Home > Mutual Funds > Categories > FoF Income Plus Arbitrage
Quarterly trailing returns:
Yearly trailing returns:
Data as of 20-Dec-2025
Data as of 20-Dec-2025
Data as of 20-Dec-2025
Data as of 20-Dec-2025
Data as of 20-Dec-2025
Rolling SIP returns (less than 1 year)Data as of 20-Dec-2025
Data as of 20-Dec-2025
Rolling Lumpsum returnsData as of 20-Dec-2025
Rolling SWP returnsData as of 20-Dec-2025
Rolling SIP returns with 10% step-upData as of 20-Dec-2025
Rolling SWP returns with 10% step-upData as of 20-Dec-2025
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 20-Dec-2025.
For resident Indians 🇮🇳:
For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬: To understand how this article can help you:
Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator
Next steps:
We are currently at 568 posts and growing fast. Search this site: Copyright © 2021-2025 Arthgyaan.com. All rights reserved.
Best FoF Income Plus Arbitrage Funds in 2025
What are FoF Income Plus Arbitrage funds?
| Funds Included | All Fund Returns (3Y annualised) |
Top 5 fund Returns (3Y annualised) |
|---|---|---|
| 20 | 9.78% | 11.35% |
This fund category is an example of Other Schemes – ETFs and Fund of Funds.
Other schemes include Exchange Traded Funds (ETFs) and Fund of Funds (FoFs). ETFs are passively managed, tracking market indices to replicate their performance at low cost. Fund of Funds invest in other mutual funds to provide diversification across asset classes and fund houses. These schemes suit investors seeking broad market exposure, diversification, and cost efficiency with minimal active management.
Trailing returns for FoF Income Plus Arbitrage funds
These are average returns over the indicated period.
Monthly trailing returns:| Nov-2025 | Oct-2025 | Sep-2025 | Aug-2025 | Jul-2025 | Jun-2025 |
|---|---|---|---|---|---|
| 0.40% | 0.67% | 0.60% | 0.05% | 0.56% | 0.34% |
Quarterly trailing returns:
| 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 | 2024Q3 |
|---|---|---|---|---|---|
| 1.07% | 1.19% | 2.75% | 1.78% | 0.20% | 3.98% |
Yearly trailing returns:
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 6.98% | 10.63% | 11.81% | 3.53% | 10.93% | 9.19% |
Rolling returns for FoF Income Plus Arbitrage funds
SIP
10% Step-up SIP
Lump sum
SWP
10% Step-up SWP
| Metric | Any 1Y SIP | Any 2Y SIP | Any 3Y SIP | Any 5Y SIP | Any 7Y SIP | Any 10Y SIP |
|---|---|---|---|---|---|---|
| Minimum | -4.3% | 3.79% | 3.49% | 5.76% | 7.96% | 8.94% |
| Median | 7.18% | 7.46% | 8.35% | 8.32% | 8.51% | 8.99% |
| Maximum | 18.95% | 11.05% | 12.52% | 10.78% | 9.29% | 9.05% |
| Risk | 4.3% | 1.5% | 2.16% | 1.05% | 0.32% | 0.04% |
| Sharpe Ratio | 4.16% | 30.55% | 62.39% | 125.92% | 464.32% | 5148.15% |
| Metric | Any 1Y SIP | Any 2Y 目↑ SIP | Any 3Y 目↑ SIP | Any 5Y 目↑ SIP | Any 7Y 目↑ SIP | Any 10Y 目↑ SIP |
|---|---|---|---|---|---|---|
| Minimum | -4.3% | 7.81% | 8.96% | 9.01% | 9.39% | 9.0% |
| Median | 7.18% | 8.19% | 9.19% | 9.13% | 9.48% | 9.06% |
| Maximum | 18.95% | 8.56% | 9.41% | 9.28% | 9.6% | 9.13% |
| Risk | 4.3% | 0.23% | 0.15% | 0.1% | 0.07% | 0.04% |
| Sharpe Ratio | 4.16% | 510.95% | 1420.14% | 2188.46% | 3405.88% | 4810.0% |
| Metric | Any 1Y | Any 2Y | Any 3Y | Any 5Y | Any 7Y | Any 10Y |
|---|---|---|---|---|---|---|
| Minimum | -2.52% | 5.34% | 5.19% | 5.75% | 8.0% | 8.58% |
| Median | 7.1% | 8.16% | 8.39% | 8.08% | 8.44% | 8.66% |
| Maximum | 19.04% | 11.75% | 11.72% | 10.21% | 8.97% | 8.76% |
| Risk | 4.21% | 1.5% | 1.23% | 1.05% | 0.22% | 0.05% |
| Sharpe Ratio | 2.48% | 76.87% | 113.01% | 102.73% | 661.18% | 3145.95% |
| Metric | Any 1Y SWP | Any 2Y SWP | Any 3Y SWP | Any 5Y SWP | Any 7Y SWP | Any 10Y SWP |
|---|---|---|---|---|---|---|
| Minimum | -3.57% | 5.71% | 3.9% | 5.17% | 7.61% | 7.99% |
| Median | 7.12% | 9.12% | 8.63% | 7.8% | 8.22% | 8.2% |
| Maximum | 21.72% | 13.97% | 14.29% | 10.76% | 9.24% | 8.48% |
| Risk | 4.97% | 1.99% | 2.23% | 1.47% | 0.35% | 0.16% |
| Sharpe Ratio | 2.35% | 106.49% | 73.17% | 54.37% | 350.21% | 766.36% |
| Metric | Any 1Y SWP | Any 2Y 目↑ SWP | Any 3Y 目↑ SWP | Any 5Y 目↑ SWP | Any 7Y 目↑ SWP | Any 10Y 目↑ SWP |
|---|---|---|---|---|---|---|
| Minimum | -3.57% | 10.68% | 10.19% | 8.87% | 8.76% | 8.07% |
| Median | 7.12% | 11.33% | 10.44% | 9.07% | 8.94% | 8.25% |
| Maximum | 21.72% | 12.07% | 10.75% | 9.38% | 9.16% | 8.49% |
| Risk | 4.97% | 0.46% | 0.16% | 0.15% | 0.1% | 0.14% |
| Sharpe Ratio | 2.35% | 946.6% | 2194.33% | 1377.5% | 1884.72% | 910.42% |
Fundwise SIP, Lumpsum and SWP returns
Rolling SIP returns (less than 1 year)
Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.
