FAQ : Tata Arbitrage Fund - Regular Plan - Growth

Tata Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.38 5.3 5.32 N/A
Average Rolling Returns(%) 5.33 4.66 N/A N/A

The Current NAV of Tata Arbitrage Fund - Regular Plan - Growth is ₹13.17.

It is better to invest in a fund with a longer track record as Tata Arbitrage Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 1.08%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Arbitrage Fund - Regular Plan - Growth is currently ₹10,152 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Larsen & Toubro and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 21% of fund’s portfolio respectively.

Top three sectors of Tata Arbitrage Fund - Regular Plan - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 59% 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 - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.

Sailesh Jain manages the Tata Arbitrage Fund - Regular Plan - Growth Fund.

Tata Arbitrage Fund - Regular Plan - Growth current PE ratio is 35.99 and PB ratio is 6.73

The asset allocation of Tata Arbitrage Fund - Regular Plan - Growth is Stocks : 68.61%, Debt : 17.70% and Gold : 13.71%

The minimum SIP amount for Tata Arbitrage Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Arbitrage Fund - Regular Plan - Growth is 0.25% on or before 30 days

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