UTI Income Plus Arbitrage Active FoF Direct-Growth
Hybrid: Income plus Arbitrage - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Hybrid: Income plus Arbitrage
NAV: ₹10.82+0.03%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of UTI Income Plus Arbitrage Active FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 17 Apr, 2026 - 16 Jul, 2026 | - | - | - |
| Average returns | 5.62% | - | - | - |
| Standard deviation | 0.40% | - | - | - |
| Best returns | 6.39% 1 year ending on 17 Apr, 2026 | - | - | - |
| Worst returns | 4.86% 1 year ending on 27 May, 2026 | - | - | - |
| Period with positive return | 100.00% | - | - | - |
| Period with return > 5% | 85.48% | - | - | - |
| Period with return > 10% | 0.00% | - | - | - |
| Period with return > 15% | 0.00% | - | - | - |
| Beat % Category | 8.06% | - | - | - |
| Beat % Benchmark | 95.16% | - | - | - |
Trailing Returns
Point-to-point returns of UTI Income Plus Arbitrage Active FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
3.1%
3.2%
-7.2%
YTD
0.6%
0.7%
0.7%
1 M
3.1%
3.3%
-5.7%
6 M
5.7%
5.7%
-3.4%
1 Y
8.2%
3 Y
9.9%
5 Y
12.3%
10 Y
Fund
Hybrid: Income plus Arbitrage
Benchmark
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.11% | 0.60% | 3.12% | 5.68% | - | - | - | 6.34% |
| Hybrid: Income plus Arbitrage | 3.25% | 0.73% | 3.26% | 5.71% | - | - | - | - |
| Rank in category | 11 | 14 | 10 | 8 | - | - | - | - |
| Funds in category | 13 | 14 | 13 | 11 | 0 | 0 | 0 | - |
Period Returns
Calendar-year, quarterly and monthly return history of UTI Income Plus Arbitrage Active FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of UTI Income Plus Arbitrage Active FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of UTI Income Plus Arbitrage Active FoF Direct-Growth?
UTI Income Plus Arbitrage Active FoF Direct-Growth has delivered a 1-year return of 5.68% as of 16 Jul 2026.
What are the 3-year returns of UTI Income Plus Arbitrage Active FoF Direct-Growth?
The 3-year CAGR for UTI Income Plus Arbitrage Active FoF Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of UTI Income Plus Arbitrage Active FoF Direct-Growth?
The 5-year CAGR for UTI Income Plus Arbitrage Active FoF Direct-Growth is shown in the Trailing Returns section above.
What are the returns of UTI Income Plus Arbitrage Active FoF Direct-Growth since inception?
Since its launch on 7 Apr 2025, UTI Income Plus Arbitrage Active FoF Direct-Growth has delivered a CAGR of 6.34%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has UTI Income Plus Arbitrage Active FoF Direct-Growth performed vs its category over the long term?
Category rank for UTI Income Plus Arbitrage Active FoF Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of UTI Income Plus Arbitrage Active FoF Direct-Growth?
The Sharpe ratio of UTI Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of UTI Income Plus Arbitrage Active FoF Direct-Growth?
The alpha of UTI Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of UTI Income Plus Arbitrage Active FoF Direct-Growth?
The beta of UTI Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of UTI Income Plus Arbitrage Active FoF Direct-Growth?
The average 1-year and 3-year rolling returns of UTI Income Plus Arbitrage Active FoF Direct-Growth is 5.62% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.