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Mutual Funds

Tata Income Plus Arbitrage Active FoF

Ta

Tata Income Plus Arbitrage Active FoF

Income plus ArbitrageRank #12
Not Rated

NAV (2026-07-14)

10.57

AUM

₹242.21 Cr

RISK LEVEL

Moderate

Returns & Performance

1 Year5.10%0.29% vs cat avgRank #10
3 Year----
5 Year----
Since Launch4.99%--

Fund vs Category Average

1Y
5.10%-0.29%

Pros & Cons

Pros

No lock-in period
Decent 1Y category rank (#10)

Cons

1Y returns trail category average
3Y returns below category average
Overall rank #12 in category
ISININF277KA1DQ8
NAV₹10.57
NAV Date2026-07-14
AUM₹242.21 Cr
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.

Top Holdings

Holdings data not available for this scheme