Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl
Get the latest NAV of Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹25.67
1D
NAV as on 23 Mar 2026
7.27%/per year
Since Inception
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Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl Performance vs. Fund of Funds Index
Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)
The fund has outperformed the benchmark (Fund of Funds Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Corporate & Government
Financial Services
36%
Corporate
34%
Government
25%
Financial Services
35%
Corporate
31%
Government
25%
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl Holdings Details
as on (28-Feb-26)
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.4% |
Benchmark | CRISIL Composite Bond TR INR |
| AUM | ₹1151 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹1,000 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 283.64% |
| Risk |   Low to Moderate Risk |
About Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Harshil Suvarnkar, Kaustubh Gupta. This fund gives you the benefit of diversification.
Key Parameters
- Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl has ₹1151 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl has given a CAGR return of 7.27% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.28%, 7.42% and 6.27% respectively.
Holdings
Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Government, Consumer Cyclical, Basic Materials, Industrial, Energy, Communication, Consumer Defensive, Health, Tech, Utilities, Real Estate.
Taxation
As it is a fund of funds mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl
The primary objective of the Scheme is to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the ABSLAMC process. There can be no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 1000.00. Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl has no lock in period.
Fund Manager
Harshil Suvarnkar
Fund Manager of Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl, since 28 March 2025
Kaustubh Gupta
Fund Manager of Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl, since 22 March 2021
- AUM of the fund stands at 1.2K Cr as of Feb'26
- AUM increased by 28.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl
How do I invest in Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Income plus Arbitrage Active FOF Direct Rnvstmnt of Inc Dis cum cptl wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.