UTI Income Plus Arbitrage Active Fund of Fund Direct Growth
AlternativeArbitrage FundModerately High risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF789F1AB55
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
04 Apr 2025
About this fund
- UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has given a CAGR return of 0.59% since inception.
- You can start investing in UTI Income Plus Arbitrage Active Fund of Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+0.59%
— (Cat Avg.)
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
0.83%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.08
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.41
Higher the better
Fund Managers
Anurag Mittal
Since April 2025
Additional Scheme Details
ISIN INF789F1AB55 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 0 month | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark NIFTY 50 Arbitrage TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Arbitrage Fund Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| UTI Income Plus Arbitrage Active Fund of Fund Regular Growth Moderately High risk | - | 0.0% | - | - |
| UTI Income Plus Arbitrage Active Fund of Fund Direct Growth Moderately High risk | - | 0.0% | - | - |
| Quant Arbitrage Fund Direct Growth Low Risk | - | 0.0% | - | - |
| Quant Arbitrage Fund Regular Growth Low Risk | - | 0.0% | - | - |
| f Motilal Oswal Arbitrage Fund Regular Growth Low Risk | 1.0% | 0.0% | ₹590.26 Cr | - |
| f Motilal Oswal Arbitrage Fund Direct Growth Low Risk | 0.1% | 0.0% | ₹590.26 Cr | - |
| Samco Arbitrage Fund Regular Growth Low Risk | 1.2% | 0.0% | ₹34.08 Cr | - |
| Samco Arbitrage Fund Direct Growth Low Risk | 0.4% | 0.0% | ₹34.08 Cr | - |
| Franklin India Arbitrage Fund Direct Growth Low Risk | 0.3% | 0.0% | ₹206.80 Cr | - |
| Franklin India Arbitrage Fund Regular Growth Low Risk | 1.0% | 0.0% | ₹206.80 Cr | - |
Risk Level
Your principal amount will be at Moderately High risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth?
Who manages the UTI Income Plus Arbitrage Active Fund of Fund Direct Growth?
- Anurag Mittal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
UTI Income Plus Arbitrage Active Fund of Fund Direct Growth
AlternativeArbitrage FundModerately High risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF789F1AB55
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
04 Apr 2025
Risk Level
Your principal amount will be at Moderately High risk
About this fund
- UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has given a CAGR return of 0.59% since inception.
- You can start investing in UTI Income Plus Arbitrage Active Fund of Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+0.59%
— (Cat Avg.)
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
0.83%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.08
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.41
Higher the better
Fund Managers
Anurag Mittal
Since April 2025
Additional Scheme Details
ISIN INF789F1AB55 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 0 month | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark NIFTY 50 Arbitrage TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Arbitrage Fund Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| UTI Income Plus Arbitrage Active Fund of Fund Regular Growth Moderately High risk | - | 0.0% | - | - |
| UTI Income Plus Arbitrage Active Fund of Fund Direct Growth Moderately High risk | - | 0.0% | - | - |
| Quant Arbitrage Fund Direct Growth Low Risk | - | 0.0% | - | - |
| Quant Arbitrage Fund Regular Growth Low Risk | - | 0.0% | - | - |
| f Motilal Oswal Arbitrage Fund Regular Growth Low Risk | 1.0% | 0.0% | ₹590.26 Cr | - |
| f Motilal Oswal Arbitrage Fund Direct Growth Low Risk | 0.1% | 0.0% | ₹590.26 Cr | - |
| Samco Arbitrage Fund Regular Growth Low Risk | 1.2% | 0.0% | ₹34.08 Cr | - |
| Samco Arbitrage Fund Direct Growth Low Risk | 0.4% | 0.0% | ₹34.08 Cr | - |
| Franklin India Arbitrage Fund Direct Growth Low Risk | 0.3% | 0.0% | ₹206.80 Cr | - |
| Franklin India Arbitrage Fund Regular Growth Low Risk | 1.0% | 0.0% | ₹206.80 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth?
Who manages the UTI Income Plus Arbitrage Active Fund of Fund Direct Growth?
- Anurag Mittal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Trending Mutual Funds Searches
Popular Equity Funds
Popular Debt Funds
Track all you investments in one place
Download Wealth Monitor App
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Get your portfolio reviewed by experts
