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Best FoF Income Plus Arbitrage Funds in 2025

What are Other: FoF Income Plus Arbitrage funds?

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
19	9.81%	11.36%

This fund category is an example of Other Schemes – Index Funds, ETFs and Fund of Funds.

Other schemes include Index Funds, Exchange Traded Funds (ETFs), and Fund of Funds (FoFs). Index Funds and ETFs are passively managed, tracking market indices to replicate their performance at low cost. Fund of Funds invest in other mutual funds to provide diversification across asset classes and fund houses. These schemes suit investors seeking broad market exposure, diversification, and cost efficiency with minimal active management.

Trailing returns for Other: FoF Income Plus Arbitrage funds

These are average returns over the indicated period.

Monthly trailing returns:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
0.40%	0.67%	0.60%	0.05%	0.56%	0.34%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
1.07%	1.19%	2.75%	1.78%	0.20%	3.98%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
6.98%	10.63%	11.81%	3.53%	10.93%	9.19%

Rolling returns for Other: FoF Income Plus Arbitrage funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-9.98%	2.58%	2.61%	3.87%	8.02%	9.0%
Median	7.63%	7.55%	8.53%	8.45%	8.55%	9.03%
Maximum	24.24%	11.33%	12.62%	11.87%	9.94%	9.05%
Risk	6.07%	1.78%	2.44%	1.73%	0.36%	0.02%
Sharpe Ratio	10.41%	30.61%	62.6%	83.77%	433.07%	12918.18%

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-9.98%	8.23%	9.29%	9.19%	9.52%	9.08%
Median	7.63%	8.4%	9.36%	9.25%	9.57%	9.11%
Maximum	24.24%	8.56%	9.41%	9.28%	9.6%	9.13%
Risk	6.07%	0.1%	0.04%	0.03%	0.03%	0.02%
Sharpe Ratio	10.41%	1427.27%	5594.74%	7834.78%	9473.68%	12333.33%

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-4.56%	5.58%	4.06%	5.57%	8.08%	8.6%
Median	7.48%	8.37%	8.44%	8.14%	8.47%	8.63%
Maximum	24.13%	11.92%	12.52%	11.6%	9.3%	8.66%
Risk	5.29%	1.43%	1.86%	1.19%	0.21%	0.02%
Sharpe Ratio	9.04%	95.79%	77.18%	95.91%	690.6%	6711.76%

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-6.11%	6.21%	3.42%	5.27%	7.72%	8.02%
Median	7.53%	9.46%	8.22%	7.84%	8.24%	8.07%
Maximum	30.1%	16.07%	15.87%	12.43%	9.09%	8.14%
Risk	6.16%	1.88%	2.53%	1.62%	0.29%	0.05%
Sharpe Ratio	8.53%	130.97%	48.35%	52.0%	429.21%	2205.88%

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-6.11%	11.59%	10.31%	9.16%	8.91%	8.1%
Median	7.53%	11.92%	10.44%	9.24%	8.96%	8.13%
Maximum	30.1%	12.04%	10.76%	9.4%	9.01%	8.19%
Risk	6.16%	0.13%	0.14%	0.08%	0.04%	0.04%
Sharpe Ratio	8.53%	3686.67%	2494.35%	2715.15%	5288.46%	2646.67%

