March 20, 2025
mayank
UTI 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 UTI Income Plus Arbitrage Active FoF Open Date, Close Date?
NFO opens on March 21, 2025
NFO will close on April 03, 2025
Investment Strategy for this NFO?
The scheme seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes.
Basic Details
| Fund House | UTI Mutual Fund |
| Issue Open | 21 March 2025 |
| Issue Close | 03 April 2025 |
| Type | Open-ended |
| Category | Debt: Others |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Moderate |
| Benchmark | CRISIL Short Duration Debt A-II Index (60), NIFTY 50 Arbitrage TRI (40) |
About Benchmark Index for this NFO?
X
Fund Managers of UTI Income Plus Arbitrage Active FoF
1) Anurag Mittal
Education: Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.
Experience: Prior to joining UTI Mutual Fund, he worked with IDFC AMC, HDFC AMC ( Sept. 2012 – Oct. 2015), Axis AMC (July 2009 – Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).
AMC
UTI Asset Management Company Ltd
Address: UTI Tower, Plot C-1, GN Block, Banrda Kurla Complex, Bandra (East) Mumbai – 400051
Website: http://www.utimf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for UTI Income Plus Arbitrage Active FoF @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of CRISIL Short Duration Debt A-II 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 Anurag Mittal
| Fund | UTI Corporate Bond Fund | It’s Benchmark | UTI Low Duration Fund | It’s Benchmark |
| 1 Year | 7.76 | 7.57 | 7.53 | 4.79 |
| 3 Year | 6.35 | 6.66 | 6.65 | 4.09 |
| 5 Year | 6.82 | 5.58 | 7.31 | 3.42 |
| 7 Year | — | — | 5.42 | 3.64 |
| 10 Year | — | — | 6.22 | 3.92 |
As on 20-3-2025
Note on Fund Managers’ performance
X
[ C ] Conclusion
X
Is it good to invest in UTI Income Plus Arbitrage Active Fund of Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks
https://sahifund.com/icici-prudential-nifty-ev-new-age-automotive-etf/