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

Q: How to check the XIRR of UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

Expense Ratio: 0.5

Risk: Moderate

Other Scheme - FoF Domestic

Plan: Regular

Benchmark: 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI

Inception: 21-03-2025

Exit Load: Nil

Fund Size:₹257.11 Cr

Performance

Fund4.76%

Cat. Avg.6.57%

FundN/A

Cat. Avg.15.12%

FundN/A

Cat. Avg.18.42%

FundN/A

Cat. Avg.12.05%

10Y

FundN/A

Cat. Avg.10.99%

Fund5.47%

Cat. Avg.11.44%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

No available Data

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Top Sectors

No available Data

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Asset Class

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	Val (Cr)	% Assets
1	MF UNITS UTI - CORPORATE BOND FUND	Mutual Fund	Mutual Fund Units	Mutual Fund Units	113.94	61.50%
2	MF UNITS UTI - ARBITRAGE FUND	Mutual Fund	Mutual Funds	Mutual Funds	65.90	35.57%
3	NET CURRENT ASSETS	CASH	Others	Others	5.44	2.93%

Similar Funds

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Expense Ratio: 1.54

NAV / Fund Size

₹132.64₹38,018.02 Cr

Incep: 11-02-2008

Small Cap FundVery High RiskEquity

-1.75%

3.33%

14.53%

16.90%

16.67%

Fund Details

HDFC Small Cap Fund - Growth Option

NAV / Fund Size₹132.64₹38,018.02 Cr

Small Cap FundVery High RiskEquity

-1.75%

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14.53%

16.90%

16.67%

Bank Of India Small Cap Fund Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.02

NAV / Fund Size

₹51.23₹1,942.06 Cr

Incep: 28-11-2018

Small Cap FundVery High RiskEquity

11.61%

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21.96%

19.38%

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Fund Details

Bank Of India Small Cap Fund Regular Plan Growth

NAV / Fund Size₹51.23₹1,942.06 Cr

Small Cap FundVery High RiskEquity

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UTI Arbitrage Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 0.76

NAV / Fund Size

₹36.77₹10,386.89 Cr

Incep: 09-06-2006

Arbitrage FundLow RiskHybrid

5.56%

6.43%

6.83%

5.92%

6.75%

Fund Details

UTI Arbitrage Fund - Regular Plan - Growth Option

NAV / Fund Size₹36.77₹10,386.89 Cr

Arbitrage FundLow RiskHybrid

5.56%

6.43%

6.83%

5.92%

6.75%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61311	+2.2%	+4.6%
SI	07 May, 25	90000	93148	+3.5%	+4.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.05 L.	+4.8%	+4.8%
SI	08 Apr, 25	1 L.	1.08 L.	+8.4%	+5.5%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.