How to Invest in Tata Income Plus Arbitrage Active FoF Direct Growth?

You can easily invest in Tata Income Plus Arbitrage Active FoF Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Income Plus Arbitrage Active FoF Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Income Plus Arbitrage Active FoF Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Income Plus Arbitrage Active FoF Direct Growth provide?

The Tata Income Plus Arbitrage Active FoF Direct Growth has been there from 22 May 2025 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by Tata Income Plus Arbitrage Active FoF Direct Growth?

The term Expense Ratio used for Tata Income Plus Arbitrage Active FoF Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Income Plus Arbitrage Active FoF Direct Growth is 0.06% as of 19 Jul 2025...

What is the AUM of Tata Income Plus Arbitrage Active FoF Direct Growth?

The AUM, short for Assets Under Management of Tata Income Plus Arbitrage Active FoF Direct Growth is ₹273.33Cr as of 19 Jul 2025.

How to Redeem Tata Income Plus Arbitrage Active FoF Direct Growth?

If you want to sell your Tata Income Plus Arbitrage Active FoF Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of Tata Income Plus Arbitrage Active FoF Direct Growth?

The NAV of Tata Income Plus Arbitrage Active FoF Direct Growth is ₹10.08 as of 18 Jul 2025.

What is the PE and PB ratio of Tata Income Plus Arbitrage Active FoF Direct Growth?

