Tata Income Plus Arbitrage Active FoF · Regular · Growth
NAV
₹10.5183
as of 17 Jun 2026
Expense Ratio
0.60%
AUM
₹284 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.94%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.81%
SIP returns (XIRR)
- 1Y
- +5.28%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.18%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹6,672
Benchmark
₹6,225
+₹447 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹6,500
Invested
₹6,672
Value today
5.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹5,249
Value today
4.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,36,506
Value today
+1.1%
vs lumpsum
STP beat direct lumpsum by 1.1% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-1.52
Sharpe Ratio
-0.00
Alpha
0.01
Beta
-1.56
Sortino
0.91%
Std Dev
-0.36%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
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 ₹284 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