Question 1

Which funds are similar to Tata Income Plus Arbitrage Active FoF Direct-Growth?

Accepted Answer

Funds similar to Tata Income Plus Arbitrage Active FoF Direct-Growth in the Hybrid: Income plus Arbitrage category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Tata Income Plus Arbitrage Active FoF Direct-Growth compare to the category average?

Accepted Answer

The comparison of Tata Income Plus Arbitrage Active FoF Direct-Growth against the Hybrid: Income plus Arbitrage category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Tata Income Plus Arbitrage Active FoF Direct-Growth in its category?

Accepted Answer

The rank of Tata Income Plus Arbitrage Active FoF Direct-Growth within the Hybrid: Income plus Arbitrage category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Tata Income Plus Arbitrage Active FoF Direct-Growth?

Accepted Answer

Top alternatives to Tata Income Plus Arbitrage Active FoF Direct-Growth in the Hybrid: Income plus Arbitrage category, sorted by AUM, are listed in the Similar Funds tab.

Question 5

How does Tata Income Plus Arbitrage Active FoF Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Tata Income Plus Arbitrage Active FoF Direct-Growth is 0.09%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Tata Income Plus Arbitrage Active FoF Direct-Growth's AUM compare to similar funds?

Accepted Answer

Tata Income Plus Arbitrage Active FoF Direct-Growth has an AUM of ₹ 244.35 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Hybrid: Income plus Arbitrage category?

Accepted Answer

The top-performing funds by 3-year returns in the Hybrid: Income plus Arbitrage category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Tata Income Plus Arbitrage Active FoF Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Tata Income Plus Arbitrage Active FoF Direct-Growth beats index funds in the Hybrid: Income plus Arbitrage category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Tata Income Plus Arbitrage Active FoF Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Risk-adjusted performance of Tata Income Plus Arbitrage Active FoF Direct-Growth using Sharpe ratio, alpha and beta relative to category peers is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking the same benchmark with lower costs?

Accepted Answer

Funds in the same category as Tata Income Plus Arbitrage Active FoF Direct-Growth are listed in the Similar Funds tab. Use the expense ratio column to identify lower-cost alternatives offering similar market exposure.

Tata Income Plus Arbitrage Active FoF Direct-Growth

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