SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option
Fund House: SBI Mutual Fund
Category: Fund of Funds-Income Plus Arbitrage
Status: Open Ended Schemes
Launch Date: 02-05-2025
Minimum Investment: 5000.0
Asset Class: Debt
Minimum Topup: 1000.0
Benchmark: NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35)
Total Assets: 1963.18 As on (30-09-2025)
Expense Ratio: 0.25% As on (29-09-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 29-10-2025
10.2652
-8.0E-4
CAGR Since Inception
2.56%
NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) 7.44%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option | - | - | - | - | 2.56 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | 6.28 | 9.31 | 8.27 | 7.92 | 4.78 |
Funds Manager
Mr. Ardhendu Bhattacharya,
RETURNS CALCULATORS for SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Income Plus Arbitrage Active FOF Reg Plan IDCW | 02-05-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Income Plus Arbitrage Active FOF Reg Gr | 05-01-2020 | 8.14 | 8.89 | 7.94 | 6.37 | 0.0 |
| ABSL Income Plus Arbitrage Active FOF Reg Plan Gr | 01-12-2006 | 7.73 | 7.93 | 7.48 | 6.0 | 6.79 |
| Kotak Income Plus Arbitrage Omni FOF Reg Plan Gr | 17-11-2022 | 7.65 | 8.38 | 0.0 | 0.0 | 0.0 |
| Bandhan Income Plus Arbitrage Active FOF Reg Plan Gr | 13-09-2004 | 7.46 | 7.82 | 7.35 | 5.65 | 6.99 |
| DSP Income Plus Arbitrage Omni FoF Reg Plan Gr | 21-08-2014 | 6.65 | 14.64 | 11.01 | 8.06 | 7.5 |
| ICICI Pru Income plus Arbitrage Active FOF Gr | 18-12-2003 | 5.89 | 10.73 | 11.32 | 10.91 | 8.8 |
| HSBC Income Plus Arbitrage Active FOF Gr | 30-04-2014 | 5.63 | 8.23 | 7.48 | 6.01 | 6.28 |
| HDFC Income Plus Arbitrage Active FOF Reg Gr | 06-02-2012 | 1.1 | 10.58 | 12.56 | 14.92 | 11.19 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option | - | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | - | - | - | - | - | - |