November 13, 2025
RA Jainee
Nippon India Income Plus Arbitrage Active FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.2354
NAV IDCW: Rs 10.2354
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
Fund’s Investment Strategy:
The scheme seeks to achieve stable returns while navigating market volatilities for its investors. This objective will be pursued by strategically investing in a diversified portfolio of open-ended debt oriented schemes, and units of Arbitrage funds of Nippon India Mutual Fund or any other Mutual Fund(s). There is no assurance that the investment objective of the scheme will be achieved.
Fund Manager:
1) Vikash Agarwal
Education: Mr. Agarwal is a B.Com., CA, CFA
Experience: Prior to joining Nippon AMC, he has worked with HDFC AMC, Larsen & Toubro Ltd.
2) Sushil Budhia
Education: Mr. Budhia has done CA
Experience: Prior to joining Nippon India Mutual Fund, he has worked with YES Bank as Senior President, Axis Bank and UTI Mutual Fund.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Nippon India Income Plus Arbitrage Active FoF
| Fund House | Nippon India Mutual Fund |
| Launch Date | 17-Jun-25 |
| Return Since Launch | 2.35% |
| Benchmark | CRISIL Short-Term Bond Index (60), NIFTY 50 Arbitrage TRI (40) |
| Riskometer | Moderate |
| Type | Open-ended |
| Assets | Rs 732 Cr |
| (As on 30-Sep-2025) | |
| Expense | 0.07% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Income Plus Arbitrage Active FoF Dir | — | 0.08 | 0.66 | 1.36 | — | — | — | — | — | — |
| Hybrid: Income plus Arbitrage | — | 0.07 | 0.61 | 1.32 | — | — | — | — | — | — |
| Rank within category | — | 1 | 3 | 10 | — | — | — | — | — | — |
| Number of funds in category | 1 | 18 | 18 | 18 | 9 | 1 | 0 | 0 | 0 | 0 |
Peer Comparison of Nippon India 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 (%) | |
| Nippon India Income Plus Arbitrage Active FoF Dir | Unrated | — | — | — | 0.07 | 732 | 2.35 | — | 4M | — |
| Kotak Income Plus Arbitrage Omni FoF Dir | Unrated | 7.87 | — | — | 0.07 | 6,346 | 8.22 | — | 2Y 11M | — |
| SBI Income Plus Arbitrage Active FoF Dir | Unrated | — | — | — | 0.10 | 1,963 | 2.93 | — | 6M | — |
| ICICI Pru Income Plus Arbitrage Active FoF Dir | Unrated | 6.59 | 11.99 | 11.57 | 0.03 | 1,820 | 9.75 | — | 12Y 10M | 3.00 |
| HDFC Income Plus Arbitrage Active FoF Dir | Unrated | 1.63 | 12.94 | 15.59 | 0.07 | 1,725 | 11.44 | — | 12Y 10M | — |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,15,687 | 1,99,532 |
| Giant (%) | 57.92 | 53.88 |
| Large (%) | 22.64 | 26.32 |
| Mid (%) | 19.20 | 19.47 |
| Small (%) | 0.23 | 0.35 |
| Tiny (%) | — | — |
| Fund | Category | |
| Number of Securities | 2 | 4 |
| Macaulay Duration (yrs) | — | — |
| Average Maturity (yrs) | — | — |
| Yield to Maturity (%) | — | — |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For Nippon India Income Plus Arbitrage Active Fund oF Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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