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SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth

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NAV
₹ 10.0708 ₹ 0.01 (0.09 %)
as on 17-06-2025
Asset Size (AUM)
0 Cr
Launch Date
May 02, 2025
Investment Objective
The investment objective of the scheme shall be to generate regular income and capital appreciation by investing in a mix of units of actively managed debt-oriented schemes and actively managed Arbitrage mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in May 02, 2025
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0.62

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
0.3%
Volatility
0.0 %
Fund House
SBI Mutual Fund
Fund Manager
Ardhendu Bhattacharya
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
<p>Nil</p>
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 17-06-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth 02-05-2025 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Income plus Arbitrage Active FOF - Growth 18-12-2003 9.43 12.34 12.63 12.41 8.9
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 9.43 8.41 8.07 6.8 0.0
Kotak Income Plus Arbitrage FOF-Regular Plan-Growth 17-11-2022 9.3 8.79 0.0 0.0 0.0
DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth 21-08-2014 9.11 10.58 11.78 8.3 7.11
Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option 01-12-2006 8.89 7.89 7.47 6.3 7.16
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth 13-09-2004 8.81 7.69 7.34 5.93 7.16
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 6.94 7.86 8.0 7.26 6.51
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 2.61 12.45 16.19 17.26 11.25
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings