July 20, 2026
mayank
Aditya Birla (ABSL) Income Plus Arbitrage Active FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 41.93 |
| NAV Bonus (Rs.) | — |
| NAV IDCW Quarterly (Rs.) | 26.26 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | CRISIL Short-Term Bond Index (60), NIFTY 50 Arbitrage TRI (40) |
| AUM Rs. | 1,066 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.05% |
| 1 Year Return (%) | 5.42 |
| 3 Year Return (%) | 7.30 |
| 5 Year Return (%) | 6.24 |
| 10 Year Return (%) | 7.03 |
| Return Since Launch | 7.46% |
Suitable For Which Investors?
Income plus Arbitrage funds are suitable for:
1. Debt allocation in your long term portfolio
2. Earning marginally higher returns than fixed deposits, with moderate volatility and flexibility to redeem anytime
3. Investment horizon of 1-3 years
Note:
• Unlike FD, there is no guarantee of returns
• Not suitable for long term wealth creation
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
Fund’s Investment Strategy:
The scheme seeks to generate returns from a portfolio of pure debt oriented funds and Aditya Birla Sun Life Arbitrage Fund accessed through the diverse investment styles of underlying scheme selected in accordance with the ABSLAMC process.
Fund Manager:
1) Harshil Suvarnkar
Education: Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience: Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
2) Kaustubh Gupta
Education: Mr. Gupta is a B.Com and a Chartered Accountant.
Experience: Prior to joining Aditya Birla Sun Life AMC he has worked with ICICI Bank.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Aditya Birla (ABSL) Income Plus Arbitrage Active FoF
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 7.46% |
| Benchmark | CRISIL Short-Term Bond Index (60), NIFTY 50 Arbitrage TRI (40) |
| Riskometer | Moderate |
| Type | Open-ended |
| Assets | 1,066 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.05% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Aditya Birla (ABSL) Income Plus Arbitrage Active FoF Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Income Plus Arbitrage Active FoF Dir | 2.96 | 0.04 | 0.68 | 1.65 | 3.08 | 5.42 | 7.30 | 6.24 | 6.83 | 7.03 |
| Hybrid: Income plus Arbitrage | 3.20 | 0.04 | 0.70 | 1.72 | 3.20 | 5.67 | — | — | — | — |
| Rank within category | 16 | 13 | 10 | 16 | 16 | 13 | — | — | — | — |
| Number of funds in category | 20 | 22 | 22 | 22 | 21 | 16 | 0 | 0 | 0 | 0 |
Peer Comparison of Aditya Birla (ABSL) Income Plus Arbitrage Active FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Income Plus Arbitrage Active FoF Dir | Unrated | 5.42 | 7.30 | 6.24 | 0.05 | 1,066 | 7.47 | — | 13Y 6M | — |
| Kotak Income Plus Arbitrage Omni FoF Dir | Unrated | 5.86 | 7.82 | — | 0.06 | 7,730 | 7.77 | — | 3Y 8M | — |
| ICICI Pru Income Plus Arbitrage Omni FoF Dir | Unrated | 6.44 | 10.14 | 9.88 | 0.03 | 3,040 | 9.59 | — | 13Y 6M | 3.00 |
| HDFC Income Plus Arbitrage Active FoF Dir | Unrated | 5.60 | 9.92 | 10.85 | 0.02 | 2,416 | 11.14 | — | 13Y 6M | — |
| Axis Income Plus Arbitrage Active FoF Dir | Unrated | 5.93 | 7.83 | 6.76 | 0.05 | 2,133 | 7.14 | — | 6Y 5M | — |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,39,183 | 2,31,243 |
| Large (%) | 74.38 | 73.34 |
| Mid (%) | 20.52 | 21.19 |
| Small (%) | 5.10 | 5.74 |
| Fund | Category | |
| Number of Securities | 5 | 4 |
| Macaulay Duration (yrs) | 2.48 | 1.96 |
| Average Maturity (yrs) | 3.78 | 3.12 |
| Yield to Maturity (%) | 7.70 | 7.34 |
| Avg Credit Rating | AAA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR
https://mutualfund.adityabirlacapital.com/portal/investor/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status