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Fund of Funds (Domestic)📊 65% NIFTY COMPOSITE DEBT INDEX + 35% NIFTY 50 ARBITRAGE INDEX

SBI Income Plus Arbitrage Active FoF · Regular · Growth

SBI Mutual Fund

#57 of 101 (1Y)

NAV

₹10.6002

as of 17 Jun 2026

Expense Ratio

0.21%

AUM

₹1,875 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.26%
3Y
5Y
Since Inception
+5.20%

SIP returns (XIRR)

1Y
+5.43%
3Y
5Y
Since Inception
+5.35%

Returns calculated from 23 April 2025 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹7,208

Benchmark

₹6,717

+₹491 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹7,000

Invested

₹7,208

Value today

5.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,291

Value today

5.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,37,923

Value today

+0.5%

vs lumpsum

STP beat direct lumpsum by 0.5% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-1.39

Sharpe Ratio

+0.00

Alpha

0.00

Beta

-1.45

Sortino

0.73%

Std Dev

-0.30%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseSBI Mutual Fund
CategoryFund of Funds (Domestic)
Benchmark65% NIFTY COMPOSITE DEBT INDEX + 35% NIFTY 50 ARBITRAGE INDEX ✓
Launch Date23 Apr 2025
AMFI Code153500
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNA

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

SBI Income Plus Arbitrage Active FoF · Regular · Growth by SBI Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

SBI Income Plus Arbitrage Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by SBI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,875 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 65% NIFTY COMPOSITE DEBT INDEX + 35% NIFTY 50 ARBITRAGE INDEX. The current expense ratio is 0.21%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations