Tata Income Plus Arbitrage Active FOF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Tata Income Plus Arbitrage Active FOF Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹242 Cr
Lock In Period
N/A
Expense Ratio
0.58
Exit Load
0.25% of the applicable NAV, if redeemed/ switched out/withdrawn on or before expiry of 30 Days from the date of allotment.
Benchmark
CRISIL Composite Bond Fund Index
Tata Income Plus Arbitrage Active FOF Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.31 | -0.21 | 11.95 |
| 6M | 2.90 | 1.85 | 19.35 |
| 1Y | 5.16 | 4.58 | 89.33 |
| 3Y | 0.00 | 12.77 | 190.90 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-06-30
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About Fund Tata Income Plus Arbitrage Active FOF Growth
Tata Income Plus Arbitrage Active FOF Growth managed by Tata Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹242 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.58. Under the expert guidance of Sailesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Sailesh Jain
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mirae Asset Income plus Arbitrage Active FOF Growth | 0 | 22 CR | 0.34 |
| Baroda BNP Paribas Multi Asset Active FOF Growth | 0 | 119 CR | 1.1 |
| Tata Income Plus Arbitrage Active FOF Growth | 0 | 242 CR | 0.58 |
| UTI Silver ETF Fund of Fund Growth | 0 | 588 CR | 0.45 |
| Mirae Asset NYSE FANG + ETF Fund of Fund Growth | 5 | 2,388 CR | 0.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Income plus Arbitrage Active FOF Growth | 5.4345 | 0 |
| This FundBaroda BNP Paribas Multi Asset Active FOF Growth | 11.0976 | 0 |
| This FundTata Income Plus Arbitrage Active FOF Growth | 5.1572 | 0 |
| This FundUTI Silver ETF Fund of Fund Growth | 85.7771 | 181.348 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 21.1058 | 187.5521 |
Tata Income Plus Arbitrage Active FOF Growth FAQs
Tata Income Plus Arbitrage Active FOF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Income Plus Arbitrage Active FOF Growth is 0.58. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Income Plus Arbitrage Active FOF Growth’s fund performance is as follows:
- 1 Month : 0.31%
- 6 Months : 2.90%
- 1 Year : 5.16%
- 3 Years : 0.00%
You can invest in Tata Income Plus Arbitrage Active FOF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Income Plus Arbitrage Active FOF Growth is ₹242 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Income Plus Arbitrage Active FOF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
