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SBI Income Plus Arbitrage Active FOF- Direct Plan- Income Distribution Cum Capital Withdrawal Option

SBI · Arbitrage
Low
₹10.82
Current NAV
04 Nov 2026
5.2%
1Y Return
5.8%
3Y CAGR
5.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.33).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
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
1.33
Sharpe Ratio
1.23
Beta
1.83
Alpha
1.77
Sortino
Fund Details
Fund House SBI
Category Arbitrage
AUM ₹9380 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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