Tata Arbitrage Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio-0.41
• Std Deviation 0.68%
• Tracking Error 0.00%

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

The Tata Arbitrage Fund Regular Growth has an AUM of 11915.77 crores & has delivered CAGR of 5.38% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.07%. The minimum investment in Tata Arbitrage Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Cash Offset For Derivatives, Tata Money Market Dir Gr, HDFC Bank & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are Edelweiss Arbitrage Fund Regular Growth, Aditya Birla Sun Life Arbitrage Fund Growth, UTI Arbitrage Fund Regular Plan Growth, Tata Arbitrage Fund Regular Growth, Bandhan Arbitrage Fund - Regular Plan - Growth. Tata Arbitrage Fund Regular Growth has a sharpe ratio of -0.41 & a standard deviation of 0.68%.