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
Fund5.51%
Cat. Avg.21.08%
2Y
FundN/A
Cat. Avg.16.61%
3Y
FundN/A
Cat. Avg.18.43%
5Y
FundN/A
Cat. Avg.13.03%
10Y
FundN/A
Cat. Avg.11.22%
SI
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
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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 Aug, 25 | 60000 | 61720 | +2.9% | +6.0% |
| SI | 07 May, 25 | 75000 | 77633 | +3.5% | +5.8% |
Lumpsum Returns
| 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.
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Years
%
%
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 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.