Tata Income Plus Arbitrage Active FoF Direct Growth

Tata Income Plus Arbitrage Active FoF Direct Growth

Debt
Others
Moderate Risk
1M
6M
All
NAV: 16 Jan '26
₹10.32
Min. SIP amount
₹500
Fund size
₹304.25 Cr
Expense ratio
0.07%

Holdings (2)

NameSectorInstrumentsAssets
Tata Corporate Bond Fund Direct - GrowthNAMutual Fund61.14%
Tata Arbitrage Fund Direct - GrowthNAMutual Fund38.90%

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns+0.3%+1.0%+2.4%+3.2%
Category average (Debt Others)--------
Rank (Debt Others)--88--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

SJ
Sailesh 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.

About Tata Income Plus Arbitrage Active FoF Direct Growth

Tata Income Plus Arbitrage Active FoF Direct Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan 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 ₹2,16,851 Cr and the Latest NAV as of 16 Jan 2026 is ₹10.32. The Tata Income Plus Arbitrage Active FoF Direct Growth is rated 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 Objective

The 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 house

Rank (total assets)#14 in India
Total AUM₹2,16,850.85 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,