Aditya Birla Sun Life Income Plus Arbitrage Active FoF- Direct Plan - Growth Option
Expense Ratio: 0.06
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI
Inception: 08-12-2006
Exit Load: Nil
Fund Size:₹1,347.12 Cr
Performance
1Y
Fund5.41%
Cat. Avg.22.35%
2Y
Fund7.22%
Cat. Avg.16.98%
3Y
Fund7.30%
Cat. Avg.18.87%
5Y
Fund6.25%
Cat. Avg.13.42%
10Y
Fund7.03%
Cat. Avg.11.79%
SI
Fund7.59%
Cat. Avg.14.90%
Fund Facts
Manager(s)
Vinod Bhat
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
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan | 399.77 | 37.11% |
| 2 | Aditya Birla Sun Life Banking & PSU Debt Fund- Direct Plan-Growth | 249.16 | 23.13% |
| 3 | Aditya Birla Sunlife Floating Rate Fund - Direct Plan - Growth | 237.56 | 22.05% |
| 4 | Aditya Birla Sun Life Corporate Bond Fund - Growth - Direct Plan | 189.39 | 17.58% |
| 5 | Clearing Corporation of India Limited | 0.68 | 0.06% |
| 6 | Net Receivables / (Payables) | 0.60 | 0.06% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61662 | +2.8% | +5.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.3% | +6.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.99 L. | +10.6% | +6.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.56 L. | +18.6% | +6.9% |
| 10Y | 08 Aug, 16 | 6 L. | 8.47 L. | +41.2% | +6.8% |
| SI | 07 Nov, 14 | 7.05 L. | 10.72 L. | +52.1% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.05 L. | +5.4% | +5.4% |
| 2Y | 15 Jul, 24 | 1 L. | 1.15 L. | +15.0% | +7.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.23 L. | +23.5% | +7.3% |
| 5Y | 15 Jul, 21 | 1 L. | 1.35 L. | +35.4% | +6.3% |
| 10Y | 15 Jul, 16 | 1 L. | 1.97 L. | +97.2% | +7.0% |
| SI | 13 Oct, 14 | 1 L. | 2.37 L. | +136.6% | +7.6% |
SIP Planner
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
₹9.00LTotal Gained
₹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.