SBI Income Plus Arbitrage Active FoF IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Income Plus Arbitrage Active FoF IDCW Reinvest Direct Plan

NAV
₹10.0755
-0.03%
(30 May)
Risk
Low to Moderate Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+31.0%
+11.0%
+11.0%
+11.0%
NA
3Y
+22.1%
+23.3%
+23.3%
+23.3%
NA
5Y
+14.4%
+30.8%
+30.8%
+30.8%
NA
ALL
+8.5%
+24.1%
+24.1%
+24.1%
+0.8%
VOL
13.2%
17.5%
17.5%
17.5%
1.5%
TER
0.1%
1.2%
1.2%
1.2%
NA
AUM
₹3,931 Cr
₹168 Cr
₹168 Cr
₹168 Cr
NA
INFO
0.64
1.37
1.37
1.37
0.52
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Income Plus Arbitrage Active FoF IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th May
Top holdings
SBI Corporate Bond Dir Gr
47.8%
SBI Arbitrage Opportunities Dir Gr
36.7%
SBI Magnum Gilt Dir Gr
13.9%
Treps
4.4%
Net Receivable / Payable
2.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme shall be 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Ardhendu Bhattacharya

FAQs