Aditya Birla Sun Life Income Plus Arbitrage Active FoF Regular-Growth - Returns, Rating & Analysis | Ionic Wealth
Aditya Birla Sun Life Income Plus Arbitrage Active FoF Regular-Growth
Hybrid
Income plus Arbitrage
₹0.01% 1D
NAV on
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Overview
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Summary
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Fund Overview
Rating
Not Rated
Minimum Investment
₹100
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹1075 Cr
Created on
5 Dec 2006
Fund Ranking
#
/ 0 in Income plus Arbitrage
Risk Level
Moderate
Moderate
Returns
Trailing Return
Rolling Return
6 Month
1.6%
1 Year
4.1%
3 Year (CAGR)
6.7%
All Time (CAGR)
7.3%
Category Return
6 Month
1.8%
1 Year
4.5%
3 Year (CAGR)
-
All Time (CAGR)
-
Asset Allocation
Equity
0.1%
Debt
73.5%
Other
26.4%
Top 5 Holdings
Top 5 Sectors
Others
-0.08%
Aditya Birla SL Income Direct-G
8.53%
Bandhan Banking and PSU Direct-G
20.05%
Aditya Birla SL Corporate Bond Direct-G
17.54%
ICICI Pru Corporate Bond Direct-G
2.75%
Fund Information
Expense Ratio
0.42%
Exit Load
No Exit Load
Lock-In Period
No Lock-In
Managed By
Kaustubh Gupta
March 2021 - Present
Harshil Suvarnkar
March 2025 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.48
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
1.25
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.00
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.