UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth is a hybrid fund. This fund was started on 4 April, 2025. The fund is managed by Anurag Mittal. This fund gives you the benefit of diversification.

1. UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has ₹310 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.1.
   

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has given a CAGR return of 3.06% since inception.

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

The scheme shall seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage 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 1000.00 and for SIP is INR 500.00. UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has no lock in period.