Fund Overview of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth
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₹1,046.1 CrAUM
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₹42.47NAV
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0.06%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.84% | NA | NA |
| 6 Months | 2.94% | NA | NA |
| 1 Year | 5.03% | 5.03% | NA |
| 2 Years | 13.28% | 6.43% | NA |
| 3 Years | 22.98% | 7.14% | NA |
| 5 Years | 35.48% | 6.26% | NA |
| 7 Years | 56.57% | 6.61% | NA |
| 10 Years | 90.31% | 6.65% | NA |
Asset Allocation of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth
debt instruments
64.94%other assets or cash equivalents
35.19%Launched on 01 Jan 2013, the fund aims Capital appreciation in the long term. Investment in a dynamically managed portfolio of debt funds and Aditya Birla Sun Life Arbitrage Fund. It manages assets worth ₹1,046.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.06%. Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth
The portfolio allocation consists of 64.94% in debt instruments, 35.19% in other assets or cash equivalents.Managed by Kaustubh Gupta, it has delivered a return of 5.03% in the last year, a total return since inception of 7.39%.
To take better investment decisions it helps to also explore best sip plans suited to long-term goals.
Key Metrics of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth
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Standard Deviation1.40%
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Mean6.87%
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Sharpe Ratio0.93%
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Sortino Ratio1.85%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth Fund Details
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Compare Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth with other mutual funds in the same category
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth
Franklin India Income Plus Arbitrage Active FOF Direct-Growth
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active FOF Direct-Growth |
₹142 | 0.31% | 1.06% | 5.81% | 12.88% | 10.44% |
| Franklin India Income Plus Arbitrage Active FOF Direct-IDCW |
₹142 | 0.31% | 1.06% | 5.81% | 12.88% | 10.44% |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹2,647 | 0.37% | 0.72% | 5.12% | 8.95% | 10.12% |
| HDFC Income Plus Arbitrage Active FOF Direct-IDCW |
₹2,647 | 0.37% | 0.72% | 5.12% | 8.95% | 10.12% |
| Franklin India Income Plus Arbitrage Active FOF Regular-Growth |
₹142 | 0.29% | 0.98% | 5.47% | 12.12% | 9.57% |
| Franklin India Income Plus Arbitrage Active FOF Regular-IDCW |
₹142 | 0.29% | 0.98% | 5.47% | 12.12% | 9.57% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹3,294 | 0.65% | 0.93% | 5.97% | 9.33% | 9.53% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹3,294 | 0.65% | 0.93% | 5.97% | 9.33% | 9.53% |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹2,647 | 0.35% | 0.64% | 4.79% | 8.39% | 9.42% |
| HDFC Income Plus Arbitrage Active FOF Regular-IDCW |
₹2,647 | 0.35% | 0.64% | 4.79% | 8.39% | 9.42% |
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Aditya Birla Sun Life Income Plus Arbitrage Active FOF Regular-Growth
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₹1,046 | 0.33% | 0.75% | 2.75% | 4.67% | 6.80% |
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Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly
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₹1,046 | 0.36% | 0.84% | 2.94% | 5.03% | 7.14% |
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Aditya Birla Sun Life Income Plus Arbitrage Active FOF Regular-IDCW Quarterly
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₹1,046 | 0.33% | 0.75% | 2.75% | 4.67% | 6.80% |
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Kotak Income Plus Arbitrage Omni FOF Direct-Growth |
₹7,896 | ₹13.32 | 7.48% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Regular-Growth |
₹7,896 | ₹13.24 | 7.28% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Regular-IDCW |
₹7,896 | ₹13.24 | 7.28% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Direct-IDCW |
₹7,896 | ₹13.32 | 7.48% | - | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF-Growth |
₹3,294 | ₹67.41 | 8.97% | 8.94% | 8.68% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹3,294 | ₹72.57 | 9.33% | 9.53% | 9.26% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹3,294 | ₹56.12 | 9.33% | 9.53% | 9.26% |
| ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW |
₹3,294 | ₹51.72 | 8.97% | 8.94% | 8.68% |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹2,647 | ₹41.56 | 8.39% | 9.42% | 10.61% |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹2,647 | ₹46.01 | 8.95% | 10.12% | 11.41% |
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 45.08% | ₹519.13 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 45.33% | ₹509.13 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 37.08% | ₹501.05 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 35.22% | ₹488.96 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 37.28% | ₹485.12 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 37.28% | ₹485.12 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.86% | ₹469.51 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.86% | ₹469.51 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 35.86% | ₹444.12 Cr |
| Aditya Birla Sun Life Banking And Psu Debt Fund Direct-growth | Unspecified | 33.21% | ₹411.29 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 38.05% | ₹401.90 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 37.36% | ₹401.59 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 37.11% | ₹399.77 Cr |
| Aditya Birla Sun Life Banking And Psu Debt Fund Direct-growth | Unspecified | 29.83% | ₹388.22 Cr |
| Aditya Birla Sun Life Banking And Psu Debt Fund Direct-growth | Unspecified | 29.83% | ₹388.22 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.18% | ₹385.75 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.18% | ₹385.75 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.18% | ₹385.75 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.68% | ₹383.71 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 36.68% | ₹383.71 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active FOF Direct-Growth |
₹25.56 | 12.88% | 10.44% | - |
| Franklin India Income Plus Arbitrage Active FOF Direct-IDCW |
₹23.43 | 12.88% | 10.44% | - |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹46.01 | 8.95% | 10.12% | - |
| HDFC Income Plus Arbitrage Active FOF Direct-IDCW |
₹40.41 | 8.95% | 10.12% | - |
| Franklin India Income Plus Arbitrage Active FOF Regular-Growth |
₹22.57 | 12.12% | 9.57% | - |
| Franklin India Income Plus Arbitrage Active FOF Regular-IDCW |
₹20.84 | 12.12% | 9.57% | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹72.57 | 9.33% | 9.53% | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹56.12 | 9.33% | 9.53% | - |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹41.56 | 8.39% | 9.42% | - |
| HDFC Income Plus Arbitrage Active FOF Regular-IDCW |
₹36.42 | 8.39% | 9.42% | - |
Frequently Asked Questions
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth
What is the current AUM of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth?
As of Wed Sep 30, 2026, Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth manages assets worth ₹1,046.1 crore
How has Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth performed recently?
- 3 Months: 0.84%
- 6 Months: 2.94%
What is the long-term performance of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth?
- 3 Years CAGR: 7.14%
- 5 Years CAGR: 6.26%
- Since Inception: 7.39%
What is the portfolio composition of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth?
Equity: -0.12%, Debt: 64.94%, Others: 35.19%.
Who manages Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth?
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth is managed by Kaustubh Gupta from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth?
Large Cap: 72.60%, Mid Cap: 22.50%, Small Cap: 4.90%.
Which are the top companies Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth has invested in?
- Birla Sun Life Enhanced Arbitrage Fund Direct-Growth – 45.08% of the fund's portfolio
- Birla Sun Life Enhanced Arbitrage Fund Direct-Growth – 45.33% of the fund's portfolio
- Birla Sun Life Enhanced Arbitrage Fund Direct-Growth – 37.08% of the fund's portfolio
- Birla Sun Life Enhanced Arbitrage Fund Direct-Growth – 35.22% of the fund's portfolio
- Birla Sun Life Enhanced Arbitrage Fund Direct-Growth – 37.28% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth focuses on?
- Unspecified – 734.13% of the fund's portfolio




