What is the current price / NAV of SBI Income Plus Arbitrage Active FOF?
The current NAV of SBI Income Plus Arbitrage Active FOF is ₹10.78, as of 18th September 2026.What are the returns of SBI Income Plus Arbitrage Active FOF?
The SBI Income Plus Arbitrage Active FOF was launched on 2nd May 2025. This mutual fund's past returns are as follows:- 1 Year Returns: 5.81%
What are the top 5 sectoral holdings of SBI Income Plus Arbitrage Active FOF?
The top sectors SBI Income Plus Arbitrage Active FOF has invested in are as follows:- Others | 98.93%
- Miscellaneous | 1.07%
What are the top 5 holdings of SBI Income Plus Arbitrage Active FOF?
The top 5 holdings for SBI Income Plus Arbitrage Active FOF are as follows:- SBI Arbitrage Fund - Direct Plan - Growth Option | 37.19%
- SBI BANKING & PSU DEBT FUND - Direct Plan - Growth Option | 26.49%
- SBI Corporate Bond Fund - Direct Plan - Growth Option | 17.16%
- SBI SHORT TERM FUND - DIRECT PLAN -Growth Option | 14.62%
- SBI Money Market Fund - Direct Plan - Growth Option | 3.59%
What is the asset allocation of SBI Income Plus Arbitrage Active FOF?
The asset allocation for SBI Income Plus Arbitrage Active FOF is as follows:- Mutual Funds | 99.05%
- Cash & Equivalents | 0.95%
What is the AUM of SBI Income Plus Arbitrage Active FOF?
The AUM (i.e. assets under management) of SBI Income Plus Arbitrage Active FOF is ₹1813.93 Cr as of 18th September 2026.What is the expense ratio of SBI Income Plus Arbitrage Active FOF?
The expense ratio of SBI Income Plus Arbitrage Active FOF Plan is 0.09 as of 18th September 2026.What is the alpha ratio of SBI Income Plus Arbitrage Active FOF?
The alpha ratio for the SBI Income Plus Arbitrage Active FOF is 0.53
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of SBI Income Plus Arbitrage Active FOF?
The volatility or standard deviation for the SBI Income Plus Arbitrage Active FOF is 0.75
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of SBI Income Plus Arbitrage Active FOF?
The Sharpe ratio for the SBI Income Plus Arbitrage Active FOF is 1.73
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of SBI Income Plus Arbitrage Active FOF?
The Sortino Ratio for the SBI Income Plus Arbitrage Active FOF is 0.23
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
SBI Income Plus Arbitrage Active FOF Direct Growth
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SBI Income Plus Arbitrage Active FOF Direct Growth
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
AvgAverage risk vs others in sub-category
Cost
AvgMarket standard costs, nothing exciting
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SBI Income Plus Arbitrage Active FOF Performance & Key Metrics
SBI Income Plus Arbitrage Active FOF Performance & Key Metrics
| No LabelNo Label | Expense RatioExpense Ratio | No LabelNo Label |
|---|---|---|
| 0.12 | 0.09 | 1.73 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.47 | 1.04 | — |
SBI Income Plus Arbitrage Active FOF Scheme InfoSBI Income Plus Arbitrage Active FOF Scheme Info
| PlanPlan | Lock inLock in Lock in Period Period before which your investment can't be withdrawn from the MF scheme | Exit LoadExit Load Exit Load The fee that the AMC charges investors at the time of exiting or redeeming their fund units. |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. Sip Investment If SIP investments are allowed in the fund or not | Min. LumpsumMin. Lumpsum Minimum Lumpsum Inv Amount Minimum investment the AMC allows in the given scheme via lumpsum route |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark Benchmark Index Benchmark index wrt which performance of the fund is tracked |
|---|
| NIFTY Composite Debt Index |
About FoFs (Domestic) - Hybrid
About FoFs (Domestic) - Hybrid
These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.
SBI Income Plus Arbitrage Active FOF Peers
SBI Income Plus Arbitrage Active FOF Peers & Comparison
OtherFoFs (Domestic) - Hybrid
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Income Plus Arbitrage Active FOF | 5.81% | — | 5.56% |
| ICICI Pru Dynamic Asset Allocation Active FOF | 1.77% | 10.57% | 11.99% |
| Kotak Income Plus Arbitrage Omni FOF | 5.93% | 7.57% | 7.61% |
| HDFC Multi-Asset Active FOF | 5.38% | 13.09% | 14.44% |
SBI Income Plus Arbitrage Active FOF Returns Comparison
Compare SBI Income Plus Arbitrage Active FOF with any MF, ETF, stock or index
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SBI Income Plus Arbitrage Active FOF Asset Allocation
SBI Income Plus Arbitrage Active FOF Asset Allocation
Actual
Target
Dec 2025
Mar 2026
Jun 2026
Aug 2026
Dec 2025
Mar 2026
Jun 2026
Aug 2026
SBI Income Plus Arbitrage Active FOF Sector Distribution
SBI Income Plus Arbitrage Active FOF Sector Distribution
Dec 2025
Mar 2026
Jun 2026
Aug 2026
SBI Income Plus Arbitrage Active FOF Sector Weightage
SBI Income Plus Arbitrage Active FOF Sector Weightage
SBI Income Plus Arbitrage Active FOF Current Holdings
SBI Income Plus Arbitrage Active FOF Current Holdings
Others
- ConstituentHolding Weight3M Change
- SBI Arbitrage Fund - Direct Plan - Growth Option3M change : 37.19 %
Holdings
37.19 %
37.19 % - SBI BANKING & PSU DEBT FUND - Direct Plan - Growth Option3M change : 26.49 %
Holdings
26.49 %
26.49 % - SBI Corporate Bond Fund - Direct Plan - Growth Option3M change : 0.29 %
Holdings
17.16 %
0.29 %
AMC Profile of SBI Income Plus Arbitrage Active FOF
AMC Profile of SBI Income Plus Arbitrage Active FOF
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
99
Total AUM
₹ 9,59,823.37 Cr.
SBI Income Plus Arbitrage Active FOF Manager Details
SBI Income Plus Arbitrage Active FOF Manager Details
SBI Income Plus Arbitrage Active FOF Manager Profile
SBI Income Plus Arbitrage Active FOF Manager Profile
Qualification
PGDM
Past Experience
Mr. Ardhendu Bhattacharya joined SBIFMPL in April 2019. He has over 11 years of experience in finance sector. Prior to joining SBIFMPL, he was previously associated with following entities. ICICI Bank Limited (June 2014 - April 2019) - Primarily involved in trading in money markets and short term corporate bonds Citibank N.A. ( April 2010 - June 2013) - Principally handled currency and trade sales.
Funds Managed (11)
SBI Income Plus Arbitrage Active FOF Manager Performance (0)
SBI Income Plus Arbitrage Active FOF Manager Performance (0)
SBI Income Plus Arbitrage Active FOF Review & Opinions
SBI Income Plus Arbitrage Active FOF Review & Opinions
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