Tata Income Plus Arbitrage Active FOF - Regular Plan IDCW Reinvestment Option

Fund House: Tata Mutual Fund
Category: Fund of Funds-Income Plus Arbitrage
Launch Date: 22-05-2025
Asset Class: Debt
Benchmark: CRISIL Composite Bond Index (60), NIFTY 50 Arbitrage TRI (40)
TER: 0.61% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: -
Turn over: - | Exit Load: 0.25 % of the applicable NAV, if redeemed / switched out / withdrawn on or before expiry of 30 Days from the date of allotment.

10.0204

0.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Income Plus Arbitrage TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to To provide long-term capital appreciation by investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Income Plus Arbitrage Active FOF - Regular Plan IDCW Reinvestment Option 22-05-2025 - - - - -
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 9.2 8.43 8.01 6.65 -
Kotak Income Plus Arbitrage FOF-Regular Plan-Growth 17-11-2022 8.74 8.71 - - -
Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option 01-12-2006 8.69 7.9 7.43 6.14 7.11
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth 13-09-2004 8.66 7.69 7.25 5.78 7.14
ICICI Prudential Income plus Arbitrage Active FOF - Growth 18-12-2003 8.57 12.28 12.46 11.92 8.84
DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth 21-08-2014 8.53 11.37 10.88 8.54 7.13
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 6.68 7.91 7.78 7.06 6.42
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 2.14 12.37 15.46 16.29 10.96

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.16%

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