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

Tata · Arbitrage
Low
₹10.69
Current NAV
05 Nov 2026
4.7%
1Y Return
5.3%
3Y CAGR
6.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.78).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.28).
  • 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
1.78
Sharpe Ratio
0.48
Beta
2.28
Alpha
2.10
Sortino
Fund Details
Fund House Tata
Category Arbitrage
AUM ₹9830 Cr
Expense Ratio 1.68%
Min SIP ₹500
Min Lumpsum ₹1000
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