ICICI Prudential Income Plus Arbitrage Active FoF

Current Fund Size :

₹ 7.93 Lakh

₹67.98

NAV

9.77% p.a.

Overall Return

0.07%

1-Day Change

0.03%

Expense Ratio

₹ 1,631 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

NA

Risk Level

Moderate Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹5000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

LTCG (After 1 Year)

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 7.93 Lakh

Returns Ratio

N/A

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 ICICI Prudential Income Plus Arbitrage Active FoF 5.32% 12.42% 11.7% 3.19 N.A. 1.63 3.22 1,631 Cr 12 yrs 8 m 0.03%
2 Axis Income Plus Arbitrage Active FoF 7.24% 8.22% 6.95% 1.87 N.A. 0.70 1.24 1,555 Cr 5 yrs 8 m 0.05%
3 Bandhan Income Plus Arbitrage Active FoF 7.55% 7.68% 6.14% 0.96 N.A. 0.97 1.66 1,399 Cr 12 yrs 8 m 0.04%
4 HSBC Income Plus Arbitrage Active FoF 5.0% 8.31% 7.04% 1.98 N.A. 0.64 0.98 612 Cr 11 yrs 5 m 0.09%
5 HDFC Income Plus Arbitrage Active FoF -1.27% 14.0% 15.81% 6.06 N.A. 1.04 1.55 1,618 Cr 12 yrs 8 m 0.07%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 0.64% 0.59%
2 3 Months 1.39% 1.21%
3 6 Months 3.46% 3.45%
4 1 Year 5.32% 5.18%
5 2 Years 10.57% 9.74%
6 3 Years 12.42% 10.57%
7 4 Years 10.4% 7.99%
8 5 Years 11.7% 9.33%
9 7 Years 10.47% 9.27%
10 10 Years 9.38% 8.89%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 ICICI Prudential Credit Risk Fund 5,993 Cr 9.51% View Detail
2 ICICI Prudential Nifty G-Sec Dec 2030 Index Fund 892 Cr 8.55% View Detail
3 ICICI Prudential Medium Term Bond Fund 5,704 Cr 9.27% View Detail
4 ICICI Prudential All Seasons Bond Fund 14,848 Cr 8.25% View Detail
5 ICICI Prudential Constant Maturity Gilt Fund 2,535 Cr 7.68% View Detail

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