Tata Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.42 | 5.36 | 5.34 | N/A |
Average Rolling Returns(%) | 5.39 | 4.69 | 5.42 | N/A |
The Current NAV of Tata Arbitrage Fund - Regular Plan - Growth is ₹13.26.
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 1.07%
The process for redemption is
The AUM of Tata Arbitrage Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - 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 35.19 and PB ratio is 5.79
The asset allocation of Tata Arbitrage Fund - Regular Plan - Growth is Stocks : 72.14%, Debt : 16.80% and Gold : 11.11%
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