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

Fund House: UTI Mutual Fund

Category: Fund of Funds-Domestic-Debt

Status: Open Ended Schemes

Launch Date: 04-04-2025

Minimum Investment: 1000.0

Asset Class: Debt

Minimum Topup: 1000.0

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

Total Assets: 76.0 As on (30-04-2025)

Expense Ratio: 0.5% As on (30-04-2025)

Turn over: 81.00% | Exit Load: Not Applicable

NAV as on 12-06-2025

10.1726

-2.0E-4

CAGR Since Inception

1.64%

PERFORMANCE

Scheme Performance  (%) 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 - - - - 1.64
Benchmark - - - - -
Fund of Funds-Domestic-Debt 9.19 11.87 16.1 7.87 7.85

Funds Manager

Anurag Mittal

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
UTI Income Plus Arbitrage Active Fund of Fund Reg Plan Gr 04-04-2025 0.0 0.0 0.0 0.0 0.0
BHARAT Bond ETF FOF April 2032 Reg Gr 05-12-2021 11.84 9.09 9.58 0.0 0.0
Bharat Bond FOF Apr 2031 Reg Gr 05-07-2020 11.56 8.92 9.34 0.0 0.0
BHARAT Bond ETF FOF April 2033 Reg Gr 14-12-2022 11.47 9.05 0.0 0.0 0.0
Motilal Oswal 5 Year G-Sec FOF Reg Gr 05-10-2021 11.35 8.57 8.23 0.0 0.0
Bharat Bond FOF Apr 2030 Reg Gr 05-12-2019 10.87 8.59 9.08 7.28 0.0
ICICI Pru Debt Mngmt FOF Gr 01-12-2003 9.37 8.37 8.28 6.9 7.87
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Reg Gr 31-10-2021 8.0 7.2 7.36 0.0 0.0
ICICI Pru Bharat 22 FOF Cum 05-06-2018 -0.94 29.47 31.2 34.12 0.0

Asset Allocation (%)

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-Domestic-Debt - - - - - -