Tata Arbitrage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 8.28 | 6.18 | 6.17 | N/A |
Average Rolling Returns(%) | 6.29 | 5.53 | 6.26 | N/A |
The Current NAV of Tata Arbitrage Fund - Growth - Direct Plan is ₹13.81.
It is better to invest in a fund with a longer track record as Tata Arbitrage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
Tata Arbitrage Fund - Growth - Direct Plan fund’s expense ratio is 0.30%
The process for redemption is
The AUM of Tata Arbitrage Fund - Growth - Direct Plan is currently ₹10,755 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and TCS and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 24% of fund’s portfolio respectively.
Top three sectors of Tata Arbitrage Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 56% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Arbitrage Fund - Growth - Direct Plan Fund is Hybrid - Arbitrage Fund.
Sailesh Jain manages the Tata Arbitrage Fund - Growth - Direct Plan Fund.
Tata Arbitrage Fund - Growth - Direct Plan current PE ratio is 35.19 and PB ratio is 5.79
The asset allocation of Tata Arbitrage Fund - Growth - Direct Plan is Stocks : 72.14%, Debt : 16.80% and Gold : 11.11%
The minimum SIP amount for Tata Arbitrage Fund - Growth - Direct Plan is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Arbitrage Fund - Growth - Direct Plan is 0.25% on or before 30 days