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Aditya Birla Sun Life Income Plus Arbitrage Active FOF- REGULAR - IDCW

Aditya Birla Sun Life · Arbitrage
Low
₹24.74
Current NAV
25 Jun 2026
6.2%
1Y Return
6.2%
3Y CAGR
5.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.87).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
  • 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
1.37
Sharpe Ratio
0.67
Beta
6.87
Alpha
1.88
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Arbitrage
AUM ₹7920 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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