Invesco India Income Plus Arbitrage Active FoF - Regular Plan

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Low to Moderate

₹1,030.4131 0.05%

As on 18-Mar-2026

Returns

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Calculate SIP Returns of Invesco India Income Plus Arbitrage Active FoF - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Low to Moderate risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Invesco India Income Plus Arbitrage Active FoF - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Invesco India Income Plus Arbitrage Active FoF - Regular Plan
Unrated
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Low to Moderate
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0.44
Unrated
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Moderate
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0.32
Unrated
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Low to Moderate
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0.18
Unrated
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Moderate
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0.33
Unrated
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Moderate
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0.45

Other details of Invesco India Income Plus Arbitrage Active FoF - Regular Plan

Assets

info

₹228 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

About Invesco India Income Plus Arbitrage Active FoF - Regular Plan

Invesco India Income Plus Arbitrage Active FoF - Regular Plan is a hybrid mutual fund scheme of Invesco Mutual Fund. Launched on July 21, 2025, it is currently managed by Deepak Gupta and Vikas Garg. The fund has an expense ratio of 0.44% with an overall AUM (Assets Under Management) of ₹228 Cr.

The scheme seeks to generate income by investing in units of actively managed debt oriented and Equity Arbitrage schemes. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.

Investment Strategy

The scheme seeks to generate income by investing in units of actively managed debt oriented and Equity Arbitrage schemes.

Suitability

Income plus Arbitrage funds are suitable for:

  • Debt allocation in your long term portfolio
  • Earning marginally higher returns than fixed deposits, with moderate volatility and flexibility to redeem anytime
  • Investment horizon of 1-3 years

Note:

  • Unlike FD, there is no guarantee of returns
  • Not suitable for long term wealth creation

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on Invesco India Income Plus Arbitrage Active FoF - Regular Plan

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FAQ for Invesco India Income Plus Arbitrage Active FoF - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Invesco India Income Plus Arbitrage Active FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Invesco India Income Plus Arbitrage Active FoF - Regular Plan can be bought from the Invesco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Invesco India Income Plus Arbitrage Active FoF - Regular Plan, is ₹1,030.4131 as of 20-Mar-2026.

Company Percentage of Portfolio

Invesco India Short Duration Direct-G

26.58

Invesco India Corporate Bond Direct-G

21.05

Invesco India Gilt Direct-G

4.45

Invesco India Money Market Direct-G

2.20

Invesco India Low Duration Direct-G

0.06
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Over the past five years, Invesco India Income Plus Arbitrage Active FoF - Regular Plan has delivered an annualised return of --% as of 20-Mar-2026.

The minimum investment required to start investing in Invesco India Income Plus Arbitrage Active FoF - Regular Plan is ₹1,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.