Home Funds Nippon India Income Plus Arbitrage Active Fund of

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

Nippon India · Arbitrage
Low
₹10.58
Current NAV
25 Jun 2026
7.0%
1Y Return
5.0%
3Y CAGR
6.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.75).
  • Very large asset base (AUM: ₹14,300 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
1.75
Sharpe Ratio
1.35
Beta
6.75
Alpha
2.01
Sortino
Fund Details
Fund House Nippon India
Category Arbitrage
AUM ₹14300 Cr
Expense Ratio 1.75%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Arbitrage
HDFC ARBITRAGE FUND - Regular Plan - Monthly IDCW Option
HDFC
₹11.41 7.9%
HDFC ARBITRAGE FUND - Regular Plan -Growth Option
HDFC
₹32.44 7.9%
ITI Arbitrage Fund - Direct Plan - IDCW Option
ITI
₹14.40 7.9%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
ITI
₹35.81 7.9%