Click here for top ranked funds in arbitrage mutual funds.
However, Scripbox does not recommend investing in arbitrage mutual funds.
Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.
Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.
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Scheme Information
Investment Objective
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
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.
Tata Asset Management Limited manages assets worth 57,094 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Tata Arbitrage Fund (DR-M)
About Tata Arbitrage Fund (DR-M)
Tata Arbitrage Fund (DR-M) is a arbitrage hybrid fund and has delivered an annualised return of 4.9% over a period of 3 years .The fund was previously known as Tata Arbitrage Fund Reg Mn DR.The fund is managed by Tata Asset Management Limited.The fund manager’s name is Sailesh Jain.
Tata Arbitrage Fund (DR-M) Investment Objective
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 However, there is no assurance that the objective of the scheme will be realized.
Tata Arbitrage Fund (DR-M) NAV,AUM,Risk
The Tata Arbitrage Fund (DR-M) fund was launched on Dec 18, 2018. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-03-05 is ₹ 10.7444. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 3334.810. The category risk of the Tata Arbitrage Fund (DR-M) fund is Very High Risk.
The fund charges 1.13 % as expense ratio.
Tata Arbitrage Fund (DR-M) Holdings
The fund’s highest allocation is towards others and has invested 85.9% in this asset class. The top three holdings of the fund are housing development finance corporation limited,6.17% govt stock 2021 and 7.16% govt stock 2023
Tata Arbitrage Fund (DR-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Tata Arbitrage Fund (DR-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR
Tata Arbitrage Fund (DR-M) Review
Tata Arbitrage Fund (DR-M) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Tata Arbitrage Fund (DR-M) has a score of 4 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
