SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth

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: 0.0 As on ()

Expense Ratio: 0.3% As on (31-05-2025)

Turn over: 81.00% | Exit Load:

NAV as on 11-06-2025

10.0594

-0.0065

CAGR Since Inception

0.51%

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- Growth - - - - 0.51
Benchmark - - - - -
Fund of Funds-Income Plus Arbitrage 8.54 9.72 9.2 8.03 6.49

Funds Manager

Ardhendu Bhattacharya

RETURNS CALCULATORS for SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth

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 Gr 02-05-2025 0.0 0.0 0.0 0.0 0.0
Axis Income Plus Arbitrage Active FOF Reg Gr 05-01-2020 9.88 8.48 8.05 6.85 0.0
DSP Income Plus Arbitrage FOF Reg Gr 21-08-2014 9.87 11.29 10.39 8.18 7.12
ICICI Pru Income plus Arbitrage Active FOF Gr 18-12-2003 9.77 12.67 12.02 12.45 8.95
Kotak Income Plus Arbitrage FOF Reg Gr 17-11-2022 9.63 8.78 0.0 0.0 0.0
ABSL Debt Plus Arbitrage FoF Sch Reg Gr 01-12-2006 9.28 7.96 7.48 6.39 7.13
Bandhan Income Plus Arbitrage FoF Reg Gr 13-09-2004 8.76 7.66 7.28 6.0 7.16
HSBC Income Plus Arbitrage Active FOF Gr 30-04-2014 7.5 8.05 7.82 7.28 6.49
HDFC Income Plus Arbitrage Active FOF Reg Gr 06-02-2012 3.61 13.01 14.98 17.24 11.36

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth - - - - - -
Fund of Funds-Income Plus Arbitrage - - - - - -