Aditya Birla Sun Life Income Plus Arbitrage Active FoF- Direct Plan - Growth Option
Expense Ratio: 0.06
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI
Inception: 08-12-2006
Exit Load: Nil
Fund Size:₹1,347.12 Cr
Performance
1Y
Fund4.80%
Cat. Avg.7.15%
2Y
Fund6.11%
Cat. Avg.15.34%
3Y
Fund7.14%
Cat. Avg.18.72%
5Y
Fund6.20%
Cat. Avg.12.38%
10Y
Fund6.60%
Cat. Avg.11.51%
SI
Fund7.51%
Cat. Avg.12.46%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
Tap to expand
Debt Ratings
Tap to expand
Debt Instruments
Tap to expand
Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan | 385.75 | 36.18% |
| 2 | Aditya Birla Sun Life Banking & PSU Debt Fund- Direct Plan-Growth | 294.70 | 27.64% |
| 3 | Aditya Birla Sunlife Floating Rate Fund - Direct Plan - Growth | 191.27 | 17.94% |
| 4 | Aditya Birla Sun Life Corporate Bond Fund - Growth - Direct Plan | 185.40 | 17.39% |
| 5 | ABSL GOVERNMENT SEC FUND-DG | 8.93 | 0.84% |
| 6 | Clearing Corporation of India Limited | 0.66 | 0.06% |
| 7 | Net Receivables / (Payables) | -0.41 | -0.04% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61396 | +2.3% | +4.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.5% | +5.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.97 L. | +9.7% | +6.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.54 L. | +17.9% | +6.7% |
| 10Y | 07 Nov, 16 | 6 L. | 8.41 L. | +40.2% | +6.6% |
| SI | 07 Nov, 14 | 7.20 L. | 10.97 L. | +52.3% | +6.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +4.8% | +4.8% |
| 2Y | 16 Oct, 24 | 1 L. | 1.13 L. | +12.6% | +6.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.23 L. | +23.0% | +7.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.35 L. | +35.1% | +6.2% |
| 10Y | 17 Oct, 16 | 1 L. | 1.89 L. | +89.4% | +6.6% |
| SI | 13 Oct, 14 | 1 L. | 2.39 L. | +138.7% | +7.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.