Home Funds Nippon India Income Plus Arbitrage Active Fund of

Nippon India Income Plus Arbitrage Active Fund of Fund- Direct Plan- Growth Option

Nippon India · Arbitrage
Low
₹10.61
Current NAV
25 Jun 2026
5.6%
1Y Return
6.6%
3Y CAGR
5.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.76%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.66).
  • Very large asset base (AUM: ₹11,710 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
1.16
Sharpe Ratio
0.46
Beta
4.66
Alpha
1.35
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Fund Details
Fund House Nippon India
Category Arbitrage
AUM ₹11710 Cr
Expense Ratio 0.76%
Min SIP ₹500
Min Lumpsum ₹1000
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