Tata Income Plus Arbitrage Active FOF Fund Direct Growth

Tata Income Plus Arbitrage Active FOF Fund Direct Growth is a hybrid fund. This fund was started on 20 May, 2025. The fund is managed by Abhishek Sonthalia, Sailesh Jain. This fund gives you the benefit of diversification.

1. Tata Income Plus Arbitrage Active FOF Fund Direct Growth has ₹195 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.2.
   

Tata Income Plus Arbitrage Active FOF Fund Direct Growth has given a CAGR return of 0.31% since inception.

Tata Income Plus Arbitrage Active FOF Fund Direct Growth has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Government, Industrial, Energy, Consumer Defensive, Basic Materials, Consumer Cyclical, Health, Tech, Utilities, Communication, Real Estate.

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Tata Income Plus Arbitrage Active FOF Fund Direct Growth has no lock in period.