SBI Mutual Fund

SBI Income Plus Arbitrage Active FoF- Regular Plan- Growth

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

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.

No available Data

Similar Funds

SBI Mutual Fund
NAV / Fund Size₹829.38₹1,26,586.67 Cr
Other ETFsVery High RiskOther

-7.26%

1.56%

7.24%

8.76%

11.94%

HDFC Mutual Fund
NAV / Fund Size₹132.64₹38,018.02 Cr
Small Cap FundVery High RiskEquity

-1.75%

3.33%

14.53%

16.90%

16.67%

SBI Mutual Fund
NAV / Fund Size₹277.89₹3,187.45 Cr
Sectoral/ ThematicVery High RiskEquity

-8.41%

-1.09%

8.16%

12.73%

13.58%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000061453+2.4%+5.1%
SI07 May, 259000093393+3.8%+5.2%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.05 L.+5.1%+5.1%
SI07 May, 251 L.1.08 L.+7.7%+5.2%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹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.

Search Funds