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- Plan- IDCW for NRI [10.11]

Min Investment

5,000

Fund Size

0

Expense Ratio

0.3%

Exit Load

%

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

10.11

0.00%

NAV as on 08 Jul 25, 12:00 AM

risk

arbitrage

equity

NAV as on 08 Jul 25, 12:00 AM

risk

arbitrage

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.00%p.a.

Since Inception

About SBI Income Plus Arbitrage Active FOF- Plan- IDCW for NRIs

NRIs can achieve long-term capital appreciation by investing in the SBI Income Plus Arbitrage Active FOF- Plan- IDCW scheme from SBI Funds Management Limited. It is a Arbitrage mutual fund scheme that predominantly invests in Arbitrage stocks of companies. Launched on Jan 1970, SBI Income Plus Arbitrage Active FOF- Plan- IDCW is Arbitrage fund of its category with 0 fund under management as on Jul 2025. The expense ratio of this fund is less than that of most other Fund category Arbitrage funds.

  • SBI Income Plus Arbitrage Active FOF- Plan- IDCW delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • SBI Income Plus Arbitrage Active FOF- Plan- IDCW 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 5 Holdings

SBI Corporate Bond Fund - Direct Plan - Growth Option

47.64%

SBI Arbitrage Opportunities Fund - Direct Plan - Growth Option

36.52%

SBI Magnum Gilt Fund - Direct Plan - Growth Option

13.80%

TREPS

2.67%

Net Receivables / Payables

-0.63%

Fund Managers

    Key Information

    View Scheme Document

    SBI Income Plus Arbitrage Active FOF- Plan- IDCW 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- Plan- IDCW

    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- Plan- IDCW?

    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- Plan- IDCW
    • 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