April 22, 2025
mayank
SBI Income Plus Arbitrage Active FoF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. NFO Basic Details
4. NFO Benchmark Index
5. Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the SBI Income Plus Arbitrage Active FoF Open Date, Close Date?
NFO opens on April 23, 2025
NFO will close on April 30, 2025
Investment Strategy for this NFO?
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.
Basic Details
| Fund House | SBI Mutual Fund |
| Issue Open | 23 April 2025 |
| Issue Close | 30 April 2025 |
| Type | Open-ended |
| Category | Debt: Others |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Low to Moderate |
| Benchmark | NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) |
About Benchmark Index for this NFO?
Fund Managers of SBI Income Plus Arbitrage Active Fund oF Fund
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.
AMC
SBI Funds Management Ltd
Address: 9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East) Mumbai – 400051
Website: http://www.sbimf.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for SBI Income Plus Arbitrage Active FoF @ sahifund.com by Paresh Gordhandas, C.A., & Research Analyst
[ A ] Benchmark Performance of NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Ardhendu Bhattacharya
| Fund | SBI Floating Rate Debt Fund | It’s Benchmark | SBI Banking and PSU Fund | It’s Benchmark |
| 1 Year | 8.90 | 5.17 | 9.29 | 5.17 |
| 3 Year | 7.39 | 4.28 | 6.70 | 4.28 |
| 5 Year | — | — | 6.09 | 3.45 |
| 7 Year | — | — | 6.92 | 3.70 |
| 10 Year | — | — | 7.13 | 3.95 |
As on 22-4-2025
Note on Fund Managers’ performance
X
[ C ] Conclusion
X
Is it good to invest in SBI Income Plus Arbitrage Active Fund oF Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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