Formerly Tata Arbitrage Fund Reg Gr
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 20)
6 Month CAGR
The investment objective of the Scheme is to seek to generate reasonable returns by investing predominantly in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns
Launched (5y ago)
Dec 18, 2018
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Arbitrage Fund (Growth)||NaN||NaN||%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives66.5%
tata money market dir gr16.8%
housing development finance corp ltd4.1%
housing development finance corporation ltd^4.1%
|Fund Name||Fund Size||Rolling Returns|
₹ 47,245 cr
₹ 14,457 cr
₹ 20,146 cr
₹ 13,095 cr
₹ 47,245 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 101,587 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 4.8% over a period of 4 years. The fund was previously known as Tata Arbitrage Fund Reg Gr. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sailesh Jain.
Nav of Tata Arbitrage Fund (G) as of 3/20/2023 is ₹12.22 with the total AUM as of 3/21/2023 is ₹5925.661. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Arbitrage Fund (G) was launched on Dec 18, 2018. The category risk of the fund is Low Risk.
The minimum SIP amount for Tata Arbitrage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Arbitrage Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
Tata Arbitrage Fund (G) is rated as a 0 fund in Debt and delivered 4.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Arbitrage Fund (G).
What is Tata Arbitrage Fund (G)?
How to invest in Tata Arbitrage Fund (G)?
You can invest in Tata Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Arbitrage Fund (G)?
The minimum sip amount for Tata Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Arbitrage Fund (G) good to invest in?
As per Scripbox experts, Tata Arbitrage Fund (G) is a Not Reviewed Yet fund. You can investTata Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Arbitrage Fund (G)?
The expense ratio of the Tata Arbitrage Fund (G) is 1.06% for regular plan.