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

Fund House: SBI Mutual Fund
Category: Fund of Funds-Income Plus Arbitrage
Launch Date: 02-05-2025
Asset Class: Debt
Benchmark: NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35)
TER: -
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: -
Turn over: -

10.0418

0.33%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate regular income and capital appreciation by investing in a mix of units of actively managed debt oriented schemes and actively managed Arbitrage mutual fund schemes.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Income Plus Arbitrage Active FOF- Regular Plan- Income Distribution Cum Capital Withdrawal Option 02-05-2025 - - - - -
ICICI Prudential Income plus Arbitrage Active FOF - Growth 18-12-2003 11.06 12.97 11.99 13.21 8.7
Kotak Income Plus Arbitrage FOF-Regular Plan-Growth 17-11-2022 10.02 8.77 - - -
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 9.99 8.37 7.89 6.97 -
Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option 01-12-2006 9.21 7.96 7.39 6.5 7.02
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth 13-09-2004 8.89 7.65 7.18 6.15 7.18
DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth 21-08-2014 8.83 11.86 10.76 9.74 6.99
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 7.94 8.13 7.78 7.56 6.44
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 5.47 14.22 15.31 18.69 10.99

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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