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

Tata · Arbitrage
Low
₹10.55
Current NAV
25 Jun 2026
5.5%
1Y Return
7.0%
3Y CAGR
6.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.70).
  • Very large asset base (AUM: ₹23,250 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
1.70
Sharpe Ratio
0.70
Beta
3.70
Alpha
1.87
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Fund Details
Fund House Tata
Category Arbitrage
AUM ₹23250 Cr
Expense Ratio 1.10%
Min SIP ₹500
Min Lumpsum ₹1000
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