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UTI Income Plus Arbitrage Active FoF Standard Growth

GrowthRegular
10.430.01% (+0.00)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

FoFs (Domestic) - Hybrid

Small-size Fund

Assets Under Mgmt: ₹ 264 Cr

Moderate Risk

Principle investment will be at moderate risk

Scorecard

Performance

Low

Hasn’t fared well - amongst the low performers in sub-category

Risk

Avg

Average risk vs others in sub-category

Cost

Low

Expense that wouldn't create any worry

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FoFs (Domestic) - Hybrid

Small-size Fund

Assets Under Mgmt: ₹ 264 Cr

Moderate Risk

Principle investment will be at moderate risk

UTI Income Plus Arbitrage Active FoF Performance & Key Metrics

UTI Income Plus Arbitrage Active FoF Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.507.093.03
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.446.791.48

UTI Income Plus Arbitrage Active FoF Scheme InfoUTI Income Plus Arbitrage Active FoF Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Short Term Bond Index

About FoFs (Domestic) - Hybrid

About FoFs (Domestic) - Hybrid

These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.

UTI Income Plus Arbitrage Active FoF Portfolio

UTI Income Plus Arbitrage Active FoF Asset Allocation

UTI Income Plus Arbitrage Active FoF Asset Allocation

Actual

Target

Jun 2025

Sep 2025

Nov 2025

ACTUAL
Cash & EquivalentsMutual Funds0.58%99.42%

Jun 2025

Sep 2025

Nov 2025

Tickertape Separator

UTI Income Plus Arbitrage Active FoF Sector Distribution

UTI Income Plus Arbitrage Active FoF Sector Distribution

Others100.00 %

Jun 2025

Sep 2025

Nov 2025

Tickertape Separator

UTI Income Plus Arbitrage Active FoF Sector Weightage

UTI Income Plus Arbitrage Active FoF Sector Weightage

Sep 24Dec 24Mar 25Jun 25Sep 25Nov 25N/AN/AN/A100.00%100.00%100.00%
Others as a % of total holdings for last six quarters
Tickertape Separator

UTI Income Plus Arbitrage Active FoF Current Holdings

UTI Income Plus Arbitrage Active FoF Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of UTI Income Plus Arbitrage Active FoF

AMC Profile of UTI Income Plus Arbitrage Active FoF

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

  • No.of Schemes

    71

  • Total AUM

    ₹ 2,64,642.18 Cr.

UTI Income Plus Arbitrage Active FoF Manager Details

UTI Income Plus Arbitrage Active FoF Manager Details

UTI Income Plus Arbitrage Active FoF Manager Profile

UTI Income Plus Arbitrage Active FoF Manager Profile

Anurag Mittal

AUM:  ₹50,047.22 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 4yrs

Qualification

B.Com, ACA, MSc

Past Experience

Mr. Anuraj Mittal has Wide experience in credit research.

Funds Managed (22)
1.10%
1.10%
1.58%
1.58%
1.73%
1.73%
1.65%
1.65%
1.73%
1.73%
0.10%
0.10%
0.50%
0.50%

UTI Income Plus Arbitrage Active FoF Manager Performance (0)

UTI Income Plus Arbitrage Active FoF Manager Performance (0)

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UTI Income Plus Arbitrage Active FoF Tax Implications

UTI Income Plus Arbitrage Active FoF Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-

You make

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of UTI Income Plus Arbitrage Active FoF?

    The current NAV of UTI Income Plus Arbitrage Active FoF is ₹10.43, as of 12th December 2025.

  2. What are the top 5 sectoral holdings of UTI Income Plus Arbitrage Active FoF?

    The top sectors UTI Income Plus Arbitrage Active FoF has invested in are as follows:
    • Others | 100.00%
    This data is as on 12th December 2025.

  3. What are the top 5 holdings of UTI Income Plus Arbitrage Active FoF?

    The top 5 holdings for UTI Income Plus Arbitrage Active FoF are as follows:
    • MF UNITS UTI - CORPORATE BOND FUND | 61.49%
    • MF UNITS UTI - ARBITRAGE FUND | 37.93%
    • NET CURRENT ASSETS | 0.58%
    This data is as on 12th December 2025.

  4. What is the asset allocation of UTI Income Plus Arbitrage Active FoF?

    The asset allocation for UTI Income Plus Arbitrage Active FoF is as follows:
    • Mutual Funds | 99.42%
    • Cash & Equivalents | 0.58%
    This data is as on 12th December 2025.

  5. What is the AUM of UTI Income Plus Arbitrage Active FoF?

    The AUM (i.e. assets under management) of UTI Income Plus Arbitrage Active FoF is ₹264.86 Cr as of 12th December 2025.

  6. What is the expense ratio of UTI Income Plus Arbitrage Active FoF?

    The expense ratio of UTI Income Plus Arbitrage Active FoF Plan is 0.50 as of 12th December 2025.

  7. What is the volatility or standard deviation of UTI Income Plus Arbitrage Active FoF?

    The volatility or standard deviation for the UTI Income Plus Arbitrage Active FoF is 0.72

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  8. What is the sharpe ratio of UTI Income Plus Arbitrage Active FoF?

    The Sharpe ratio for the UTI Income Plus Arbitrage Active FoF is 3.03

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  9. What is the Sortino ratio of UTI Income Plus Arbitrage Active FoF?

    The Sortino Ratio for the UTI Income Plus Arbitrage Active FoF is 0.43

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.