Overview
The fund seeks to optimize risk-adjusted returns by allocating investments across various domestic debt oriented mutual fund schemes and arbitrage mutual fund scheme. The allocation across the underlying funds will be done taking into consideration the prevailing interest rate scenario, yield curve & spreads, liquidity, general macroeconomic condition, political and fiscal environment, inflationary expectations, other economic considerations, and arbitrage opportunities in the cash and derivatives segments of the equity market.
Features
- Aims to blend investments in fixed income funds with an allocation of less than 65% and more than 35% in arbitrage funds, providing tax advantage.
- Active rebalancing in underlying fixed income schemes with the evolving interest rate scenario
- The fixed income component aims stability with low reinvestment risk, while the arbitrage component captures equity market spreads.
- Gives access to multiple schemes with a single transaction.
UTI Income Plus Arbitrage Active Fund of Fund
| Mutual Fund | UTI Mutual Fund |
| Scheme Name | UTI Income Plus Arbitrage Active Fund of Fund |
| Objective of Scheme | 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. |
| Scheme Type | Open Ended |
| Scheme Category | Other Scheme – FoF Domestic |
| New Fund Launch Date | 21-Mar-2025 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 03-Apr-2025 |
| Indicate Load Seperately | Entry Load – Nil, Exit Load – Nil. |
| Minimum Subscription Amount | Rs 1000 and in multiple of Rs 1/- thereafter |
| For Further Details Please Visit Website | https://www.utimf.com |
(source:https://www.amfiindia.com/)
Zerodha Overnight Fund NFO
Application Form
Scheme Documents
(source:https://www.utimf.com/)
