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  • Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M)

Formerly Tata Arbitrage Reg Mn DR

TATA Mutual Fund

Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M)

HybridArbitrage

11.0071

NAV (Oct 20)

4.7%
Till Date CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

11,973 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.0071

NAV (Oct 20)

Fund Returns

Last 1Y
3.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.7%
6 Month CAGR
1.7%
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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low Risk

Expense Ratio
1.09
Launched (3y ago)
Dec 18, 2018
AUM in Crores
11972.494
ISIN
INF277K010R6
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Sailesh Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 3,398 cr

5

₹ 96 cr

5

₹ 1,957 cr

5

amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 85,935 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.

amc-img

  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Tata Liquid Fund (G)

    recommended-badge

    5%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    23.3%

    13%

    top-ranked-badge

    21.3%

    16.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M)

    About Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M)

    Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 4.7% over a period of 2 years. The fund was previously known as Tata Arbitrage Reg Mn DR . The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sailesh Jain

    Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-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 Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M) NAV,AUM,Risk

    The Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M) fund was launched on Dec 18, 2018. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-20 is ₹11.01. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹11972.494. The category risk of the Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M) fund is Low Risk. The fund charges 1.09 % as expense ratio.

    Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 83.9% in this asset class. The top three holdings of the fund are , cash offset for derivatives , tata money market dir gr , tata treasury advantage dir gr , (d) treps , itc ltd , itc ltd^ , tata liquid dir gr , state bank of india , state bank of india^ , bajaj auto ltd^ , bajaj auto ltd , tata consultancy services ltd , jsw steel ltd^ , tata consultancy services ltd^ , jsw steel ltd , tata motors ltd^ , sun pharmaceuticals industries ltd , adani ports and special economic zone ltd^ , sun pharmaceutical industries ltd^ , tata motors ltd , adani ports & special economic zone ltd , vedanta ltd^ , vedanta ltd , 6.84% govt stock 2022 , bajaj finserv ltd , apollo hospitals enterprise ltd^ , apollo hospitals enterprise ltd , mahindra & mahindra ltd , mahindra & mahindra ltd^ , bajaj finserv ltd^ , maruti suzuki india ltd^ , adani enterprises ltd^ , maruti suzuki india ltd , 5.09% govt stock 2022 , 8.08% govt stock 2022 , 8.15% govt stock 2022 , adani enterprises ltd , larsen & toubro ltd , icici bank ltd^ , larsen & toubro ltd^ , cash / net current asset , 8.35% govt stock 2022 , icici bank ltd , tata power co ltd , grasim industries ltd^ , tata power company ltd^ , grasim industries ltd , info edge (india) ltd , info edge (india) ltd^ , tech mahindra ltd , tech mahindra ltd^ , aurobindo pharma ltd , aurobindo pharma ltd^ , hdfc asset management company limited , hdfc asset management company ltd^ , divi's laboratories ltd , divi laboratories ltd^ , hero motocorp ltd^ , standard chartered investments and loans (india) limited , federal bank ltd , tata ultra short term dir gr , hero motocorp ltd , united spirits ltd^ , united spirits ltd , tata consumer products ltd , cholamandalam investment & finance co ltd^ , cholamandalam investment and finance co ltd , tata consumer products ltd^ , asian paints ltd , coal india ltd^ , coal india ltd , asian paints (india) ltd^ , gail ( india ) ltd^ , dlf ltd , 364 dtb 06012022 , 8.13% govt stock 2022 , 364 dtb 09122021 , indraprastha gas ltd^ , bajaj finance ltd , bajaj finance ltd^ , axis bank ltd , upl ltd^ , upl ltd , ultratech cement ltd^ , ultratech cement ltd , ashok leyland ltd^ , dlf ltd^ , bharat petroleum corporation ltd^ , ashok leyland ltd , axis bank ltd^ , bharat petroleum corp ltd , pidilite industries ltd^ , pidilite industries ltd , ambuja cements ltd , gail (india) ltd , ambuja cements ltd^ , mrf ltd , bharat forge ltd , tata steel ltd , tata steel ltd^ , 364 dtb 30032022 , mrf ltd^ , indraprastha gas ltd , nmdc ltd^ , nmdc ltd , bharat forge ltd^ , 3.96% govt stock 2022 , 7.37% govt stock 2023 , hdfc bank ltd , 8.79% govt stock 2021 , 8.20% govt stock 2022 , berger paints india ltd^ , berger paints india ltd , dabur india ltd^ , siemens ltd^ , dabur india ltd , siemens ltd , havells india ltd^ , havells india ltd , acc ltd^ , federal bank ltd^ , acc ltd , the federal bank ltd , indian railway catering and tourism corporation ltd^ , indian railway catering and tourism corp ltd , jindal steel & power ltd^ , muthoot finance ltd^ , jindal steel & power ltd , muthoot finance ltd , tata chemicals ltd^ , tata chemicals ltd , container corporation of india ltd^ , container corporation of india ltd , shriram transport finance co ltd^ , shriram transport finance co ltd , bank of baroda^ , bank of baroda , steel authority india ltd^ , au small finance bank ltd , housing development finance corporation limited , lupin ltd^ , lupin ltd , marico ltd^ , marico ltd , oil & natural gas co.