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
SBI Income Plus Arbitrage Active FOF Fund	6.23%	5.66%	6.17%
HDFC Income Plus Arbitrage Active FOF Fund	6.65%	7.26%	6.0%
Axis Income Plus Arbitrage Active FOF Fund	7.11%	7.64%	6.43%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Fund	6.25%	7.16%	6.0%
Bandhan Income Plus Arbitrage Active FOF Fund	6.79%	6.97%	5.98%
Mirae Asset Income Plus Arbitrage Active FOF Fund	6.58%	6.61%	0%
HSBC Income Plus Arbitrage Active FOF Fund	5.75%	6.7%	5.8%
Franklin India Income Plus Arbitrage Active Fund	6.42%	7.16%	6.55%
Edelweiss Income Plus Arbitrage Active Fund	6.94%	6.82%	0%
Tata Income Plus Arbitrage Active FOF Fund	6.24%	6.24%	6.15%
Baroda BNP Paribas Income Plus Arbitrage Active FOF Fund	6.67%	6.95%	6.79%
Union Income Plus Arbitrage Active FOF Fund	4.08%	4.96%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	7.15%	7.41%	7.39%
Invesco India Income Plus Arbitrage Active Fund	7.14%	6.78%	0%
DSP Income Plus Arbitrage Omni FOF Fund	5.93%	6.91%	5.65%
UTI Income Plus Arbitrage Active Fund	6.83%	6.47%	6.29%
ICICI Prudential Income Plus Arbitrage Omni FOF Fund	6.48%	7.03%	6.46%
Axis Income Plus Arbitrage Passive FOF Fund	0%	0%	0%
Nippon India Income Plus Arbitrage Active Fund	7.0%	6.74%	0%

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
SBI Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HDFC Income Plus Arbitrage Active FOF Fund	8.2%	14.76%	13.23%
Axis Income Plus Arbitrage Active FOF Fund	6.96%	7.16%	7.6%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Fund	7.41%	6.93%	6.92%
Bandhan Income Plus Arbitrage Active FOF Fund	7.41%	7.75%	6.99%
Mirae Asset Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HSBC Income Plus Arbitrage Active FOF Fund	6.48%	7.8%	7.25%
Franklin India Income Plus Arbitrage Active Fund	8.05%	7.38%	6.81%
Edelweiss Income Plus Arbitrage Active Fund	0%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Baroda BNP Paribas Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Union Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.78%	8.29%	0%
Invesco India Income Plus Arbitrage Active Fund	0%	0%	0%
DSP Income Plus Arbitrage Omni FOF Fund	6.63%	6.28%	7.97%
UTI Income Plus Arbitrage Active Fund	0%	0%	0%
ICICI Prudential Income Plus Arbitrage Omni FOF Fund	8.77%	10.41%	10.84%
Axis Income Plus Arbitrage Passive FOF Fund	0%	0%	0%
Nippon India Income Plus Arbitrage Active Fund	0%	0%	0%

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
SBI Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HDFC Income Plus Arbitrage Active FOF Fund	7.94%	13.08%	13.65%
Axis Income Plus Arbitrage Active FOF Fund	7.34%	6.54%	6.94%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Fund	7.53%	7.25%	6.89%
Bandhan Income Plus Arbitrage Active FOF Fund	8.13%	7.67%	6.92%
Mirae Asset Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HSBC Income Plus Arbitrage Active FOF Fund	6.55%	8.0%	6.56%
Franklin India Income Plus Arbitrage Active Fund	7.26%	6.04%	5.04%
Edelweiss Income Plus Arbitrage Active Fund	0%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Baroda BNP Paribas Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Union Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.78%	8.2%	0%
Invesco India Income Plus Arbitrage Active Fund	0%	0%	0%
DSP Income Plus Arbitrage Omni FOF Fund	5.47%	7.6%	8.08%
UTI Income Plus Arbitrage Active Fund	0%	0%	0%
ICICI Prudential Income Plus Arbitrage Omni FOF Fund	8.3%	11.54%	11.07%
Axis Income Plus Arbitrage Passive FOF Fund	0%	0%	0%
Nippon India Income Plus Arbitrage Active Fund	0%	0%	0%

