MonitorDirect · Growth
SBI Income Plus Arbitrage Active FOF
- NAV
- 10.7639
- 15 Sept 2026
- 1Y
- +5.8%
- Trailing CAGR
- AUM
- ₹1,813.93 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+5.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +5.5%
- Calendar-day CAGR
- Excess 1Y
- -0.7%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 4 days
- 40 recovered episodes
- Longest recovery
- 21 days
- Trough to prior peak
- Current spell
- 1 days
- Days below latest peak
- Time below peak
- +46%
- NAV observations
6 Jun 2025 – 1 Jul 2025
Trough 13 Jun 2025 · recovered in 18 days
-0.3%
7 May 2025 – 13 May 2025
Trough 9 May 2025 · recovered in 4 days
-0.2%
5 Aug 2025 – 3 Sept 2025
Trough 13 Aug 2025 · recovered in 21 days
-0.2%
10 Sept 2026 – open
Trough 11 Sept 2026 · not recovered
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
35
Vs category
45
Consistency
0
Risk-adjusted
36
Drawdown
99
Mean
43
Portfolio
31 Aug 2026 · 6 holdings.
- Top 5
- 99.1%
- Top 10
- n/a
- Largest holding
- 37.2%
- Effective holdings
- 3.8
SBI Arbitrage Fund Direct-Growth
Unspecified
37.2%
SBI Banking and PSU Debt Fund Direct-Growth
Unspecified
26.5%
SBI Corporate Bond Fund Direct - Growth
Unspecified
17.2%
SBI Short Term Fund Direct-Growth
Unspecified
14.6%
SBI Money Market Fund Direct-Growth
Unspecified
3.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
DECISION
Status moved from REVIEW to MONITOR.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.6%
- 3Y
- +7.2%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.52
- 3Y win
- +11%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +6.3%
- 3Y
- +12.4%
- Vol
- 8.8%
- Max DD
- -27.6%
- Sharpe
- 0.38
- 3Y win
- +14%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Gold ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +36.0%
- 3Y
- +35.0%
- Vol
- 15.3%
- Max DD
- -24.8%
- Sharpe
- 0.44
- 3Y win
- +52%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown