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Fund of Funds (Domestic)Moderate📊 Crisil Composite Bond Fund Index (60%) + Nifty 50 Arbitrage Index (40%) (TRI)

Tata Income Plus Arbitrage Active FoF · Regular · Growth

Tata Mutual Fund

#76 of 106 (1Y)

NAV

₹10.6041

as of 31 Jul 2026

Expense Ratio

0.60%

AUM

₹248 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Moderate
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Lumpsum returns (CAGR)

1Y
+5.15%
3Y
5Y
Since Inception
+5.02%

SIP returns (XIRR)

1Y
+5.66%
3Y
5Y
Since Inception
+5.47%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-1.32

Sharpe Ratio

0.00

Alpha

0.01

Beta

-1.33

Sortino

0.90%

Std Dev

-0.36%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseTata Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkCrisil Composite Bond Fund Index (60%) + Nifty 50 Arbitrage Index (40%) (TRI) ✓
Launch Date05 May 2025
AMFI Code153511
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit Load0.25 % of the applicable NAV if redeemed / switched out / withdrawn on or before expiry of 30 Days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Tata Income Plus Arbitrage Active FoF · Regular · Growth by Tata Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

Tata Income Plus Arbitrage Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Tata Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹248 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Crisil Composite Bond Fund Index (60%) + Nifty 50 Arbitrage Index (40%) (TRI). The current expense ratio is 0.60%.

Who Should Invest?

  • Moderate-risk investors looking for balanced growth and income
  • Investors with a medium-term horizon of 3-5 years
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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