SBI Income Plus Arbitrage Active FOF - Regular Plan - Growth
SBI Funds Management Ltd
₹10.77 (-0.01%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
5.24% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.27%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Fund of Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,028
Invested ₹1,000
▲+2.82%1 year
₹1,052
Invested ₹1,000
▲+5.24%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- ModerateThis fund
- Moderate to High
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Composite Debt TR INR |
| Weighting | 65% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +5.24% | — | — | — |
| Cumulative returns (%) | +5.24% | — | — | — |
Fund Manager
| Manager | Ardhendu Bhattacharya |
|---|---|
| Role | Manager |
| Manager Tenure | 1.44 yrs |
About Fund
| Date of Incorporation | 23 Apr 2025 |
|---|---|
| Fund House | SBI Funds Management Ltd |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| SBI Arbitrage Dir Gr | 42.67% |
| SBI Corporate Bond Dir Gr | 17.33% |
| SBI Low Duration Dir Gr | 15.84% |
| SBI Liquid Dir Gr | 11.15% |
| SBI Banking and PSU Debt Dir Gr | 10.08% |
| SBI Magnum Ultra Short Dur Dir Gr | 9.77% |
| SBI Short Term Dir Gr | 9.20% |
| SBI Money Market Dir Gr | 3.63% |
Investment Strategy
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.
Regular income and Capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.