NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

SBI Income Plus Arbitrage Active FoF - Growth for NRI [10.45]

Min Investment

5,000

Fund Size

1,715.59 Cr

Expense Ratio

0.2%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.45

0.06%

NAV as on 18 Mar 26, 12:00 AM

risk

arbitrage

equity

NAV as on 18 Mar 26, 12:00 AM

risk

arbitrage

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

4.53%p.a.

Since Inception

About SBI Income Plus Arbitrage Active FoF - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the SBI Income Plus Arbitrage Active FoF - Growth scheme from SBI Mutual Fund. It is a Arbitrage mutual fund scheme that predominantly invests in Arbitrage stocks of companies. Launched on May 2025, SBI Income Plus Arbitrage Active FoF - Growth is Arbitrage fund of its category with 1,715.59 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Arbitrage funds.

  • SBI Income Plus Arbitrage Active FoF - Growth delivered 0.0% annual returns during the last year. It has delivered 4.5% average annual returns since the fund was launched.
  • SBI Income Plus Arbitrage Active FoF - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the scheme shall be to generate regular income and capital appreciation by investing in a mix of units of actively managed debt oriented schemes and actively managed Arbitrage mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top 10 Holdings

SBI Gilt Fund Direct-Growth

13.80%

SBI Arbitrage Opportunities Fund Direct-Growth

37.79%

Repo

1.50%

Net Payables

-0.13%

SBI Corporate Bond Fund Direct - Growth

36.17%

Net Receivables

9.93%

SBI Ultra Short Duration Fund Direct-Growth

9.77%

SBI Short Term Debt Fund Direct-Growth

27.77%

SBI Treasury Advantage Fund Direct-Growth

16.33%

SBI Savings Fund Direct-Growth

16.74%

Fund Managers

  1. Ardhendu Bhattacharya (Apr 2025 - Present)

Key Information

View Scheme Document

SBI Income Plus Arbitrage Active FoF - Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on SBI Income Plus Arbitrage Active FoF - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in SBI Income Plus Arbitrage Active FoF - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Income Plus Arbitrage Active FoF - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions