Aditya Birla Sun Life Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹42.41
03 Nov 2026
NAV
7.5%
3Y CAGR
7.3%
5Y CAGR
7.4%
10Y CAGR
7.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.05
Sharpe
-10.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.06%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.40 L | 7.6% | -1.6% | 31.2% |
| 3 Years | ₹36.00 L | ₹39.98 L | 7.5% | 4.4% | 15.8% |
| 5 Years | ₹60.00 L | ₹71.47 L | 7.1% | 5.8% | 12.1% |
| 7 Years | ₹84.00 L | ₹1.07 Cr | 7.1% | 6.2% | 11.0% |
| 10 Years | ₹1.20 Cr | ₹1.71 Cr | 7.0% | 6.6% | 7.3% |
| 12 Years | ₹1.44 Cr | ₹2.24 Cr | 7.2% | 6.8% | 7.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.6% | 14.3% | 21.7% | -6.7% |
| 3 Years | 7.5% | 11.0% | 19.3% | -3.5% |
| 5 Years | 7.1% | 10.4% | 13.0% | -3.3% |
| 7 Years | 7.1% | 10.6% | 12.7% | -3.4% |
| 10 Years | 7.0% | 11.4% | 12.3% | -4.5% |
| 12 Years | 7.2% | 11.3% | 12.3% | -4.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.6% | 7.5% | -7.8% | 18.9% | 0.31 | 0.59 | 100% | — | — |
| 3 Years | 7.5% | 7.4% | 2.5% | 12.8% | 0.64 | 2.24 | 100% | — | — |
| 5 Years | 7.3% | 7.0% | 4.1% | 10.4% | 0.87 | 4.86 | 100% | — | — |
| 10 Years | 7.4% | 7.4% | 6.6% | 8.0% | 3.05 | — | 100% | — | — |
-10.1%
Max Drawdown
0 mo
Drawdown Duration
27 mo
Recovery Time
-1.5%
Avg Drawdown
Calmar Ratio by Duration
0.75
1Y
0.75
3Y
0.72
5Y
0.74
7Y
0.74
10Y
0.76
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.26 | 0.02 | 4.9% | -1.3% | 4.8% | -10.9% |
| 3 Years | +0.59 | 0.02 | 6.7% | -2.4% | 7.1% | 6.4% |
| 5 Years | -0.27 | 0.02 | 5.4% | -2.2% | 6.2% | 5.2% |
| 7 Years | +0.04 | 0.02 | 5.9% | -1.2% | 6.6% | 10.0% |
| 10 Years | +0.04 | 0.02 | 5.6% | -1.9% | 6.6% | 10.3% |
| 12 Years | +0.83 | 0.02 | 6.6% | -1.7% | 7.4% | 9.0% |
| 15 Years | +0.16 | 0.03 | 7.2% | -0.9% | 6.8% | 9.4% |