Low Income Tax: Tata Income Plus Arbitrage Active
Fund of Fund…!
Tata Mutual Fund
has launched the Tata Income Plus Arbitrage Active Fund of Fund. This FoF will
allocate 65% its total corpus to Tata Corporate Bond Fund and 35% to Tata
Arbitrage Fund.
Income Plus
Arbitrage FoF is a new fund category and is similar to debt funds but with
additional tax benefits compared to pure debt funds. Under this, any gains
arising from FoFs will be considered long-term after 24 months. Such long-term
capital gains will be taxed in line with equity taxation, i.e., at 12.5% on
gains.
In the current
environment where debt yields are attractive and volatility in equity market
persists, a hybrid strategy like this can potentially offer superior post-tax
returns compared to traditional debt funds. The fund’s active allocation and
smart liquidity management aim at optimizing returns.
Minimum Investment ₹ 5,000
Open Date: 05 May-2025
Close Date: 19 May-2025
Allotment Date : 22-May-2025
For more details and investment..!
Mr. K P Venkatarama
Krishnan,
Founder, Viruksham
Finmart Private Ltd
Chennai
E - Mail:
kpvenkat02@gmail.com
Cell Number: 98410
34997
Read articles written by Mr. K P Venkatarama Krishnan in Nanayam
Vikatan, a leading personal finance magazine.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme
related documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
