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

SBI · Arbitrage
Low
₹10.80
Current NAV
04 Nov 2026
5.0%
1Y Return
5.7%
3Y CAGR
5.9%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.57).
  • Very large asset base (AUM: ₹11,120 Cr) indicating high investor trust and liquidity.
  • 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
1.57
Sharpe Ratio
0.87
Beta
1.07
Alpha
1.99
Sortino
Fund Details
Fund House SBI
Category Arbitrage
AUM ₹11120 Cr
Expense Ratio 1.27%
Min SIP ₹500
Min Lumpsum ₹1000
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