Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.84%
NAV: ₹26.59 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

  • ₹1,046.1 Cr
    AUM
  • ₹26.59
    NAV
  • 0.06%
    Expense Ratio
As on Thu Nov 05, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly 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
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As on Thu Nov 05, 2026

Asset Allocation of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

debt instruments

64.94%

other assets or cash equivalents

35.19%
Large Cap: 72.60%
Mid Cap: 22.50%
Small Cap: 4.90%
Other: 0.00%
Top Holdings
Birla Sun Life Enhanced Arbitrage Fund Direct-growth
45.08%
Birla Sun Life Enhanced Arbitrage Fund Direct-growth
45.33%
Birla Sun Life Enhanced Arbitrage Fund Direct-growth
37.08%
Birla Sun Life Enhanced Arbitrage Fund Direct-growth
35.22%
Birla Sun Life Enhanced Arbitrage Fund Direct-growth
37.28%
 
Top Sectors
Unspecified
734.13%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

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%.
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%.
As evaluating long-term investments individuals also consider best sip based on investment horizon.

Read more
  • Harshil Suvarnkar

    Fund Manager

  • Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.

    Manager Education

  • Kaustubh Gupta

    Fund Manager

  • Mr. Gupta is a B.Com and a Chartered Accountant.

    Manager Education

Key Metrics of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

  • Standard Deviation
    1.40%
  • Mean
    6.87%
  • Sharpe Ratio
    0.93%
  • Sortino Ratio
    1.85%

Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly Fund Details

Fund Names Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly
Inception Date 01 Jan 2013
Lock In No Lock-in
 
Risk Principal at moderate risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly Fund Returns Comparison

Compare Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly with other mutual funds in the same category

Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

Franklin India Income Plus Arbitrage Active FOF Direct-Growth

Franklin India Income Plus Arbitrage Active FOF Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Income Plus Arbitrage Active FOF Direct-Growth trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
HDFC Income Plus Arbitrage Active FOF Direct-IDCW trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
Franklin India Income Plus Arbitrage Active FOF Regular-Growth trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
Franklin India Income Plus Arbitrage Active FOF Regular-IDCW trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
HDFC Income Plus Arbitrage Active FOF Regular-IDCW trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Aditya Birla Sun Life Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Regular-Growth increase ₹1,046 0.33% 0.75% 2.75% 4.67% 6.80%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-Growth increase ₹1,046 0.36% 0.84% 2.94% 5.03% 7.14%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Regular-IDCW Quarterly increase ₹1,046 0.33% 0.75% 2.75% 4.67% 6.80%
increase growth is based on 1-month returns of the funds

Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Income Plus Arbitrage Omni FOF Direct-Growth trend ₹7,896 ₹13.32 7.48% - -
Kotak Income Plus Arbitrage Omni FOF Regular-Growth trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Regular-IDCW trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹7,896 ₹13.32 7.48% - -
ICICI Prudential Income Plus Arbitrage Omni FOF-Growth trend ₹3,294 ₹67.41 8.97% 8.94% 8.68%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 ₹72.57 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 ₹56.12 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW trend ₹3,294 ₹51.72 8.97% 8.94% 8.68%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 ₹41.56 8.39% 9.42% 10.61%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 ₹46.01 8.95% 10.12% 11.41%
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Top funds are based on Fund AUM

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Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly Detailed Portfolio

Stocks Sector % of Holding Value
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified45.08%₹519.13 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified45.33%₹509.13 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified37.08%₹501.05 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified35.22%₹488.96 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified37.28%₹485.12 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified37.28%₹485.12 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.86%₹469.51 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.86%₹469.51 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified35.86%₹444.12 Cr
Aditya Birla Sun Life Banking And Psu Debt Fund Direct-growthUnspecified33.21%₹411.29 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified38.05%₹401.90 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified37.36%₹401.59 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified37.11%₹399.77 Cr
Aditya Birla Sun Life Banking And Psu Debt Fund Direct-growthUnspecified29.83%₹388.22 Cr
Aditya Birla Sun Life Banking And Psu Debt Fund Direct-growthUnspecified29.83%₹388.22 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.18%₹385.75 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.18%₹385.75 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.18%₹385.75 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.68%₹383.71 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified36.68%₹383.71 Cr
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Frequently Asked Questions

Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly

What is the current AUM of Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly?

As of Wed Sep 30, 2026, Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly manages assets worth ₹1,046.1 crore

How has Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly 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-IDCW Quarterly?

  • 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-IDCW Quarterly?

Equity: -0.12%, Debt: 64.94%, Others: 35.19%.

Who manages Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly?

Aditya Birla Sun Life Income Plus Arbitrage Active FOF Direct-IDCW Quarterly 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-IDCW Quarterly?

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-IDCW Quarterly 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-IDCW Quarterly focuses on?

  • Unspecified – 734.13% of the fund's portfolio
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