Aditya Birla Sun Life Income Plus Arbitrage Active FOF - Direct Plan has delivered 31.39% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #111 in its category based on 5-year returns.
The largest portfolio holding is ADITYA BIRLA SUN LIFE ARBITRAGE FUND DIRECT PLAN GROWTH with a portfolio weight of 36.31% .
The fund currently owns more than 7 stocks.
The top 10 holdings account for 100.00% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.78% | 2.52% |
| 2 Year Return | 23.39% | 14.81% |
| 3 Year Return | 33.27% | 41.29% |
| 4 Year Return | 44.14% | 54.54% |
| 5 Year Return | 66.49% | 61.66% |
| 6 Year Return | 78.16% | 80.31% |
| 7 Year Return | 114.52% | 90.53% |
| Expense Ratio | 0.05% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
36.31%
|
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| 2 |
27.13%
|
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| 3 |
18.08%
|
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| 4 |
17.47%
|
||
| 5 |
1.04%
|
||
| 6 |
0.01%
|
||
| 7 |
-0.04%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Income Plus Arbitrage Active FOF - Direct Plan is managed by BirlaSunLife .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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