Tata Income Plus Arbitrage Active FOF Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.64%
NAV: ₹10.69 as on Thu Nov 05, 2026
Fund NAV

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

  • ₹272.1 Cr
    AUM
  • ₹10.69
    NAV
  • 0.58%
    Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹

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
Become Crorepati

Tata Income Plus Arbitrage Active FOF Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.64% NA NA
6 Months 2.69% NA NA
1 Year 4.66% 4.66% NA
As on Thu Nov 05, 2026

Asset Allocation of Tata Income Plus Arbitrage Active FOF Regular-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 Regular-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 0.58%.
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 4.66% in the last year, a total return since inception of 4.68%.
To make informed financial choices it makes sense to review best sip to invest suited to financial planning needs.

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 Regular-Growth

  • Beta
    0.66%

Tata Income Plus Arbitrage Active FOF Regular-Growth Fund Details

Fund Names Tata Income Plus Arbitrage Active FOF Regular-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 Regular-Growth Fund Returns Comparison

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

Tata Income Plus Arbitrage Active FOF Regular-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%
View More
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 Direct-Growth increase ₹272 0.33% 0.77% 2.97% 5.22% -
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 Regular-Growth Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns?

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

Start Small & Build Your Wealth For A Brighter Tomorrow

Tata Income Plus Arbitrage Active FOF Regular-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 Regular-Growth

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

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

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

  • 3 Months: 0.64%
  • 6 Months: 2.69%

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

  • Since Inception: 4.68%

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

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

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

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

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

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

Which are the top companies Tata Income Plus Arbitrage Active FOF Regular-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 Regular-Growth focuses on?

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

×
Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)

Mutual Fund AMCs

UTI Mutual Fund

UTI Mutual Fund
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund
Taurus Mutual Fund

Taurus Mutual Fund
Canara Robeco Mutual Fund

Canara Robeco Mutual Fund
Quant Mutual Fund

Quant Mutual Fund
ICICI Prudential Mutual Fund

ICICI Prudential Mutual Fund
Sundaram Mutual Fund

Sundaram Mutual Fund
Tata Mutual Fund

Tata Mutual Fund
HDFC Mutual Fund

HDFC Mutual Fund
JM Financial Mutual Fund

JM Financial Mutual Fund
Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund
LIC Mutual Fund

LIC Mutual Fund
Nippon India Mutual Fund

Nippon India Mutual Fund
SBI Mutual Fund

SBI Mutual Fund
DSP Mutual Fund

DSP Mutual Fund
HSBC Mutual Fund

HSBC Mutual Fund
Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund
Bandhan Mutual Fund

Bandhan Mutual Fund
Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Mutual Fund
PGIM India Mutual Fund

PGIM India Mutual Fund
Quantum Mutual Fund

Quantum Mutual Fund
Invesco Mutual Fund

Invesco Mutual Fund
Edelweiss Mutual Fund

Edelweiss Mutual Fund
Mirae Asset Mutual Fund

Mirae Asset Mutual Fund
Bank of India Mutual Fund

Bank of India Mutual Fund
Axis Mutual Fund

Axis Mutual Fund
Navi Mutual Fund

Navi Mutual Fund
Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund
Union Mutual Fund

Union Mutual Fund
Groww Mutual Fund

Groww Mutual Fund
PPFAS Mutual Fund

PPFAS Mutual Fund
360 ONE Mutual Fund

360 ONE Mutual Fund
Shriram Mutual Fund

Shriram Mutual Fund
Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund
WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund
ITI Mutual Fund

ITI Mutual Fund
TRUST Mutual Fund

TRUST Mutual Fund
NJ Mutual Fund

NJ Mutual Fund
Samco Mutual Fund

Samco Mutual Fund
Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund
Helios Mutual Fund

Helios Mutual Fund
Zerodha Mutual Fund

Zerodha Mutual Fund
Old Bridge Mutual Fund

Old Bridge Mutual Fund
Angel One Mutual Fund

Angel One Mutual Fund
Unifi Mutual Fund

Unifi Mutual Fund
JioBlackRock Mutual Fund

JioBlackRock Mutual Fund
Capitalmind Mutual Fund

Capitalmind Mutual Fund
The Wealth Company Mutual Fund

The Wealth Company Mutual Fund

Explore the popular searches and stay informed

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/month & Get ₹1 Crore* Tax free

Invest Now
*Standard T&C Apply