April 29, 2025
mayank
Tata Income Plus Arbitrage Active FOF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Tata Income Plus Arbitrage Active FOF Open Date, Close Date?
NFO opens on May 05, 2025
NFO will close on May 19, 2025
Investment Strategy for this NFO?
The scheme seeks to provide long-term capital appreciation by investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes.
Basic Details
| Fund House | Tata Mutual Fund |
| Issue Open | 05 May 2025 |
| Issue Close | 19 May 2025 |
| Type | Open-ended |
| Category | Debt: Others |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 30 days |
| Riskometer | Low to Moderate |
| Benchmark | CRISIL Composite Bond Index (60), NIFTY 50 Arbitrage TRI (40) |
About Benchmark Index for this NFO?
Fund Managers of Tata Income Plus Arbitrage Active FOF
1) Abhishek Sonthalia
Education: Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience: Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.
2) Sailesh Jain
Education: Mr. Jain is a Commerce Graduate and an MBA.
Experience: Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
AMC
Tata Asset Management Private Ltd
Address: 9th Floor, Mafatlal Centre, Nariman Point, Mumbai – 400021
Website: http://www.tatamutualfund.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Tata Income Plus Arbitrage Active FOF @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of CRISIL Composite Bond Index (60), NIFTY 50 Arbitrage TRI (40)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Abhishek Sonthalia
| Fund | Tata Short Term Bond Fund | It’s Benchmark | Tata Treasury Advantage Fund | It’s Benchmark |
| 1 Year | 8.79 | 4.55 | 7.84 | 4.55 |
| 3 Year | 6.61 | 4.12 | 6.67 | 4.12 |
| 5 Year | 6.06 | 3.34 | 6.04 | 3.34 |
| 7 Year | 5.71 | 3.61 | 5.66 | 3.61 |
| 10 Year | 6.12 | 3.89 | 6.28 | 3.89 |
As on 29-04-2025
Past Performance of Sailesh Jain
| Fund | Tata Balanced Advantage Fund | It’s Benchmark | Tata ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 5.58 | 7.33 | 7.92 | 6.90 |
| 3 Year | 10.68 | 12.24 | 14.82 | 14.94 |
| 5 Year | 14.71 | 17.14 | 22.72 | 24.83 |
| 7 Year | — | — | 12.92 | 14.19 |
| 10 Year | — | — | 13.90 | 13.85 |
As on 29-04-2025
Note on Fund Managers’ performance
X
[ C ] Our NFO Review
X
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Tata Income Plus Arbitrage Active FOF NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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