SCHEME OVERVIEW

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

Category: Fund of Funds-Income Plus Arbitrage
Launch Date: 04-04-2025
Asset Class: Mixed Asset
Benchmark: CRISIL Short Duration Debt A-II Index (60), NIFTY 50 Arbitrage TRI (40)
Expense Ratio: 0.56% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 185.27 Cr As on (30-06-2026)
Turn over: 0.61
NAV as on 20-07-2026

10.7726

-0 (-0.0214%)

CAGR Since Inception

5.91%

CRISIL Short Duration Debt A-II Index (60), NIFTY 50 Arbitrage TRI (40) 7.34%

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

Scheme Performance (%) Data as on - 20-07-2026

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 5.29 - - - 5.91
Benchmark - - - - -
Fund of Funds-Income Plus Arbitrage 5.3 8.37 7.41 7.73 5.9

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. 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.

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-Income Plus Arbitrage - - - - - -

PEER COMPARISION

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 (%)