UTI Income Plus Arbitrage Active Fund Of Fund - Regular Plan - Growth Option
Expense Ratio: 0.5
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI
Inception: 21-03-2025
Exit Load: Nil
Fund Size:₹257.11 Cr
Performance
1Y
Fund5.29%
Cat. Avg.21.20%
2Y
FundN/A
Cat. Avg.17.75%
3Y
FundN/A
Cat. Avg.18.40%
5Y
FundN/A
Cat. Avg.13.16%
10Y
FundN/A
Cat. Avg.11.26%
SI
Fund5.91%
Cat. Avg.13.59%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | MF UNITS UTI - CORPORATE BOND FUND | 113.94 | 61.50% |
| 2 | MF UNITS UTI - ARBITRAGE FUND | 65.90 | 35.57% |
| 3 | NET CURRENT ASSETS | 5.44 | 2.93% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61655 | +2.8% | +5.7% |
| SI | 07 May, 25 | 75000 | 77549 | +3.4% | +5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.05 L. | +5.2% | N/A |
| SI | 08 Apr, 25 | 1 L. | 1.08 L. | +7.6% | +5.9% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.