SBI Income Plus Arbitrage Active FoF

Current Fund Size :

N.A.

₹10.21

NAV

1.98%

Overall Return

0.05%

1-Day Change

0.1%

Expense Ratio

₹ 2,005 Cr

AUM (Fund Size)

5+ mos

Fund Age

Investment Policy

Benchmark

NA

Risk Level

Low to Moderate Risk

Min. Investment

SIP: ₹500 & 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

5 m since Apr 23, 2025

Current Value (Example)

N.A.

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 SBI Income Plus Arbitrage Active FoF N.A. N.A. N.A. N.A. N.A. N.A. N.A. 2,005 Cr 5 m 0.1%
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 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%
5 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%
6 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 0.56% 0.59%
2 3 Months 1.21% 1.21%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 SBI CRISIL IBX Gilt Index - June 2036 Fund 2,542 Cr 6.97% View Detail
2 SBI Credit Risk Fund 2,214 Cr 8.91% View Detail
3 SBI CRISIL IBX Gilt Index - April 2029 Fund 2,065 Cr 8.52% View Detail
4 SBI Magnum Constant Maturity Fund 1,853 Cr 7.04% View Detail
5 SBI Dynamic Bond Fund 3,965 Cr 6.14% View Detail
6 SBI Magnum Medium Duration Fund 6,516 Cr 7.93% View Detail

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