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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
SBI Income Plus Arbitrage Active FoF Direct Growth
NAV: 28 Oct '26
₹10.80
Min. for SIP
₹500
Fund size (AUM)
₹1,747.30 Cr
Expense ratio
0.12%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,027 | +0.18% | |
| 6 months | ₹30,000 | ₹30,262 | +0.87% | |
| 1 year | ₹60,000 | ₹61,339 | +2.23% |
Holdings (7)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| SBI Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 46.90% |
| SBI Corporate Bond Fund Direct - Growth | Unspecified | Mutual Fund | 20.12% |
| SBI Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 14.62% |
| SBI Banking and PSU Debt Fund Direct-Growth | Unspecified | Mutual Fund | 10.39% |
| Repo | Unspecified | Repo | 4.34% |
| SBI Money Market Fund Direct-Growth | Unspecified | Mutual Fund | 3.75% |
| Net Payables | Unspecified | Net Payables | -0.11% |
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.8% | +2.6% | +5.1% | +8.0% |
| Category average (Hybrid Income plus Arbitrage) | +0.6% | +2.5% | +4.7% | +65.5% |
| Rank (Hybrid Income plus Arbitrage) | 2 | 4 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Check past data
Fund management
ABArdhendu BhattacharyaApr 2025 - PresentView details
AB
Ardhendu Bhattacharya
Apr 2025 - Present
View details
About SBI Income Plus Arbitrage Active FoF Direct Growth
SBI Income Plus Arbitrage Active FoF Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Ardhendu Bhattacharya is the Current Fund Manager of SBI Income Plus Arbitrage Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,53,224 Cr and the Latest NAV as of 28 Oct 2026 is ₹10.80.
The SBI Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
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.
Fund benchmark--
Fund house
Rank (total assets)#1 in India
Total AUM₹12,53,224.15 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,