SBI Income Plus Arbitrage Active FOF Direct Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF200KB1753

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

23 Apr 2025

About this fund

This fund has been in existence for 20 days, having been launched on 23-Apr-25

SBI Income Plus Arbitrage Active FOF Direct Growth has given a CAGR return of -0.12% since inception.
You can start investing in SBI Income Plus Arbitrage Active FOF Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

-0.12%

— (Cat Avg.)

Risk & Performance Ratios

Fund Managers

Ardhendu Bhattacharya

Since April 2025

Additional Scheme Details

ISIN

INF200KB1753

Expense Ratio

Exit Load

No Charges

Fund Size

Age

0 month

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

NIFTY 50 Arbitrage PR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Fund of Funds Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
SBI Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	-	0.0%	-	-
SBI Income Plus Arbitrage Active FOF Regular Growth Low to Moderate Risk	-	0.0%	-	-
ICICI Prudential Thematic Advantage Fund (FOF) Direct Growth Very High Risk	1.1%	1.0%	₹2595.41 Cr	19.5%
HDFC Dynamic PE Ratio Fund of Funds Plan A Direct Growth Moderate Risk	0.2%	0.0%	₹69.69 Cr	7.0%
Aditya Birla Sun Life Active Debt MultiManager FOF Scheme Regular Growth Low to Moderate Risk	0.9%	0.0%	₹10.61 Cr	9.0%
ICICI Prudential Income Optimizer Fund (FOF) Direct Growth Moderate Risk	0.9%	0.0%	₹265.33 Cr	12.4%
Bandhan Asset Allocation FOF Aggressive Plan Direct Growth High Risk	0.5%	1.0%	₹19.06 Cr	9.9%
Aditya Birla Sun Life Financial Planning Fund Of Fund Aggressive Direct Growth Very High Risk	1.1%	1.0%	₹215.37 Cr	11.2%
Aditya Birla Sun Life Financial Planning Fund Of Fund Conservative Direct Growth High Risk	1.0%	1.0%	₹15.45 Cr	11.4%
Aditya Birla Sun Life Active Debt MultiManager FOF Scheme Direct Growth Low to Moderate Risk	0.6%	0.0%	₹10.61 Cr	9.4%
Aditya Birla Sun Life Asset Allocator FoF Direct Growth Very High Risk	0.9%	1.0%	₹202.77 Cr	12.9%
Aditya Birla Sun Life Financial Planning Fund Of Fund Moderate Direct Growth High Risk	1.2%	1.0%	₹36.55 Cr	11.4%
Bandhan Asset Allocation FOF Conservative Plan Direct Growth Moderately High risk	0.2%	1.0%	₹5.94 Cr	8.7%
Kotak All Weather Debt Fund of Funds Direct Growth Moderate Risk	0.1%	0.0%	₹775.78 Cr	10.4%
Kotak All Weather Debt Fund of Funds Regular Growth Moderate Risk	0.3%	0.0%	₹775.78 Cr	10.3%
Aditya Birla Sun Life Financial Planning Fund Of Fund Moderate Regular Growth High Risk	1.7%	1.0%	₹36.55 Cr	10.8%
Aditya Birla Sun Life Financial Planning Fund Of Fund Aggressive Regular Growth Very High Risk	1.9%	1.0%	₹215.37 Cr	10.4%
Aditya Birla Sun Life Financial Planning Fund Of Fund Conservative Regular Growth High Risk	1.5%	1.0%	₹15.45 Cr	10.9%
ICICI Prudential Passive Multi-Asset Fund of Funds Regular Growth High Risk	0.9%	1.0%	₹1124.73 Cr	12.1%
ICICI Prudential Passive Multi-Asset Fund of Funds Direct Growth High Risk	0.5%	1.0%	₹1124.73 Cr	12.5%
Mirae Asset Equity Allocator Fund of Fund Regular Growth Very High Risk	0.3%	0.0%	₹853.07 Cr	11.1%
Mirae Asset Equity Allocator Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹853.07 Cr	11.2%
Aditya Birla Sun Life Asset Allocator FoF Regular Growth Very High Risk	1.9%	1.0%	₹202.77 Cr	11.7%
