November 22, 2025
RA Jainee
SBI Income Plus Arbitrage Active FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: ₹ 10.3214
NAV IDCW: ₹ 10.3213
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 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.
Fund Manager:
1) Ardhendu Bhattacharya
Education: Mr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.
Experience: Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Investment Details
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of SBI Income Plus Arbitrage Active FoF
| Fund House | SBI Mutual Fund |
| Launch Date | 02-May-25 |
| Return Since Launch | 3.21% |
| Benchmark | NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) |
| Riskometer | Low to Moderate |
| Type | Open-ended |
| Assets | ₹ 1,969 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.10% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of SBI Income Plus Arbitrage Active Fund oF Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Income Plus Arbitrage Active FoF Dir | — | 0.01 | 0.50 | 1.69 | 2.54 | — | — | — | — | — |
| Hybrid: Income plus Arbitrage | — | 0.00 | 0.44 | 1.67 | 2.66 | — | — | — | — | — |
| Rank within category | — | 5 | 7 | 6 | 7 | — | — | — | — | — |
| Number of funds in category | 1 | 16 | 16 | 16 | 9 | 1 | 0 | 0 | 0 | 0 |
Peer Comparison of SBI Income Plus Arbitrage Active Fund oF Fund
| 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 (%) | |
| SBI Income Plus Arbitrage Active FoF Dir | Unrated | — | — | — | 0.10 | 1,969 | 3.21 | — | 6M | — |
| Kotak Income Plus Arbitrage Omni FoF Dir | Unrated | 7.89 | 8.20 | — | 0.07 | 6,949 | 8.20 | — | 3Y | — |
| HDFC Income Plus Arbitrage Active FoF Dir | Unrated | 3.31 | 13.07 | 14.67 | 0.07 | 2,132 | 11.42 | — | 12Y 10M | — |
| ICICI Pru Income Plus Arbitrage Active FoF Dir | Unrated | 7.24 | 11.65 | 11.20 | 0.03 | 1,918 | 9.74 | — | 12Y 10M | 3.00 |
| Axis Income Plus Arbitrage Active FoF Dir | Unrated | 8.67 | 8.15 | 6.72 | 0.05 | 1,895 | 7.28 | — | 5Y 9M | — |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,43,653 | 2,00,074 |
| Giant (%) | 57.11 | 52.39 |
| Large (%) | 27.75 | 27.90 |
| Mid (%) | 14.86 | 19.22 |
| Small (%) | 0.28 | 0.49 |
| Tiny (%) | — | — |
| Fund | Category | |
| Number of Securities | 4 | 4 |
| Macaulay Duration (yrs) | — | — |
| Average Maturity (yrs) | — | — |
| Yield to Maturity (%) | — | — |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For SBI Income Plus Arbitrage Active FoF
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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