6.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.3%.
On 3-year return it ranks 18 of 25 funds in Arbitrage.
A monthly SIP over 3 years ended ₹3,984 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.4% | +1.9% |
| 3 months | +1.3% | -5.1% |
| 6 months | +2.8% | -3.2% |
| 1 year | +6.0% | -10.2% |
| 3 years (yearly) | +6.5% | +7.4% |
| Since start (yearly) | +6.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,227 | +5.8% |
| 3 years | ₹3,60,000 | ₹3,97,147 | +6.2% |
Other plan of this fund: HSBC Arbitrage Fund - Direct Plan - Growth