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
SBI Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HDFC Income Plus Arbitrage Active FOF Fund	8.99%	11.86%	11.73%
Axis Income Plus Arbitrage Active FOF Fund	6.88%	5.84%	6.16%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Fund	7.5%	7.25%	7.62%
Bandhan Income Plus Arbitrage Active FOF Fund	8.6%	7.54%	8.29%
Mirae Asset Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HSBC Income Plus Arbitrage Active FOF Fund	6.46%	8.22%	5.84%
Franklin India Income Plus Arbitrage Active Fund	6.17%	5.08%	4.13%
Edelweiss Income Plus Arbitrage Active Fund	0%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Baroda BNP Paribas Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Union Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.28%	8.08%	0%
Invesco India Income Plus Arbitrage Active Fund	0%	0%	0%
DSP Income Plus Arbitrage Omni FOF Fund	7.06%	7.35%	7.64%
UTI Income Plus Arbitrage Active Fund	0%	0%	0%
ICICI Prudential Income Plus Arbitrage Omni FOF Fund	7.79%	12.8%	11.34%
Axis Income Plus Arbitrage Passive FOF Fund	0%	0%	0%
Nippon India Income Plus Arbitrage Active Fund	0%	0%	0%

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
SBI Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HDFC Income Plus Arbitrage Active FOF Fund	8.2%	9.43%	11.72%
Axis Income Plus Arbitrage Active FOF Fund	6.96%	8.42%	7.66%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Fund	7.41%	7.87%	7.15%
Bandhan Income Plus Arbitrage Active FOF Fund	7.41%	7.77%	7.06%
Mirae Asset Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HSBC Income Plus Arbitrage Active FOF Fund	6.48%	7.76%	7.28%
Franklin India Income Plus Arbitrage Active Fund	8.05%	14.58%	13.92%
Edelweiss Income Plus Arbitrage Active Fund	0%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Baroda BNP Paribas Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Union Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.78%	8.28%	0%
Invesco India Income Plus Arbitrage Active Fund	0%	0%	0%
DSP Income Plus Arbitrage Omni FOF Fund	6.63%	9.84%	8.45%
UTI Income Plus Arbitrage Active Fund	0%	0%	0%
ICICI Prudential Income Plus Arbitrage Omni FOF Fund	8.77%	10.31%	10.78%
Axis Income Plus Arbitrage Passive FOF Fund	0%	0%	0%
Nippon India Income Plus Arbitrage Active Fund	0%	0%	0%

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
SBI Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HDFC Income Plus Arbitrage Active FOF Fund	8.99%	16.15%	17.57%
Axis Income Plus Arbitrage Active FOF Fund	6.88%	7.88%	5.79%
Aditya Birla Sun Life Income Plus Arbitrage Active FOF Fund	7.5%	7.67%	5.51%
Bandhan Income Plus Arbitrage Active FOF Fund	8.6%	7.55%	4.94%
Mirae Asset Income Plus Arbitrage Active FOF Fund	0%	0%	0%
HSBC Income Plus Arbitrage Active FOF Fund	6.46%	8.28%	5.84%
Franklin India Income Plus Arbitrage Active Fund	6.17%	14.37%	17.17%
Edelweiss Income Plus Arbitrage Active Fund	0%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Baroda BNP Paribas Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Union Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.28%	8.1%	0%
Invesco India Income Plus Arbitrage Active Fund	0%	0%	0%
DSP Income Plus Arbitrage Omni FOF Fund	7.06%	11.14%	5.74%
UTI Income Plus Arbitrage Active Fund	0%	0%	0%
ICICI Prudential Income Plus Arbitrage Omni FOF Fund	7.79%	12.79%	11.36%
Axis Income Plus Arbitrage Passive FOF Fund	0%	0%	0%
Nippon India Income Plus Arbitrage Active Fund	0%	0%	0%

Note:N.A. in returns indicate that the fund does not have sufficient history.

How are Other: FoF Income Plus Arbitrage funds taxed on selling?

Income Plus Arbitrage FoF Tax for FY2025-26	STCG Rate	LTCG Eligibility	LTCG Rate
Bought Anytime	Slab	After 2Y	12.5%

Note:

• Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
• Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
• Switches, SWP and selling any lump sum amount are taxable as per the table above.

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 2-Dec-2025.

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