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SBI Income Plus Arbitrage Active FOF- Direct Plan- Growth

SBI · Arbitrage
Low
₹10.65
Current NAV
25 Jun 2026
5.2%
1Y Return
7.2%
3Y CAGR
5.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.52%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.22).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.22).
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
1.22
Sharpe Ratio
0.82
Beta
6.22
Alpha
1.49
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Fund Details
Fund House SBI
Category Arbitrage
AUM ₹3270 Cr
Expense Ratio 0.52%
Min SIP ₹500
Min Lumpsum ₹1000
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