NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.33
0.09%
NAV as on 05 Feb 26, 12:00 AM
risk
dynamic bond
debt
NAV as on 05 Feb 26, 12:00 AM
risk
dynamic bond
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
3.28%p.a.
Since Inception
About Tata Income Plus Arbitrage Active FoF -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Income Plus Arbitrage Active FoF -Growth scheme from Tata Asset Management Private Limited. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on May 2025, Tata Income Plus Arbitrage Active FoF -Growth is Dynamic Bond fund of its category with 304.25 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.
- Tata Income Plus Arbitrage Active FoF -Growth delivered 0.0% annual returns during the last year. It has delivered 3.3% average annual returns since the fund was launched.
- Tata Income Plus Arbitrage Active FoF -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To provide long-term capital appreciation by investing in domestic mutual funds including debt oriented mutual fund schemes & arbitrage-based equity mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Top 5 Holdings
Net Payables
-4.31%
Tata Arbitrage Fund Direct - Growth
38.90%
Tata Corporate Bond Fund Direct - Growth
61.14%
Repo
4.27%
Cash/Net Current Assets
0.52%
Fund Managers
- Sailesh Jain (May 2025 - Present)
- Abhishek Sonthalia (May 2025 - Present)
- Murthy Nagarajan (Oct 2025 - Present)
Key Information
View Scheme Document
Tata Income Plus Arbitrage Active FoF -Growth SIP Calculator
If invested
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For a period of
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This Fund
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Fixed Deposit
NRI Mutual Fund Tax on Tata Income Plus Arbitrage Active FoF -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Income Plus Arbitrage Active FoF -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Income Plus Arbitrage Active FoF -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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