^ , oil & natural gas corp ltd , bharat electronics ltd^ , bharat electronics ltd , interglobe aviation ltd^ , interglobe aviation ltd , punjab national bank^ , punjab national bank , escorts ltd^ , steel authority of india ltd , deepak nitrite ltd^ , escorts ltd , au small finance bank ltd^ , idfc first bank ltd , idfc first bank ltd^ , rec ltd , rec ltd^ , titan co ltd , housing development finance corp ltd , titan company ltd^ , housing development finance corporation ltd^ , canara bank , canara bank^ , bharat heavy electricals ltd^ , deepak nitrite ltd , srf ltd^ , bharat heavy electricals ltd , srf ltd , cadila healthcare ltd^ , cadila healthcare ltd , l&t finance holdings ltd^ , exide industries ltd^ , l&t finance holdings ltd , exide industries ltd , pi industries ltd^ , pi industries ltd , balkrishna industries ltd^ , hdfc bank ltd^ , balkrishna industries ltd , biocon ltd^ , lic housing finance ltd^ , biocon ltd , lic housing finance ltd , multi commodity exchange of ind ltd^ , multi commodity exchange of india ltd , hindustan petroleum corporation ltd^ , hindustan petroleum corp ltd , indian hotels co. ltd^ , indian hotels co ltd , coromandel international ltd^ , coromandel international ltd , colgate-palmolive india ltd^ , hdfc bank ltd , torrent pharmaceuticals ltd^ , torrent pharmaceuticals ltd , mahanagar gas ltd^ , aditya birla fashion & retail ltd^ , aditya birla fashion and retail ltd , mahanagar gas ltd , 182 dtb 21102021 , 4.26% govt stock 2023 , 7.16% govt stock 2023 , 364 dtb 24032022 , 4.48% govt stock 2023 , colgate-palmolive (india) ltd , amara raja batteries ltd^ , amara raja batteries ltd , hdfc life insurance co. ltd^ , hdfc life insurance company limited , gujarat gas ltd^ , bata india ltd^ , gujarat gas ltd , bata india ltd , alkem laboratories ltd^ , alkem laboratories ltd , indian energy exchange ltd^ , indian energy exchange ltd , max financial services ltd^ , max financial services ltd , mphasis ltd^ , mphasis ltd , pvr ltd^ , cummins india ltd^ , pvr ltd , cummins india ltd , national aluminium co. ltd^ , national aluminium co ltd , city union bank ltd^ , city union bank ltd , sbi life insurance company ltd^ , sbi life insurance company limited , bharti airtel ltd^ , hindustan unilever ltd , hindustan unilever ltd^ , bharti airtel ltd , godrej consumer products ltd , godrej consumer products ltd^ , jubilant foodworks ltd , jubilant foodworks ltd^ , power finance corp ltd , power finance corporation ltd^ , 8.83% govt stock 2023 , national bank for agriculture and rural development , national bank for agriculture and rural development , l&t infrastructure finance company limited , housing development finance corporation limited , 182 dtb 07102021 , 364 dtb 17032022 , 7.32% govt stock 2024 , housing development finance corporation limited , 364 dtb 03022022 , 364 dtb 10022022 , sun tv network ltd^ , mindtree ltd^ , indian oil corporation ltd^ , mindtree ltd , indian oil corp ltd , zee entertainment enterprises ltd^ , zee entertainment enterprises ltd , hindalco industries ltd^ , hindalco industries ltd , granules india ltd , sun tv network ltd , rbl bank ltd^ , rbl bank ltd , ntpc ltd , ntpc ltd^ , voltas ltd^ , polycab india ltd^ , voltas ltd , polycab india ltd , wipro ltd^ , wipro ltd , ramco cements ltd , trent ltd , coforge ltd^ , coforge ltd , mahindra and mahindra financial services ltd^ , mahindra & mahindra financial services ltd , oracle financials services soft ltd^ , oracle financial services software ltd , union bank of india , e) repo , dixon technologies (india) ltd^ , dixon technologies (india) ltd , apollo tyres ltd^ , apollo tyres ltd , power grid corporation of india ltd^ , power grid corp of india ltd , petronet lng ltd^ , petronet lng ltd , astral ltd (erstwhile astral poly technik ltd)^ , astral ltd , bosch ltd^ , bosch ltd , page industries ltd^ , page industries ltd , the ramco cements ltd^ , 182 dtb 12112021 , rural electrification corporation limited , housing and urban development corporation limited (hudco) , 364 dtb 24022022 , 364 dtb 13012022 , 364 dtb 30122021 , lic housing finance limited , housing and urban development corporation limited , lic housing finance limited , granules india ltd^ , trent ltd^

    Tata Arbitrage Fund Renvestmentof Income Distribution cum Capital Withdrawal (RIDCW-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.

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