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 (88.05%) Market Cap Large Cap 59.65 Mid Cap 14.38 Small Cap 14.03 Top Sectors Financial 23.68 Healthcare 9.46 Energy 9.24 Capital Goods 7.26 Automobile 6.36 Technology 6.04 Construction 5.28 Consumer Staples 5.26 Services 3.99 Communication 3 Chemicals 2.83 Insurance 2.14 Metals & Mining 1.09 Materials 0.89 Consumer Discretionary 0.83 Textiles 0.69 Top Holding Sansera Engineering 0.7 Sundaram Finance 0.7 RHI Magnesita 0.22 Abbott India 0.74 ICICI Prudential 0.29 Bharat Electronics 1.03 Mphasis 0.51 Britannia Industries 0.6 CG Power 0.87 Tata Consultancy 1.13 Pidilite Industries 2.12 Cohance Lifesciences 0.37 Awfis Space Solutions 0.81 State Bank of India 3.34 ICICI Bank 5.64 Jyothy Labs 0.38 JK Cement 0.83 Voltamp Transformers 0.27 Suzlon Energy 0.42 Hindalco Industries 0.52 Sun Pharmaceutical Industries 0.96 Torrent Power 0.74 Cipla 1.16 Titan Company 0.83 Bharat Petroleum Corporation 0.68 Tata Motors Passenger Vehicles 0.08 Mahindra & Mahindra 2.56 Jyoti CNC Automation 0.76 Zydus Lifesciences 0.37 Varun Beverages 0.84 Tata Motors 0.34 SBI Life Insurance Company 0.85 DOMS Industries 0.7 HDFC Life Insurance 1 Larsen & Toubro 3.26 Minda Corporation 1.18 Tata Steel 0.57 PG Electroplast 0.59 HDFC Bank 6.68 Shriram Finance 0.74 Can Fin Homes 0.12 ITC 0.33 Hyundai Motor 0.34 Power Grid Corporation Of India 0.01 Interglobe Aviation 0.54 Hindustan Aero 0.52 Premier Energies 0.73 Indian Bank 0.4 Apollo Hospitals Enterprise 0.95 Schaeffler India 0.25 GE Vernova T&D 0.71 Samvardhana Motherson 0.75 PI Industries 0.71 Bajaj Finance 2.22 Reliance Industries 5.82 Dixon Technologies (India) 0.69 Anant Raj 0.75 United Spirits 0.77 Coforge 0.36 Rites 0 Avenue Supermarts 0.65 Apar Industries 1.08 Eternal 0.86 Fortis Healthcare 1.24 Bharti Airtel 3 PNB Housing Finance 0.94 Coal India 0.06 NTPC 0.54 ONGC 0.09 eClerx Services 1.14 Cholamandalam Investment and Finance Company 0.49 Divi's Laboratories 1.33 Kaynes Technology India 0.93 Infosys 4.03 REC 0.46 Vijaya Diagnostic Centre 1.48 Titagarh Rail Systems 0.1 Hindustan Unilever 0.5 Tata Power Company 0.63 Sona BLW Precision Forgings 0.32 Arvind Fashions 0.69 Kotak Mahindra Bank 1.16 Brigade Enterprises 0.5 The Phoenix Mills 0.77 Bank of Baroda 0.78 Mankind Pharma 0.86 Nestle India 0.04
Debt & Others (11.94%) Sector Allocation CBLO 2.04 Net Receivables 0.11 GOI Securities 9.79 Debt Credit Ratings SOV 9.79 Cash & Call Money 2.16 Debt Category Others 2.16 GOI 9.79
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-Growth Ret 1M 0.15% Ret 1Y 6.98% Ret 3Y 7.32% Ret 5Y 5.9%
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Ret 1M 0.15% Ret 1Y 6.98% Ret 3Y 7.32% Ret 5Y 5.9%
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.15% Ret 1Y 6.98% Ret 3Y 7.32% Ret 5Y 5.9%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-Growth Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Half Yearly Payout Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Half Yearly Reinvestment Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Monthly Payout Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Monthly Reinvestment Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Payout Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Reinvestment Ret 1M 0.18% Ret 1Y 7.78% Ret 3Y 7.7% Ret 5Y 6.31%
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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