SBI Income Plus Arbitrage Active FoF
- NAV as on 16 Oct 2026
- ₹10.77+0.05%1 day
- Return since launch
- 5.2%
- 52-week range
- ₹10.26 — ₹10.78
- AUM
- ₹1,747 Cr
SBI Income Plus Arbitrage Active FoF is a Tax Efficient Income hybrid fund from SBI Mutual Fund with ₹1,747 Cr under management, launched in 2025. The expense ratio is 0.21% and the SEBI riskometer reading is Low to Moderate.
Performance
SBI Income Plus Arbitrage Active FoF NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +5.0% against +4.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 5.2% | +0.5 pts | 4.7% | 5.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 0.3% | +0.1 pts | 0.1% | 0.2% |
| 3M | 0.9% | +0.2 pts | 0.7% | 0.8% |
| 6M | 2.6% | +0.2 pts | 2.4% | 2.5% |
| 1Y | 5.0% | +0.4 pts | 4.7% | 4.9% |
Since launch (23 Apr 2025): 5.2%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
0.21%
Expense ratio as on 15 Oct 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.17%
- Brokerage
- 0.00%
- Transaction charges
- 0.00%
- Statutory levies
- 0.04%
- Exit load
- 0%
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NA
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at low to moderate risk — typically short duration debt schemes.
Portfolio
SBI Income Plus Arbitrage Active FoF portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Debt54.1%
- Other46.1%
Market cap split
- Large80.0%
- Mid17.1%
- Small2.8%
- P/E
- 15.78
- P/B
- 2.34
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| SBI Arbitrage Fund Direct-Growth | Unclassified | 37.19% | ₹675 Cr | +39.06% | +37.79% | +37.53% |
| SBI Banking and PSU Debt Fund Direct-Growth | Unclassified | 26.49% | ₹480 Cr | +28.22% | +16.33% | — |
| SBI Corporate Bond Fund Direct - Growth | Unclassified | 17.16% | ₹311 Cr | — | — | +51.75% |
| SBI Short Term Fund Direct-Growth | Unclassified | 14.62% | ₹265 Cr | +15.82% | +27.77% | — |
| company:17088 | Unclassified | 3.59% | ₹65.14 Cr | — | +16.74% | — |
| Others | Others | 0.95% | ₹17.20 Cr | -0.38% | -0.26% | -0.46% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:17088 | 0.00% | 3.59% | +3.59% |
| SBI Short Term Fund Direct-Growth | 17.36% | 14.62% | -2.74% |
| SBI Banking and PSU Debt Fund Direct-Growth | 28.49% | 26.49% | -2.00% |
| Others | -1.54% | -0.12% | +1.42% |
| SBI Corporate Bond Fund Direct - Growth | 17.69% | 17.16% | -0.53% |
| SBI Arbitrage Fund Direct-Growth | 37.03% | 37.19% | +0.16% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,985 Cr | 0.51% | 4.7% | 6.7% | 8.3% |
 ICICI Prudential Income Plus Arbitrage Omni FoF | ₹3,294 Cr | 0.27% | 4.7% | 6.7% | 8.6% |
 HDFC Income Plus Arbitrage Active FoF | ₹2,647 Cr | 0.34% | 4.5% | 4.9% | 8.5% |
 Axis Income Plus Arbitrage Omni FoF | ₹2,222 Cr | 0.54% | 4.9% | 6.5% | 6.8% |
 DSP Income Plus Arbitrage Omni FoF | ₹1,621 Cr | 0.86% | 3.8% | 6.0% | 7.2% |
 Franklin India Income Plus Arbitrage Active FoF | ₹142 Cr | 0.53% | 5.5% | 9.2% | 10.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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 managers
- Ardhendu BhattacharyaMr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months2.65% absolute | ₹60,000 | ₹61,590 | 2.65% | |
| 1 year5.05% annualised | ₹1,20,000 | ₹1,23,334 | 2.78% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.