| Launch date | 21 Mar 2025 |
| Allotment date | 04 Apr 2025 |
| End date | 03 Apr 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.10%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Anurag MittalMar 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #8 in India |
|---|---|
| Total AUM | ₹4,00,535.15Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
UTI Income Plus Arbitrage Active FoF Direct Growth is a NA Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Anurag Mittal is the Current Fund Manager of UTI Income Plus Arbitrage Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 26 Dec 2025 is ₹10.48. The UTI Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;
Investment Objective
The scheme seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes. ;
| Fund benchmark | NA |
|---|
Fund house contact details
Peer Comparison
| Fund name | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Franklin India Technology Fund Direct Growth | NA | 0.5% | 26.4% | 1,956.54 |
Franklin India Mid Cap Fund Direct Growth | 3 | 2.7% | 23.8% | 12,911.38 |
Nippon India Small Cap Fund Direct Growth | 4 | -4.0% | 23.2% | 68,571.85 |
HDFC Small Cap Fund Direct Growth | 4 | 0.7% | 22.3% | 38,020.31 |
Franklin India Small Cap Fund Direct Growth | 4 | -7.0% | 21.6% | 13,529.48 |