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Fund of Funds (Domestic)Moderate📊 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI

UTI Income Plus Arbitrage Active Fund of Fund · Regular · Growth

UTI Mutual Fund

#58 of 101 (1Y)

NAV

₹10.7103

as of 17 Jun 2026

Expense Ratio

0.20%

AUM

₹219 Cr

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

1Y
+5.15%
3Y
5Y
Since Inception
+5.88%

SIP returns (XIRR)

1Y
+5.47%
3Y
5Y
Since Inception
+5.52%

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹7,208

Benchmark

₹6,717

+₹491 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹7,000

Invested

₹7,208

Value today

5.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,069

Value today

5.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹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

₹6,39,994

Value today

-0.2%

vs lumpsum

Direct lumpsum would have beaten STP by 0.2% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.47

Sharpe Ratio

+0.01

Alpha

0.01

Beta

-0.51

Sortino

0.84%

Std Dev

-0.32%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseUTI Mutual Fund
CategoryFund of Funds (Domestic)
Benchmark60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI ✓
Launch Date04 Apr 2025
AMFI Code153441
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

UTI Income Plus Arbitrage Active Fund of Fund · Regular · Growth by UTI 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

UTI Income Plus Arbitrage Active Fund of Fund · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by UTI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹219 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI. The current expense ratio is 0.20%.

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