SBI Income Plus Arbitrage Active FoF.
SBI MF has launched SBI Income Plus Arbitrage
Active FoF. The fund will invest in units of actively managed debt schemes and
arbitrage MF scheme of SBI MF.
Income Plus Arbitrage FoF is a new fund category
and is similar to debt funds but with additional tax benefits compared to pure
debt funds.
The SBI Income Plus Arbitrage Fund of Fund aims to
allocate investments between debt-oriented and arbitrage mutual fund schemes,
depending on market conditions, to provide a combination of stability from debt
and market-neutral returns from arbitrage. The scheme offers a suitable tax
efficient option for conservative investors, HNIs, corporates managing
treasuries and anyone looking for optimal post-tax returns over a 2–3-year
horizon."
The first-tier underlying benchmarks for this fund
are 65% Nifty Composite Debt Index and 35% Nifty 50 Arbitrage Index.
Ardhendu Bhattacharya, Fixed Income Fund Manager,
will manage this fund.
- Close Date 30-Apr-2025
- Allotment Date 30-Apr-2025
- Risk O Meter
Low to Moderate Risk
Minimum Investment₹ 5,000
Minimum SP ₹ 500
