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

Tata · Arbitrage
Low
₹10.61
Current NAV
25 Jun 2026
4.5%
1Y Return
5.0%
3Y CAGR
5.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
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
1.00
Sharpe Ratio
1.20
Beta
-3.00
Alpha
1.30
Sortino
Fund Details
Fund House Tata
Category Arbitrage
AUM ₹7050 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
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