Quantum Multi Asset Fund of Funds Regular Growth High Risk	0.5%	1.0%	₹64.93 Cr	13.3%
Quantum Equity FoF Regular Growth Very High Risk	0.8%	1.0%	₹124.12 Cr	13.1%
DSP Global Allocation Fund Direct Growth Very High Risk	1.5%	0.0%	₹114.56 Cr	11.0%
DSP Global Allocation Fund Regular Growth Very High Risk	2.1%	0.0%	₹114.56 Cr	10.3%
ICICI Prudential Asset Allocator Fund (FOF) Direct Growth High Risk	1.0%	1.0%	₹24411.73 Cr	11.4%
Nippon India Passive Flexicap FoF Regular Growth Very High Risk	1.0%	0.0%	₹226.34 Cr	9.2%
Nippon India Passive Flexicap FoF Direct Growth Very High Risk	0.7%	0.0%	₹226.34 Cr	9.6%
HDFC Dynamic PE Ratio Fund of Funds Plan A Regular Growth Moderate Risk	1.0%	0.0%	₹69.69 Cr	6.3%
Axis All Seasons Debt Fund of Funds Regular Growth Moderate Risk	0.5%	0.0%	₹203.04 Cr	10.1%
Axis All Seasons Debt Fund of Funds Direct Growth Moderate Risk	0.2%	0.0%	₹203.04 Cr	10.4%
ICICI Prudential Passive Strategy Fund (FOF) Direct Growth Very High Risk	0.3%	1.0%	₹181.02 Cr	15.5%
ICICI Prudential Debt Management Fund (FOF) Direct Growth Moderate Risk	0.9%	0.0%	₹110.93 Cr	9.6%
Kotak Multi Asset Allocator Fund of Fund - Dynamic Direct Growth Very High Risk	0.3%	1.0%	₹1651.60 Cr	10.5%
Franklin India Dynamic Asset Allo FOF Direct Growth High Risk	0.6%	1.0%	₹1272.48 Cr	9.6%
Bandhan Asset Allocation FOF Conservative Plan Regular Growth Moderately High risk	0.8%	1.0%	₹5.94 Cr	8.1%
Bandhan Asset Allocation FOF Moderate Plan Regular Growth High Risk	1.0%	1.0%	₹19.02 Cr	9.0%
Quantum Equity FoF Direct Growth Very High Risk	0.5%	1.0%	₹124.12 Cr	13.4%
Bandhan Asset Allocation FOF Moderate Plan Direct Growth High Risk	0.4%	1.0%	₹19.02 Cr	9.7%
Bandhan Asset Allocation FOF Aggressive Plan Regular Growth High Risk	1.2%	1.0%	₹19.06 Cr	9.1%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Regular Growth Very High Risk	2.1%	1.0%	₹75.39 Cr	11.0%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth Very High Risk	1.7%	1.0%	₹75.39 Cr	11.5%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Regular Growth High Risk	2.1%	1.0%	₹45.31 Cr	11.1%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth High Risk	1.6%	1.0%	₹45.31 Cr	11.6%
Bandhan All Seasons Bond Fund Direct Growth Moderately High risk	0.0%	0.0%	₹200.13 Cr	9.1%
Kotak Multi Asset Allocator Fund of Fund - Dynamic Regular Growth Very High Risk	1.0%	1.0%	₹1651.60 Cr	9.7%
ICICI Prudential India Equity FOF Direct Growth Very High Risk	1.2%	1.0%	₹157.97 Cr	10.9%
ICICI Prudential India Equity FOF Regular Growth Very High Risk	1.8%	1.0%	₹157.97 Cr	10.2%

Risk Level

Your principal amount will be at Low to Moderate Risk

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What is the current NAV of SBI Income Plus Arbitrage Active FOF Direct Growth?

The NAV of SBI Income Plus Arbitrage Active FOF Direct Growth, as of 09-May-2025, is ₹9.99.

Who manages the SBI Income Plus Arbitrage Active FOF Direct Growth?

The fund managers responsible for SBI Income Plus Arbitrage Active FOF Direct Growth are:-

Ardhendu Bhattacharya

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

Expense Ratio

ISIN

INF200KB1753

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

23 Apr 2025

Risk Level

Your principal amount will be at Low to Moderate Risk