Should I invest in Aditya Birla Sun Life Income Plus Arbitrage Active FOF?

We don't give personal investment advice. Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 10.1%. 5-year CAGR: 5.88%.

Aditya Birla Sun Life

Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option

Latest NAV

₹39.0057

As of

2 Jun 2026

2,809 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.02%	+0.30%	-0.32	87 / 109	Q4
1W	+0.11%	-0.70%	+0.81	27 / 109	Q1
2W	+0.15%	-0.35%	+0.50	37 / 109	Q2
1M	+0.13%	+2.29%	-2.15	74 / 109	Q3
3M	+0.56%	-0.25%	+0.81	37 / 106	Q2
6M	+1.62%	+9.88%	-8.26	54 / 92	Q3
YTD	+1.29%	+5.17%	-3.88	56 / 94	Q3
1Y	+4.09%	+33.10%	-29.00	44 / 76	Q3
2Y	+6.63%	+22.95%	-16.32	35 / 53	Q3
3Y	+6.68%	+21.56%	-14.88	42 / 46	Q4
4Y	+6.64%	+17.07%	-10.43	35 / 36	Q4
5Y	+5.88%	+13.33%	-7.44	25 / 26	Q4
7Y	+6.41%	+14.80%	-8.39	16 / 16	Q4
10Y	+6.70%	+11.19%	-4.49	12 / 12	Q4
Inception	+7.07%	+17.13%	-10.06	64 / 109	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.29%	+5.20%	-3.91	55 / 93
2025	+7.39%	+38.72%	-31.33	43 / 58
2024	+7.55%	+18.45%	-10.90	47 / 47
2023	+6.81%	+18.51%	-11.70	38 / 43
2022	+3.00%	+0.21%	+2.79	15 / 31
2021	+4.52%	+11.59%	-7.07	18 / 23
2020	+8.93%	+19.23%	-10.30	16 / 17
2019	+8.22%	+13.31%	-5.09	7 / 16
2018	+6.25%	+2.19%	+4.06	3 / 15
2017	+1.75%	+11.24%	-9.49	11 / 12
2016	+14.55%	+8.65%	+5.91	1 / 12

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.94%

130 windows

min -4.5% · max 16.4%

99% positive

3-Year rolling

+6.62%

106 windows

min 4.7% · max 11.3%

100% positive

5-Year rolling

+6.61%

82 windows

min 5.5% · max 9.5%

100% positive

7-Year rolling

+6.57%

57 windows

min 5.6% · max 7.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.28%

3-year · annualised

Sharpe ratio

-0.01

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.62%

Feb 2025 → Feb 2025

% positive months

94.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - Regular Plan - Growth Plan	HDFC	₹9.5833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Option	Nippon India	₹20.1044	3 Jun 2026
SBI GOLD FUND REGULAR PLAN - GROWTH	SBI	₹45.0074	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - Growth	Invesco	₹42.9701	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth	Bandhan	₹48.2908	3 Jun 2026
Quantum Gold Savings Fund - Regular Plan Growth Option	Quantum	₹58.2494	3 Jun 2026
Aditya Birla Sun Life Silver ETF FOF-Regular Growth	Aditya Birla Sun Life	₹39.3335	3 Jun 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth	Motilal Oswal	₹12.8724	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - Growth	Mirae Asset	₹11.2810	3 Jun 2026
Kotak Gold Silver Passive FOF - Regular Plan - Growth	Kotak	₹16.2720	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹39.0057
1 Jun 2026	₹39.0133
29 May 2026	₹38.9618
27 May 2026	₹38.9669
26 May 2026	₹38.9630
25 May 2026	₹38.9577
22 May 2026	₹38.9109
21 May 2026	₹38.9083
20 May 2026	₹38.9289
19 May 2026	₹38.9475

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option is ₹39.0057. It's a Fund of Funds - Domestic from Aditya Birla Sun Life, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option has NAV history starting from 13 Oct 2014, a track record of about 11 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option has delivered a absolute return of 4.09% — -29 pp behind the Fund of Funds - Domestic category average of 33.10%. The fund ranks #44 of 76 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option has delivered a CAGR of 6.68% — -14.88 pp behind the Fund of Funds - Domestic category average of 21.56%. The fund ranks #42 of 46 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option has delivered a CAGR of 5.88% — -7.44 pp behind the Fund of Funds - Domestic category average of 13.33%. The fund ranks #25 of 26 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹191,244 today — a multiplier of 1.91×, based on the 10-year CAGR of 6.70%. The category average over the same window would have grown ₹1 lakh to ₹288,801.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹702,847 today. That's an XIRR (money-weighted annualised return) of 6.26%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,655,098 (multiplier 1.38×). XIRR: 6.26%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option ranks #25 out of 26 funds in the Fund of Funds - Domestic category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.32%; this fund delivered 5.88%.

The worst peak-to-trough decline Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option has experienced over the last 5-year window is 10.11% — its NAV fell from a high on 30 Jun 2021 to a low on 02 Jul 2021. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option averaged 6.61% (best 9.47%, worst 5.54%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.81 — negative risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option returned 7.39% — lagging the Fund of Funds - Domestic category average of 38.72% by 31.33 pp. It ranked #43 of 58 in its category that year.

Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 10.1%. 5-year CAGR: 5.88%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Domestic

Recent NAVs

Frequently asked questions

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