Open your free All-in-One trading account with zero hassle!
Tata Income Plus Arbitrage Active FoF
Income plus ArbitrageRank #15
Not Rated
NAV (2026-09-11)
₹10.64
AUM
₹271.97 Cr
Exp. Ratio: 0.58%
RISK LEVEL
Moderate
Returns & Performance
1 Year5.25%0.22% vs cat avgRank #14
3 Year----
5 Year----
Since Launch4.87%1.60% vs cat avg
Fund vs Category Average
1Y
5.25%-0.22%
Pros & Cons
Pros
✔No lock-in period
✔Decent 1Y category rank (#14)
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖Overall rank #15 in category
✖Returns since launch below category avg
ISININF277KA1DQ8
NAV₹10.64
NAV Date2026-09-11
AUM₹271.97 Cr
Expense Ratio0.58%
RiskModerate
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1995-06-30
INVESTMENT OBJECTIVE
The scheme seeks to provide long-term capital appreciation by investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes.
Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Amit Somani
Mr.Somani is a B.Com, PGDBM and CFA.
Prior to joining Tata Asset Management Ltd in 2010 he has worked with Fidelity Investments Netscribes Pvt. ltd, SPA Capital and Khandwala Securities.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Tata Income Plus Arbitrage Active FoF is ₹10.64 as of 2026-09-11.
Tata Income Plus Arbitrage Active FoF is classified as a Income plus Arbitrage fund.
Tata Income Plus Arbitrage Active FoF is managed by Tata Mutual Fund.
The Assets Under Management (AUM) of Tata Income Plus Arbitrage Active FoF is ₹271.97 Cr.
The expense ratio of Tata Income Plus Arbitrage Active FoF is 0.58%.
Tata Income Plus Arbitrage Active FoF is managed by Amit Somani.
The minimum SIP investment for Tata Income Plus Arbitrage Active FoF is ₹500.
The exit load for Tata Income Plus Arbitrage Active FoF is 0.25%.
As per the SEBI Riskometer, Tata Income Plus Arbitrage Active FoF carries a Moderate risk level.
Tata Income Plus Arbitrage Active FoF has delivered 5.25% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-09-11.
Tata Income Plus Arbitrage Active FoF was launched on 1995-06-30.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
