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Tata Income Plus Arbitrage Active FOF - Direct Plan IDCW Payout Option

Tata · Arbitrage
Low
₹10.77
Current NAV
05 Nov 2026
5.2%
1Y Return
6.7%
3Y CAGR
5.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.32%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.92).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.42).
  • Very large asset base (AUM: ₹20,970 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.92
Sharpe Ratio
1.22
Beta
5.42
Alpha
2.53
Sortino
Fund Details
Fund House Tata
Category Arbitrage
AUM ₹20970 Cr
Expense Ratio 0.32%
Min SIP ₹500
Min Lumpsum ₹1000
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