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UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option

Category: Fund of Funds-Domestic-Debt
Launch Date: 04-04-2025
Asset Class: Debt
Benchmark: CRISIL Short Duration Debt A-II Index (60), NIFTY 50 Arbitrage TRI (40)
Expense Ratio: 0.5% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7.6 Cr As on (30-04-2025)
Turn over:
NAV (₹): 10.1647
₹ 0 ( 0.002%)
as on 30-05-2025
CAGR Since Inception - 1.56%
CRISIL Short Duration Debt A-II Index (60), NIFTY 50 Arbitrage TRI (40) - 7.37%

Fund Managers

Anurag Mittal


Investment Objective

The scheme shall seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

PERFORMANCE of UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option - - - - 1.56
Benchmark - - - - -
Fund of Funds-Domestic-Debt 9.64 11.73 16.35 7.8 7.92

RETURNS CALCULATOR for UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option - - - - - -
Fund of Funds-Domestic-Debt - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI Income Plus Arbitrage Active Fund of Fund Reg Plan Gr 04-04-2025 0.0 0.0 0.0 0.0 0.0
BHARAT Bond ETF FOF April 2033 Reg Gr 14-12-2022 12.41 9.4 0.0 0.0 0.0
Motilal Oswal 5 Year G-Sec FOF Reg Gr 05-10-2021 12.12 8.78 8.26 0.0 0.0
Bharat Bond FOF Apr 2031 Reg Gr 05-07-2020 11.96 9.21 9.24 0.0 0.0
BHARAT Bond ETF FOF April 2032 Reg Gr 05-12-2021 11.69 9.08 9.44 0.0 0.0
Bharat Bond FOF Apr 2030 Reg Gr 05-12-2019 11.12 8.76 8.94 7.34 0.0
ICICI Pru Debt Mngmt FOF Gr 01-12-2003 9.62 8.47 8.21 6.95 7.8
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Reg Gr 31-10-2021 7.76 7.18 6.79 0.0 0.0
ICICI Pru Bharat 22 FOF Cum 05-06-2018 0.42 30.1 31.23 34.77 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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