Tata Income Plus Arbitrage Active FOF Direct-IDCW
Tata Income Plus Arbitrage Active FOF Direct-IDCW: Mutual Fund Overview
Tata Income Plus Arbitrage Active FOF Direct-IDCW is an Income plus Arbitrage mutual fund with over 0.84 years of performance history. The scheme manages an AUM of ₹278.47 Cr and has a NAV of ₹10.3987. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.0%.
Hybrid, Income plus Arbitrage, Principal at moderate risk
1 Year Return 0.0% at 24 Mar 2026 04:33 PM
Fund Details
NAV 10.3987
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.84
Fund Size(in Crores) 278.47
Fund Performance
1 Month 0.0%
3 Month 1.06%
6 Month 2.48%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-Growth Ret 1M 0.24% Ret 1Y 6.16% Ret 3Y 7.16% Ret 5Y 6.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Ret 1M 0.24% Ret 1Y 6.16% Ret 3Y 7.16% Ret 5Y 6.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.24% Ret 1Y 6.16% Ret 3Y 7.16% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-Growth Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Half Yearly Payout Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Half Yearly Reinvestment Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Monthly Payout Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Monthly Reinvestment Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Payout Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Reinvestment Ret 1M 0.2% Ret 1Y 6.82% Ret 3Y 7.64% Ret 5Y 6.48%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.07%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sailesh Jain
Education Mr. Jain is a Commerce Graduate and an MBA.
Experience Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Abhishek Sonthalia
Education Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.
Murthy Nagarajan
Education Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2025-05-22
Total AUM 232819.21
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Tata Income Plus Arbitrage Active FOF Direct-IDCW FAQs
How to invest in Tata Income Plus Arbitrage Active FOF Direct-IDCW?
Investing in Tata Income Plus Arbitrage Active FOF Direct-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Income Plus Arbitrage Active FOF Direct-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The term expense ratio for Tata Income Plus Arbitrage Active FOF Direct-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Income Plus Arbitrage Active FOF Direct-IDCW is 0.07% as of 24 Mar 2026.
What is the NAV of Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The NAV of Tata Income Plus Arbitrage Active FOF Direct-IDCW is ₹10.3987 as of 24 Mar 2026.
What is the AUM of Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The AUM (Assets Under Management) of Tata Income Plus Arbitrage Active FOF Direct-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Income Plus Arbitrage Active FOF Direct-IDCW is ₹278.47 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The PE ratio of Tata Income Plus Arbitrage Active FOF Direct-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Income Plus Arbitrage Active FOF Direct-IDCW?
Yes, you can invest in Tata Income Plus Arbitrage Active FOF Direct-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Income Plus Arbitrage Active FOF Direct-IDCW in the last 5 years?
The return of Tata Income Plus Arbitrage Active FOF Direct-IDCW in the last 5 years is 0.0%.
What is the minimum SIP investment required in Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The minimum SIP investment in Tata Income Plus Arbitrage Active FOF Direct-IDCW depends on the fund's scheme rules and usually starts at a small amount. For Tata Income Plus Arbitrage Active FOF Direct-IDCW, the minimum SIP amount is ₹500.0.
What is the current NAV of Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The NAV of Tata Income Plus Arbitrage Active FOF Direct-IDCW, as of 24 Mar 2026, is ₹10.3987.
Who manages the Tata Income Plus Arbitrage Active FOF Direct-IDCW?
The fund managers responsible for Tata Income Plus Arbitrage Active FOF Direct-IDCW are:
- Sailesh Jain
- Abhishek Sonthalia
- Murthy Nagarajan