Rolling SIP returns (1 year or more):
SIP Calculator
Rolling Lumpsum returns
Rolling SWP returns
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Rolling SWP returns with 10% step-up
Note:N.A. in returns indicate that the fund does not have sufficient history.
Tables have been updated on 20-Dec-2025
How are FoF Income Plus Arbitrage funds taxed on selling?
| Income Plus Arbitrage FoF Tax for FY2025-26 |
STCG Rate | LTCG Eligibility | LTCG Rate |
|---|---|---|---|
| Bought Anytime | Slab | After 2Y | 12.5% |
Note:
- Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
- Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
- Switches, SWP and selling any lump sum amount are taxable as per the table above.
Explore All Funds Belonging to this Type
FoF Domestic FoF Overseas FoF Income Plus Arbitrage Gold ETF Silver ETF ETFsExplore All Funds Belonging to different AMCs
360 ONE Mutual Fund Abakkus Mutual Fund Aditya Birla Sun Life Mutual Fund Angel One Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund Choice Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Franklin Templeton Mutual Fund Groww Mutual Fund HDFC Mutual Fund HSBC Mutual Fund Helios Mutual Fund ICICI Prudential Mutual Fund ITI Mutual Fund Invesco Mutual Fund JM Financial Mutual Fund Jio BlackRock Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund NJ Mutual Fund Navi Mutual Fund Nippon India Mutual Fund Old Bridge Mutual Fund PGIM India Mutual Fund PPFAS Mutual Fund Quantum Mutual Fund SBI Mutual Fund Samco Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund The Wealth Company Mutual Fund Trust Mutual Fund UTI Mutual Fund Unifi Mutual Fund Union Mutual Fund WhiteOak Capital Mutual Fund Zerodha Mutual Fund quant Mutual FundExplore Different Categories of Mutual Funds
Equity Scheme funds Debt Scheme funds Hybrid Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or BothDisclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 20-Dec-2025.
What's next? You can join the Arthgyaan WhatsApp community
You can stay updated on our latest content and learn about our webinars. Our community is fully private so that no one, other than the admin, can see your name or number. Also, we will not spam you.For resident Indians 🇮🇳:
For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬: To understand how this article can help you:
If you have a comment or question about this article
The following button will open a form with the link of this page populated for context:If you liked this article, please leave us a rating
The following button will take you to Trustpilot:Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator
Latest articles:
Tax
News
What Should You Do If You Have Received the Income Tax SMS Regarding Processing of the said return was held?
Article: This article shows the next steps to be taken for tax payers receiving the SMS regarding processing of their income tax return is now held as it was identified under risk management process.
Published: 23 December 2025
12 MIN READ
Tax
News
What Should You Do If You Have Received the Income Tax Email Regarding Data Has Been Shared by a Foreign Jurisdiction or the USA authorities?
Article: This article outlines the next steps for taxpayers who receive an email or SMS regarding missed or incomplete Schedule FA, based on FATCA/CRS data-sharing agreements.
Published: 18 December 2025
14 MIN READ
Topics you will like:
Asset Allocation (19) Basics (8) Behaviour (20) Budget (24) Budgeting (12) Calculator (36) Case Study (7) Children (22) Choosing Investments (40) FAQ (20) FIRE (19) Fixed Deposit (10) Free Planning Tool (16) Gold (29) Health Insurance (8) House Purchase (43) Index Funds (6) Insurance (20) International Investing (16) Life Stages (2) Loans (27) Market Data (10) Market Movements (28) Mutual Funds (89) NPS (17) NRI (44) News (41) Pension (11) Portfolio Construction (61) Portfolio Review (32) Reader Questions (9) Real Estate (16) Research (6) Retirement (45) Return to India (8) Review (27) Risk (8) Safe Withdrawal Rate (6) Screener (8) Senior Citizens (6) Set Goals (29) Step by step (15) Stock Investing (5) Tax (110)Next steps:
1. Email me with any questions.
2. Use our goal-based investing template to prepare a financial plan for yourself.Don't forget to share this article on WhatsApp or Twitter or post this to Facebook.
Discuss this post with us via Facebook or get regular bite-sized updates on Twitter.
More posts...Disclaimer: Content on this site is for educational purpose only and is not financial advice. Nothing on this site should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.
This post titled Best FoF Income Plus Arbitrage Funds in 2025 first appeared on at https://arthgyaan.com
We are currently at 568 posts and growing fast. Search this site: Copyright © 2021-2025 Arthgyaan.com. All rights reserved.