NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option for NRI [10.05]

Min Investment

5,000

Fund Size

0

Expense Ratio

0.6%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.05

-0.01%

NAV as on 08 Jul 25, 12:00 AM

risk

dynamic bond

debt

NAV as on 08 Jul 25, 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

0.00%p.a.

Since Inception

About Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option for NRIs

NRIs can achieve long-term capital appreciation by investing in the Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option 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 Jan 1970, Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option is Dynamic Bond fund of its category with 0 fund under management as on Jul 2025. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.

  • Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option 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 4 Holdings

TATA CORPORATE BOND FUND

61.75%

TATA ARBITRAGE FUND

38.40%

A) REPO

0.01%

Cash/Bank/Net Current Assets/(Liabilities)

-0.16%

Fund Managers

    Key Information

    View Scheme Document

    Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option SIP Calculator

    If invested

    5,000

    per month

    For a period of

    Investment of 0 could have been

    0(+0.0%)

    0 (+0.0%)

    This Fund

    0 (+0.0%)

    Fixed Deposit

    NRI Mutual Fund Tax on Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option

    Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

    Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
    Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
    Debt & other types of fundsAt tax slab rate20% with indexation benefits

    How can NRIs invest in Tata Income Plus Arbitrage Active FOF - Plan IDCW Reinvestment Option?

    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 - Plan IDCW Reinvestment Option
    • 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

    Frequently Asked Questions