SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth
| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 02-05-2025 |
| Asset Class: Debt |
| Benchmark: NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) |
| Expense Ratio: 0.3% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 0 Cr As on ( ) |
| Turn over: |
NAV (₹):
10.0559
₹ -0 ( -0.0338%)
as on
13-06-2025
CAGR
Since Inception -
0.47%
NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) -
%
Fund Managers
Ardhendu Bhattacharya
Investment Objective
The scheme seeks 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.
PERFORMANCE of SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth | - | - | - | - | 0.47 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | 8.07 | 9.81 | 9.23 | 8.04 | 6.47 |
RETURNS CALCULATOR for SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
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.
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 | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| 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 | 9.69 | 8.41 | 8.02 | 6.82 | 0.0 |
| ICICI Pru Income plus Arbitrage Active FOF Gr | 18-12-2003 | 9.52 | 12.5 | 12.23 | 12.46 | 8.95 |
| Kotak Income Plus Arbitrage FOF Reg Gr | 17-11-2022 | 9.35 | 8.75 | 0.0 | 0.0 | 0.0 |
| ABSL Debt Plus Arbitrage FoF Sch Reg Gr | 01-12-2006 | 9.07 | 7.92 | 7.44 | 6.35 | 7.18 |
| Bandhan Income Plus Arbitrage FoF Reg Gr | 13-09-2004 | 8.7 | 7.64 | 7.31 | 6.0 | 7.16 |
| DSP Income Plus Arbitrage FOF Reg Gr | 21-08-2014 | 8.18 | 11.21 | 10.34 | 8.51 | 7.08 |
| HSBC Income Plus Arbitrage Active FOF Gr | 30-04-2014 | 7.24 | 7.97 | 7.77 | 7.27 | 6.53 |
| HDFC Income Plus Arbitrage Active FOF Reg Gr | 06-02-2012 | 2.82 | 12.67 | 15.58 | 17.23 | 11.35 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of SBI Income Plus Arbitrage Active FOF- Regular Plan- Growth
Portfolio as on