SBI Income Plus Arbitrage Active FoF- Regular Plan- Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 0.23
Risk: Low to Moderate
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: Nifty Composite Debt Index 65% + Nifty 50 Arbitrage Index 35%
Inception: 23-04-2025
Exit Load: Nil
Fund Size:₹2,158.63 Cr
Performance
1Y
Fund5.10%
Cat. Avg.6.57%
2Y
FundN/A
Cat. Avg.15.12%
3Y
FundN/A
Cat. Avg.18.42%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund5.24%
Cat. Avg.11.44%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | SBI Arbitrage Opportunities Fund - Direct Plan - Growth Option | 670.80 | 36.76% |
| 2 | SBI Banking & PSU Fund - Direct Plan - Growth Option | 516.74 | 28.32% |
| 3 | SBI Short Term Debt Fund - Direct Plan - Growth Option | 313.93 | 17.20% |
| 4 | SBI Corporate Bond Fund - Direct Plan - Growth Option | 307.85 | 16.87% |
| 5 | TREPS | 22.31 | 1.22% |
| 6 | Net Receivable / Payable | -6.92 | -0.38% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61453 | +2.4% | +5.1% |
| SI | 07 May, 25 | 90000 | 93393 | +3.8% | +5.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +5.1% | +5.1% |
| SI | 07 May, 25 | 1 L. | 1.08 L. | +7.7% | +5.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.