Tata Income Plus Arbitrage Active FOF Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.77%
NAV: ₹10.77 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Tata Income Plus Arbitrage Active FOF Direct-Growth

  • ₹272.1 Cr
    AUM
  • ₹10.77
    NAV
  • 0.10%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Tata Income Plus Arbitrage Active FOF Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.77% NA NA
6 Months 2.97% NA NA
1 Year 5.22% 5.22% NA
As on Thu Nov 05, 2026

Asset Allocation of Tata Income Plus Arbitrage Active FOF Direct-Growth

debt instruments

70.79%

other assets or cash equivalents

29.36%
Large Cap: 77.16%
Mid Cap: 18.65%
Small Cap: 4.18%
Other: 0.00%
Top Holdings
Tata Corporate Bond Fund Direct - Growth
61.40%
Tata Corporate Bond Fund Direct - Growth
61.40%
Tata Corporate Bond Fund Direct - Growth
61.32%
Tata Corporate Bond Fund Direct - Growth
61.00%
Tata Corporate Bond Fund Direct - Growth
61.00%
 
Top Sectors
Unspecified
1,149.14%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now

About Fund

About Tata Income Plus Arbitrage Active FOF Direct-Growth

Launched on 22 May 2025, the fund aims Long Term Capital Appreciation Investment in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes. It manages assets worth ₹272.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.1%.
The portfolio allocation consists of 70.79% in debt instruments, 29.36% in other assets or cash equivalents.Managed by Abhishek Sonthalia, it has delivered a return of 5.22% in the last year, a total return since inception of 5.24%.
Long-term investors frequently compare different best sip plan in order to create systematic wealth.

Read more
  • Sailesh Jain

    Fund Manager

  • Mr. Jain is a Commerce Graduate and an MBA.

    Manager Education

  • Abhishek Sonthalia

    Fund Manager

  • Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.

    Manager Education

Key Metrics of Tata Income Plus Arbitrage Active FOF Direct-Growth

  • Beta
    0.66%

Tata Income Plus Arbitrage Active FOF Direct-Growth Fund Details

Fund Names Tata Income Plus Arbitrage Active FOF Direct-Growth
Inception Date 22 May 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹150
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at moderate risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Tata Income Plus Arbitrage Active FOF Direct-Growth Fund Returns Comparison

Compare Tata Income Plus Arbitrage Active FOF Direct-Growth with other mutual funds in the same category

Tata Income Plus Arbitrage Active FOF Direct-Growth

Franklin India Income Plus Arbitrage Active FOF Direct-Growth

Franklin India Income Plus Arbitrage Active FOF Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Income Plus Arbitrage Active FOF Direct-Growth trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
HDFC Income Plus Arbitrage Active FOF Direct-IDCW trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
Franklin India Income Plus Arbitrage Active FOF Regular-Growth trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
Franklin India Income Plus Arbitrage Active FOF Regular-IDCW trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
HDFC Income Plus Arbitrage Active FOF Regular-IDCW trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Income Plus Arbitrage Active FOF Regular-Growth increase ₹272 0.28% 0.64% 2.69% 4.66% -
Tata Income Plus Arbitrage Active FOF Regular-IDCW increase ₹272 0.28% 0.64% 2.69% 4.66% -
Tata Income Plus Arbitrage Active FOF Direct-IDCW increase ₹272 0.33% 0.77% 2.97% 5.22% -
increase growth is based on 1-month returns of the funds

Tata Income Plus Arbitrage Active FOF Direct-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Income Plus Arbitrage Omni FOF Direct-Growth trend ₹7,896 ₹13.32 7.48% - -
Kotak Income Plus Arbitrage Omni FOF Regular-Growth trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Regular-IDCW trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹7,896 ₹13.32 7.48% - -
ICICI Prudential Income Plus Arbitrage Omni FOF-Growth trend ₹3,294 ₹67.41 8.97% 8.94% 8.68%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 ₹72.57 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 ₹56.12 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW trend ₹3,294 ₹51.72 8.97% 8.94% 8.68%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 ₹41.56 8.39% 9.42% 10.61%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 ₹46.01 8.95% 10.12% 11.41%
View More
Top funds are based on Fund AUM

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Tata Income Plus Arbitrage Active FOF Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Tata Corporate Bond Fund Direct - GrowthUnspecified61.40%₹202.28 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified61.40%₹202.28 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified61.32%₹198.25 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified61.00%₹198.08 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified61.00%₹198.08 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified61.14%₹186.02 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified61.44%₹182.53 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.85%₹170.86 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.86%₹169.47 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.29%₹163.98 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.29%₹163.98 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.18%₹163.75 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.18%₹163.75 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.58%₹163.75 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.38%₹149.78 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.41%₹147.61 Cr
Tata Corporate Bond Fund Direct - GrowthUnspecified60.51%₹146.57 Cr
Tata Arbitrage Fund Direct - GrowthUnspecified38.62%₹127.25 Cr
Tata Arbitrage Fund Direct - GrowthUnspecified38.62%₹127.25 Cr
Tata Arbitrage Fund Direct - GrowthUnspecified38.67%₹125.03 Cr
View More

Frequently Asked Questions

Tata Income Plus Arbitrage Active FOF Direct-Growth

What is the current AUM of Tata Income Plus Arbitrage Active FOF Direct-Growth?

As of Wed Sep 30, 2026, Tata Income Plus Arbitrage Active FOF Direct-Growth manages assets worth ₹272.1 crore

How has Tata Income Plus Arbitrage Active FOF Direct-Growth performed recently?

  • 3 Months: 0.77%
  • 6 Months: 2.97%

What is the long-term performance of Tata Income Plus Arbitrage Active FOF Direct-Growth?

  • Since Inception: 5.24%

What is the portfolio composition of Tata Income Plus Arbitrage Active FOF Direct-Growth?

Equity: -0.14%, Debt: 70.79%, Others: 29.36%.

Who manages Tata Income Plus Arbitrage Active FOF Direct-Growth?

Tata Income Plus Arbitrage Active FOF Direct-Growth is managed by Abhishek Sonthalia from Tata Mutual Fund.

What is the market-cap allocation of Tata Income Plus Arbitrage Active FOF Direct-Growth?

Large Cap: 77.16%, Mid Cap: 18.65%, Small Cap: 4.18%.

Which are the top companies Tata Income Plus Arbitrage Active FOF Direct-Growth has invested in?

  • Tata Corporate Bond Fund Direct - Growth – 61.40% of the fund's portfolio
  • Tata Corporate Bond Fund Direct - Growth – 61.40% of the fund's portfolio
  • Tata Corporate Bond Fund Direct - Growth – 61.32% of the fund's portfolio
  • Tata Corporate Bond Fund Direct - Growth – 61.00% of the fund's portfolio
  • Tata Corporate Bond Fund Direct - Growth – 61.00% of the fund's portfolio

Which are the major sectors Tata Income Plus Arbitrage Active FOF Direct-Growth focuses on?

  • Unspecified – 1,149.14% of the fund's portfolio
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