SBI Income Plus Arbitrage Active FOF Fund Direct Growth

SBI Income Plus Arbitrage Active FOF Fund Direct Growth is a hybrid fund. This fund was started on 23 April, 2025. The fund is managed by Ardhendu Bhattacharya. This fund gives you the benefit of diversification.

1. SBI Income Plus Arbitrage Active FOF Fund Direct Growth has ₹1171 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
2. The fund has an expense ratio 0.1.
   

SBI Income Plus Arbitrage Active FOF Fund Direct Growth has given a CAGR return of 0.72% since inception.

SBI Income Plus Arbitrage Active FOF Fund Direct Growth has allocated its funds majorly in Financial Services, Corporate, Cash Equivalent, Government, Industrial, Consumer Cyclical, Basic Materials, Tech, Consumer Defensive, Energy, Utilities, Health, Communication, Real Estate.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the scheme shall be to generate regular income and capital appreciation by investing in a mix of units of actively managed debt oriented schemes and actively managed Arbitrage mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Income Plus Arbitrage Active FOF Fund Direct Growth has no lock in period.