SBI Income Plus Arbitrage Active FOF-Reg(G)
- Other
- FoFs (Domestic)
- Moderate Risk
Fund Overview
- Assets Under Management (AUM)
- ₹1,824.71 Cr
- Expense Ratio
- 0.22%
- Riskometer
- Moderate
- Category
- FoFs (Domestic)
- Asset Type
- Other
- Benchmark
- BSE SENSEX - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 22 Apr 2025
- ISIN
- INF200KB1720
- Scheme Code
- 699G
- Fund Scheme ID
- 40029
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | 0.17% | 0.17% | 1.98% | 3.55% |
| 3 Months | 1.91% | 1.91% | 7.58% | 8.01% |
| 6 Months | 2.81% | 2.81% | 5.58% | 5.58% |
| 1 Year | 5.68% | 5.68% | 5.68% | 5.75% |
| Since Inception | 5.41% | 7.33% | 5.46% | 5.42% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Mutual Funds Units99.16%
- Cash & Cash Equivalents and Net Assets0.84%
Top Sectors
- Others98.78%
- Miscellaneous1.22%
Holdings
Overview of fund allocations across sectors and securities
Others
Value
₹1,802.45 Cr
Weightage
98.78%
Miscellaneous
Value
₹22.26 Cr
Weightage
1.22%
About
Fund Manager(s)
Mr. Ardhendu Bhattacharya
Launch Date
22 Apr 2025
Benchmark
BSE SENSEX - TRI
Objective
The investment objective of the scheme shall be 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.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- NIL
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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