The PE ratio ratio of Tata Income Plus Arbitrage Active FoF Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Income Plus Arbitrage Active FoF Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Tata Income Plus Arbitrage Active FoF Direct Growth
Low to Moderate Risk
1M
All
  NAV: 18 Jul 2025₹10.08
Min. SIP amount₹500
RatingNA
Fund size₹273.33Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (2)NameSectorInstrumentAssets
Tata Corporate Bond Fund Direct - Growth
NAMutual Fund61.30%
Tata Arbitrage Fund Direct - Growth
NAMutual Fund38.70%
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: null null
Absolute returns
1M3M6MAll
Fund returns0.5%NANA0.6%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Nippon India Small Cap Fund Direct Growth
5
0.2%29.6%66,601.80
Franklin India Small Cap Fund Direct Growth
4
-1.6%29.4%13,995.27
HDFC Small Cap Fund Direct Growth
3
6.1%28.7%35,780.59
Franklin India Mid Cap Fund Direct Growth
3
6.2%27.8%12,784.81
Franklin India Technology Fund Direct Growth
NA
-0.7%24.3%1,949.29
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
17 Jul 2025 - Present
0.06%
16 Jul 2025 - 17 Jul 2025
0.06%
15 Jul 2025 - 16 Jul 2025
0.06%
14 Jul 2025 - 15 Jul 2025
0.07%
13 Jul 2025 - 14 Jul 2025
0.06%
12 Jul 2025 - 13 Jul 2025
0.07%
11 Jul 2025 - 12 Jul 2025
0.06%
10 Jul 2025 - 11 Jul 2025
0.07%
09 Jul 2025 - 10 Jul 2025
0.07%
08 Jul 2025 - 09 Jul 2025
0.06%
07 Jul 2025 - 08 Jul 2025
0.07%
06 Jul 2025 - 07 Jul 2025
0.06%
05 Jul 2025 - 06 Jul 2025
0.06%
04 Jul 2025 - 05 Jul 2025
0.07%
03 Jul 2025 - 04 Jul 2025
0.07%
02 Jul 2025 - 03 Jul 2025
0.06%
01 Jul 2025 - 02 Jul 2025
0.07%
30 Jun 2025 - 01 Jul 2025
0.07%
29 Jun 2025 - 30 Jun 2025
0.07%
28 Jun 2025 - 29 Jun 2025
0.07%
27 Jun 2025 - 28 Jun 2025
0.07%
26 Jun 2025 - 27 Jun 2025
0.07%
25 Jun 2025 - 26 Jun 2025
0.06%
24 Jun 2025 - 25 Jun 2025
0.07%
23 Jun 2025 - 24 Jun 2025
0.16%
22 Jun 2025 - 23 Jun 2025
0.16%
21 Jun 2025 - 22 Jun 2025
0.16%
20 Jun 2025 - 21 Jun 2025
0.16%
19 Jun 2025 - 20 Jun 2025
0.16%
18 Jun 2025 - 19 Jun 2025
0.16%
17 Jun 2025 - 18 Jun 2025
0.16%
16 Jun 2025 - 17 Jun 2025
0.16%
15 Jun 2025 - 16 Jun 2025
0.15%
14 Jun 2025 - 15 Jun 2025
0.16%
13 Jun 2025 - 14 Jun 2025
0.16%
12 Jun 2025 - 13 Jun 2025
0.16%
11 Jun 2025 - 12 Jun 2025
0.16%
10 Jun 2025 - 11 Jun 2025
0.16%
09 Jun 2025 - 10 Jun 2025
0.16%
08 Jun 2025 - 09 Jun 2025
0.16%
07 Jun 2025 - 08 Jun 2025
0.16%
06 Jun 2025 - 07 Jun 2025
0.16%
05 Jun 2025 - 06 Jun 2025
0.16%
04 Jun 2025 - 05 Jun 2025
0.16%
03 Jun 2025 - 04 Jun 2025
0.16%
02 Jun 2025 - 03 Jun 2025
0.16%
01 Jun 2025 - 02 Jun 2025
0.16%
31 May 2025 - 01 Jun 2025
0.16%
30 May 2025 - 31 May 2025
0.16%
29 May 2025 - 30 May 2025
0.16%
28 May 2025 - 29 May 2025
0.16%
27 May 2025 - 28 May 2025
0.16%
26 May 2025 - 27 May 2025
0.16%
Expense ratio, exit load and taxExpense ratio: 0.06%Inclusive of GST
Exit loadExit load of 0.25%, if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementSailesh Jain
May 2025 - Present
View details
Education
Mr. Jain is a Commerce Graduate and an MBA.
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Also manages these schemes
Tata Equity Savings Fund Direct Growth
Tata Arbitrage Fund Direct Growth
Tata Balanced Advantage Fund Direct Growth
Tata Quant Fund Direct Growth
Tata Multi Asset Allocation Fund Direct Growth
Tata Income Plus Arbitrage Active FoF Direct Growth
Abhishek Sonthalia
May 2025 - Present
View details
Education
Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience
Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.
Also manages these schemes
Tata Medium Term Fund Direct Growth
Tata Liquid Fund Direct Growth
Tata Treasury Advantage Direct Plan Growth
Tata Ultra Short Term Fund Direct Growth
Tata Corporate Bond Fund Direct Growth
Tata Income Plus Arbitrage Active FoF Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹2,06,238.57Cr
Date of Incorporation30 Jun 1995
    Tata Income Plus Arbitrage Active FoF Direct Growth is a NA Mutual Fund Scheme launched by Tata Mutual Fund.     This scheme was made available to investors on 30 Jun 1995.     Sailesh Jain is the Current Fund Manager of Tata Income Plus Arbitrage Active FoF Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹2,06,239 Cr and     the Latest NAV as of 18 Jul 2025 is ₹10.08.  

    The Tata Income Plus Arbitrage Active FoF Direct Growth is rated Low to Moderate risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹5,000.     Exit load of 0.25%, if redeemed within 30 days.
  ;
Investment ObjectiveThe scheme seeks to provide long-term capital appreciation by investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes. 
 
;
Fund benchmarkNA
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Income Plus Arbitrage Active FoF Direct Growth
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Name	Sector	Instrument	Assets
Tata Corporate Bond Fund Direct - Growth	NA	Mutual Fund	61.30%
Tata Arbitrage Fund Direct - Growth	NA	Mutual Fund	38.70%

	1M	3M	6M	All
Fund returns	0.5%	NA	NA	0.6%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Small Cap Fund Direct Growth	5	0.2%	29.6%	66,601.80
Franklin India Small Cap Fund Direct Growth	4	-1.6%	29.4%	13,995.27
HDFC Small Cap Fund Direct Growth	3	6.1%	28.7%	35,780.59
Franklin India Mid Cap Fund Direct Growth	3	6.2%	27.8%	12,784.81
Franklin India Technology Fund Direct Growth	NA	-0.7%	24.3%	1,949.29