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HybridArbitrage FundDirect · Growth

HSBC Arbitrage Fund - Direct Growth

HSBC · Scheme 151138

21.82 0.05%NAV · 2026-08-05
73
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.5%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.71%
3 Months+1.91%
6 Months+3.41%
1 Year+6.77%
3 Years (CAGR)+7.45%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+7.52%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns32
Consistency100
Risk-adjusted73
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Sortino ratio: 1.71
  • Volatility: 1% annualised
  • Max drawdown: -0%

What to watch

  • 3Y CAGR: +7.5%
  • 1Y return: +6.8%

Risk metrics

Sharpe ratio
0.99
Sortino ratio
1.71
Volatility
0.95%
Max drawdown
-0.31%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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