SBI Income Plus Arbtrg Actv FOFRegIDCW-R

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Fund Details and Key Information

SBI Income Plus Arbtrg Actv FOFRegIDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹1801.38 Cr

• Expense Ratio: 0.26%

• Cash Holding: 64.71%

• Plan Type: Dividend

• Benchmark: NIFTY 50 Arbitrage PR INR

• Launch Date: 2025-04-23

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Returns and Performance

SBI Income Plus Arbtrg Actv FOFRegIDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.60%

• 3 Months: 1.25%

• 6 Months: 2.49%

• 1 Year: 5.19%

• 3 Years: -

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Risk Level and Volatility

Understanding risk is important before investing. SBI Income Plus Arbtrg Actv FOFRegIDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Low To Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Portfolio Allocation

The asset allocation of SBI Income Plus Arbtrg Actv FOFRegIDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: -0.12%

• Cash Allocation: 64.71%

This allocation plays a key role in determining the fund’s risk and return profile.

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Sector Allocation

SBI Income Plus Arbtrg Actv FOFRegIDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 3.00%

• Communication Services: 1.58%

• Consumer Cyclical: 2.15%

• Consumer Defensive: 1.52%

• Energy: 1.64%

• Financial Services: 10.87%

• Healthcare: 1.62%

• Industrials: 2.97%

• Real Estate: 0.72%

• Technology: 0.49%

• Utilities: 1.16%

Sector allocation data helps investors understand which industries the fund is focusing on.

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Fund House

SBI Income Plus Arbtrg Actv FOFRegIDCW-R is managed by:

AMC Name: SBI Funds Management Ltd

A strong fund house with a proven track record can improve investor confidence.

SBI Income Plus Arbtrg Actv FOFRegIDCW-R Minimum Investment

Investors can start investing in SBI Income Plus Arbtrg Actv FOFRegIDCW-R with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.