UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

NAV as on 01-01-0001

₹ 10

0.1%

1D

Inception Returns

0.6%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
55 people have invested ₹ 3.6L in UTI Income Plus Arbitrage Active Fund of Fund Direct Growth in the last three months

About UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth is a hybrid fund. This fund was started on 4 April, 2025. The fund is managed by Anurag Mittal. This fund gives you the benefit of diversification.

Key Parameters

  1. UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has given a CAGR return of 0.59% since inception.

Holdings

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has allocated its funds majorly in .

Taxation

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Income Plus Arbitrage Active Fund of Fund Direct Growth has no lock in period.

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth Overview

Expense ratio--
Benchmark
CRISIL Short Duration Debt A-II TR INR
AUM₹0 Cr
Inception Date4 April, 2025
Min Lumpsum/SIP₹1000/₹500
Exit Load0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Moderately High risk
  • Returns %

  • Fund Ratios

  • Overview

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Anurag Mittal
Anurag Mittal
Fund Manager of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth, since 4 April 2025
Fund House
UTI Asset Management Co Ltd
Total Schemes
Total AUM
₹2.21L Cr
as on 31-Mar-2025
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051
Phone
+912266786666
Website
pms_care@uti.co.in

UTI Income Plus Arbitrage Active Fund of Fund Direct Growth Highlights

Risk meter
pointer

Moderately High risk

Investors understand that their principal will be at Moderately High risk
About the fund

About the fund

This fund has delivered returns of 0.59% since inception (4th April 2025)

Frequently Asked Questions for UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

The current NAV of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth is ₹10 as on 01-Jan-0001.
Existing (Absolute + CAGR) as on 01-Jan-0001.
UTI Income Plus Arbitrage Active Fund of Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
Anurag Mittal is the fund manager of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth
The Exit load of UTI Income Plus Arbitrage Active Fund of Fund Direct Growth is 0%