SBI Income Plus Arbitrage Active FoF- Regular Plan- Income Distribution Cum Capital Withdrawal Option

Q: How to check the XIRR of SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option?

You can track the exact XIRR and portfolio overlapping of SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option?

Use the MutualSaathi Portfolio Analyzer to compare SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Mutual Fund

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

Fund5.51%

Cat. Avg.21.08%

FundN/A

Cat. Avg.16.61%

FundN/A

Cat. Avg.18.43%

FundN/A

Cat. Avg.13.03%

10Y

FundN/A

Cat. Avg.11.22%

Fund5.55%

Cat. Avg.13.38%

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

No available Data

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Top Sectors

No available Data

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Asset Class

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	Val (Cr)	% Assets
1	SBI Arbitrage Opportunities Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units	Mutual Fund/ETF	670.80	36.76%
2	SBI Banking & PSU Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units	Mutual Fund/ETF	516.74	28.32%
3	SBI Short Term Debt Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units	Mutual Fund/ETF	313.93	17.20%
4	SBI Corporate Bond Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units	Mutual Fund/ETF	307.85	16.87%
5	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	22.31	1.22%
6	Net Receivable / Payable	CASH	Others	Others	-6.92	-0.38%

Similar Funds

SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.38

NAV / Fund Size

₹317.05₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹317.05₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

ITI Small Cap Fund - Regular Plan - Growth Option

ITI Mutual Fund

Expense Ratio: 1.85

NAV / Fund Size

₹32.81₹2,795.70 Cr

Incep: 27-01-2020

Small Cap FundVery High RiskEquity

12.29%

9.03%

24.22%

15.95%

20.35%

Fund Details

ITI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹32.81₹2,795.70 Cr

Small Cap FundVery High RiskEquity

12.29%

9.03%

24.22%

15.95%

20.35%

SBI ELSS Tax Saver Fund - Regular Plan- Growth

SBI Mutual Fund

Expense Ratio: 1.57

NAV / Fund Size

₹440.31₹32,518.47 Cr

Incep: 24-02-1993

ELSSVery High RiskEquity

-0.52%

1.58%

16.33%

16.68%

12.59%

Fund Details

SBI ELSS Tax Saver Fund - Regular Plan- Growth

NAV / Fund Size₹440.31₹32,518.47 Cr

ELSSVery High RiskEquity

-0.52%

1.58%

16.33%

16.68%

12.59%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61720	+2.9%	+6.0%
SI	07 May, 25	75000	77633	+3.5%	+5.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.06 L.	+5.5%	+5.5%
SI	07 May, 25	1 L.	1.07 L.	+6.7%	+5.6%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.