SBI Income Plus Arbitrage Active FoF Regular - IDCW
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Hybrid, Income plus Arbitrage, Principal at moderate risk
1 Year Return 0.0% at 22 Dec 2025 06:23 PM
Fund Details
NAV 10.3292
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.64
Fund Size(in Crores) 2102.87
Fund Performance
1 Month 0.18%
3 Month 1.46%
6 Month 2.58%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (88.94%) Market Cap Small Cap 4.95 Mid Cap 17.91 Large Cap 66.07 Top Sectors Financial 13.89 Consumer Staples 13.31 Technology 13.18 Materials 9.65 Energy 8.11 Capital Goods 6.05 Automobile 5.37 Healthcare 5.29 Metals & Mining 3.06 Communication 3.02 Chemicals 2.94 Services 2.02 Consumer Discretionary 1.69 Insurance 0.87 Textiles 0.49 Top Holding Tata Elxsi 0.34 Mphasis 0.43 LIC Housing Fin. 0.52 NMDC 0.35 Glaxosmithkline Pharma 2 Torrent Pharmaceuticals 1.55 ITC 5.91 Jindal Stainless 0.65 ICICI Lombard Gen. Insurance 0.87 Ambuja Cements 0.91 Shree Cement 1.09 Suzlon Energy 1.65 Hindalco Industries 2.06 LTIMindtree 0.66 Tech Mahindra 0.76 Kotak Mahindra Bank 2.23 Page Industries 0.49 Bharti Airtel 3.02 Ultratech Cement 3.26 Bharat Petroleum Corporation 1.82 HCL Technologies 3.06 Interglobe Aviation 0.92 Bharat Electronics 3.91 Bajaj Finance 3.32 Abbott India 1.74 Schaeffler India 0.5 PI Industries 0.52 Petronet LNG 1.37 Eicher Motors 1.15 TVS Motor Company 1.5 Colgate-Palmolive (India) 1.48 Supreme Industries 0.36 ONGC 1.7 Coal India 2.6 Marico 1.3 Astral 0.35 Titan Company 1.69 Tata Consultancy 3.45 Trent 1.1 HDFC AMC 1.91 REC 1.23 Hindustan Unilever 2.51 Bajaj Auto 1.24 Coromandel International 0.76 Pidilite Industries 1.66 Tenneco Clean Air India 1.49 Britannia Industries 2.1 Emmvee Photovoltaic Power 1.53 SBI Cards 0.75 Power Grid Corporation Of India 1.7 ICICI Bank 3.92 Infosys 4.47 ACC 1.07
Debt & Others (11.06%) Sector Allocation Net Current Assets 0.07 Repo 11 Debt Credit Ratings Debt Category Others 11.06
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.24%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-05-02
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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