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Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option
★★★★★ monitor_heart Health Score: 58/100 · AverageAditya Birla Sun Life Mutual Fund · Debt · Others
₹41.97
AUM: ₹1,066 Cr
NAV updated about 12 hours ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
Shravan Kumar Sreenivasula
Inception
Jan 2013
Benchmark
CRISIL Composite Bond Index
Sharpe Ratio
-0.99
Std Dev (1Y)
0.93%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.51%
3m
+1.74%
6m
+3.0%
1y
+5.28%
3y
+7.26%
5y
+6.24%
10y
+6.97%
since inception
+7.59%
rate_review TopFund's Take on Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option sits in the middle of the pack for Others funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 58/100.
Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 45% below the Others category average of 0.11% (based on 41 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.99 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.93% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option
The current NAV (Net Asset Value) of Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option is ₹41.97. NAV is updated every business day after market close by AMFI.
1Y: 5.28% · 3Y CAGR: 7.26% · 5Y CAGR: 6.24%
The expense ratio is 0.06% per annum — the annual fee deducted from your investment to cover fund management costs.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option is managed by Shravan Kumar Sreenivasula at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option is a Others fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option is ₹1,066 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.