Income-oriented debt or money-market exposure
The scheme shall seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Investors matching the scheme's duration and credit profile to their time horizon.
Interest-rate, credit, liquidity and reinvestment risk; debt funds are not fixed deposits.
How the money may be invested
Mutual Fund schemes 95% - 100% a) Debt oriented schemes 35% - 65% b) Arbitrage Funds 35% - 65% Money Market Instruments* 0% - 5% *Money Market Instruments will include commercial papers, certificates of deposit, treasury bills and government securities having a residual maturity up to one year, Tri-Party Repos, Repo in government securities and treasury bills and any other like instruments as specified by the Reserve Bank of India from time to time.
- SEBI category
- Income Plus Arbitrage Fund of Fund
- Fund type
- An open-ended fund of funds investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes
- Primary benchmark
- 60% CRISIL Short Term Bond Fund Index + 40% Nifty 50 Arbitrage TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Anurag Mittal
- Manager tenure on this scheme
- Since 04-Apr-2025
- Role / co-management
- Primary
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| UTI Income Plus Arbitrage Active Fund of Fund - Direct Plan - Growth | ₹10.8889 | 04 Sep 2026 |
| UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth | ₹10.8350 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 0.45%, Direct 0.12%
- Exit load
- Not Applicable
- Minimum application
- Direct Plan - Growth Option (Rs 1000) Regular Plan -Growth Option (Rs 1000) · multiples of Re.1
- SIP frequency
- SIP - Daily (D), Weekly (W), Monthly (M), Quarterly(Q) SWP - Monthly, Quarterly, Halfyearly (H), Annual (A) STP - Daily (D), Weekly (W), Monthly (M), Quarterly(Q)
- Minimum SIP amount
- SIP - D-500/W-500/M-500/Q-1500 SWP - M-500/Q-500/H-500/A-500 STP - D-100/W-1000/M-1000/Q-3000
- Minimum instalments
- SIP - Daily - 6, Weekly - 6, Monthly - 6, Quarterly - 4 SWP - Monthly-3, Quarterly-3, Halfyearly-3, Yearly-3 STP - Daily-20, Weekly-6, Monthly-6, Quarterly-2
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.