UTI Income Plus Arbitrage Active Fund of Fund Direct growth

Equity • Arbitrage • Direct growth

Insufficient fund history to generate its report card

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Fund House

UTI

Inc: 19 Sep 1986 • Total AUM: ₹1,80,806 Cr • Rank #8

UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.

Risk

Category risk

Moderately high

As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Fund Info

Equity

Arbitrage

Direct growth

Launched On

08 Apr 2025

Lock-in Period

No lock-in

NAV

as of 04 Apr 2025

₹10

AUM

₹0 Cr

Benchmark

Fund Plan

Tax info and exit load

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

Fund Managers

Anurag Mittal

Experience: 6.05 yrs • Total AUM: 9,89,324 Cr

Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.

Tax info and exit load

What is tax on Mutual funds?

Profits gained from investment in mutual funds are subject to taxation like any other asset-class investments. Factors that affect these taxes are:

Fund types (debt-oriented or equity)
Dividend
Capital gains
Holding period of investor

What is exit load?

It is a fee charged by the mutual fund houses if investors exit a scheme partially or fully within a certain period from the date of investment, as specified in the Scheme Information Document.

What are Indexation benefits?

Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it. A higher purchase price means lesser profits, which effectively means a lower tax. With the help of indexation, you will be able to lower your long-term capital gains, which brings down your taxable income.