Home Funds Aditya Birla Sun Life Income Plus Arbitrage Active

Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option

Aditya Birla Sun Life · Arbitrage
Low
₹41.81
Current NAV
25 Jun 2026
5.1%
1Y Return
7.1%
3Y CAGR
6.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.61%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.71
Sharpe Ratio
1.51
Beta
1.71
Alpha
0.93
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Arbitrage
AUM ₹6760 Cr
Expense Ratio 0.61%
Min SIP ₹500
Min Lumpsum ₹1000
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