Tata Mutual Fund launches Tata Income Plus Arbitrage Active FOF

NFO period: 05^th May - 19^th May, 2025

Highlights of the NFO:

• Scheme type - An open-ended fund of fund investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes.


• Investment objective - 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.


• Product suitability - This product is suitable for investors who are seeking long Term Capital Appreciation. Investment in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes.


• Minimum Application Amount - Rs. 5000/- and in multiples of Re. 1/- thereafter.


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Sailesh Jain & Mr. Abhishek Sonthalia


• Benchmark - Crisil Composite Bond Fund Index (60%) + Nifty 50 Arbitrage Index (40%) (TRI)