Aditya Birla Sun Life Income Plus Arbitrage Active Fund of Funds Direct Growth
Scheme code: INF084M01DP2
NAV value:
₹ 41.0838
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: FoF Domestic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -7.84 | 18.92 | 7.69 | 7.68 | 37.82 |
| 3 year | 2.53 | 12.78 | 7.46 | 7.55 | 23.45 |
| 5 year | 5.88 | 10.42 | 7.00 | 7.40 | 10.6 |
| 7 year | 5.75 | 10.32 | 7.35 | 7.50 | 10.34 |
| 10 year | 7.02 | 8.01 | 7.51 | 7.52 | 10.54 |
| 12 year | 7.24 | 8.17 | 7.72 | 7.64 | 10.91 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,129 - Absolute Returns: ₹41,129 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,07,295 - Absolute Returns: ₹4,07,295 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,53,980 - Absolute Returns: ₹11,53,980 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,43,302 - Absolute Returns: ₹23,43,302 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,70,95,062 - Absolute Returns: ₹50,95,062 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,25,18,550 - Absolute Returns: ₹81,18,550 - CAGR: %Drawdown Metrics
Max Drawdown
-10.11 %
Drawdown Duration
0 months
Recovery Time
27 months
Avg Drawdown
-1.54 %
Calmar Ratio by Duration
1
Y
0.7599
3
Y
0.7471
5
Y
0.7322
7
Y
0.7421
10
Y
0.7441
12
Y
0.756
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 0.05 | 0.02 | 5.7 | -3.4 | 6.51 % | 4.00 % |
| 3 years | 0.93 | 0.02 | 7.4 | -3.1 | 7.54 % | 11.28 % |
| 5 years | -0.05 | 0.03 | 7.5 | -0.6 | 6.53 % | 9.44 % |
| 7 years | 0.43 | 0.02 | 5.9 | -1.6 | 7.00 % | 10.74 % |
| 10 years | 0.84 | 0.02 | 6.3 | -2.2 | 7.43 % | 12.06 % |
| 12 years | -0.39 | 0.02 | 6.3 | -2.2 | 6.17 % | 10.00 % |
| 15 years | -1.61 | 0.02 | 6.3 | -2.2 | 4.91 % | 7.92 % |