Tata Arbitrage Fund Regular Plan Growth

13.25
NAV (Apr 26,2024)

Invest in Tata Arbitrage Fund - Regular Plan - Growth and maximize your returns. With an expense ratio of 1.08, this fund offers the potential to earn high growth. With a PE ratio of 36.21 and a PB ratio of 6.47, this fund provides a competitive advantage. The scheme AUM is 8739.57 INR, making it a reliable investment option. The minimum investment required is only 5000 INR, making it accessible to everyone. Established on December 18, 2018, this fund has a proven track record.

Tata Arbitrage Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Arbitrage Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.21
  • P/B Ratio
    UM_URBAN_MONEY

    6.47
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.42
  • Sharpe
    UM_URBAN_MONEY

    0.26
  • Sortino
    UM_URBAN_MONEY

    0.54

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.08%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

8739.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Low

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,179.39 (1.79%)10,370.62 (3.71%)10,745.04 (7.45%)11,703.16 (17.03%)12,953.13 (29.53%)
30,538.17 (1.79%)31,111.86 (3.71%)32,235.12 (7.45%)35,109.48 (17.03%)38,859.39 (29.53%)
50,896.95 (1.79%)51,853.1 (3.71%)53,725.2 (7.45%)58,515.8 (17.03%)64,765.65 (29.53%)
81,435.12 (1.79%)82,964.96 (3.71%)85,960.32 (7.45%)93,625.28 (17.03%)1,03,625.04 (29.53%)
1,01,793.9 (1.79%)1,03,706.2 (3.71%)1,07,450.4 (7.45%)1,17,031.6 (17.03%)1,29,531.3 (29.53%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TATA MONEY MARKET FUND12.43%
  • D REPO2.85%
  • TATA TREASURY ADVANTAGE FUND2.47%
  • C TREPS2.46%
  • HDFC BANK LTD CP2.04%
  • ICICI SECURITIES LTD CP1.95%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.89%
  • TATA POWER COMPANY LTD1.81%
  • BANDHAN BANK LTD1.80%
  • RELIANCE INDUSTRIES LTD1.77%
  • CHOLAMANDALAM INVT & FIN CO LTD CP1.70%
  • MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD CP1.69%
  • AUROBINDO PHARMA LTD1.63%
  • AMBUJA CEMENTS LTD1.51%
  • BHARAT PETROLEUM CORPORATION LTD1.48%
  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD1.38%
  • CANARA BANK1.31%
  • BHARAT HEAVY ELECTRICALS LTD1.28%
  • BAJAJ FINANCE LTD1.23%
  • SHRIRAM FINANCE LTD1.18%
  • STEEL AUTHORITY INDIA LTD1.14%
  • PANATONE FINVEST LTD CP1.14%
  • HDFC SECURITIES LTD CP1.13%
  • DALMIA BHARAT LTD1.08%
  • ZEE ENTERTAINMENT ENTERPRISES LTD1.07%
  • ASIAN PAINTS INDIA LTD1.06%
  • AXIS BANK LTD1.04%
  • BANK OF BARODA1.04%
  • DABUR INDIA LTD1.00%
  • JINDAL STEEL & POWER LTD0.99%
  • GAIL INDIA LTD0.97%
  • STATE BANK OF INDIA0.95%
  • INDIAN ENERGY EXCHANGE LTD0.95%
  • ITC LTD0.94%
  • RBL BANK LTD0.93%
  • NESTLE INDIA LTD0.92%
  • MULTI COMMODITY EXCHANGE OF IND LTD0.91%
  • POWER GRID CORPORATION OF INDIA LTD0.91%
  • PETRONET LNG LTD0.90%
  • PIDILITE INDUSTRIES LTD0.88%
  • LIC HOUSING FINANCE LTD0.87%
  • PIRAMAL ENTERPRISES LTD0.85%
  • ICICI BANK LTD0.84%
  • GLENMARK PHARMACEUTICALS LTD0.83%
  • TATA CONSULTANCY SERVICES LTD0.81%
  • OBEROI REALTY LTD0.80%
  • HINDALCO INDUSTRIES LTD0.79%
  • ADANI ENTERPRISES LTD0.76%
  • ESCORTS KUBOTA LTD0.74%
  • PUNJAB NATIONAL BANK0.73%
  • NABARD0.72%
  • PVR INOX LTD0.71%
  • DIVI LABORATORIES LTD0.71%
  • INFOSYS LTD0.70%
  • VODAFONE IDEA LTD0.68%
  • VOLTAS LTD0.67%
  • INDUS TOWERS LTD0.66%
  • VEDANTA LTD0.65%
  • POWER FINANCE CORPORATION LTD0.63%
  • PI INDUSTRIES LTD0.63%
  • THE RAMCO CEMENTS LTD0.59%
  • SIEMENS LTD0.59%
  • HAVELLS INDIA LTD0.58%
  • ADITYA BIRLA CAPITAL LTD0.58%
  • NATIONAL ALUMINIUM CO LTD0.57%
  • LUPIN LTD0.55%
  • SRF LTD0.53%
  • REC LTD0.53%
  • TATA ULTRA SHORT TERM FUND0.53%
  • ORACLE FINANCIALS SERVICES SOFT LTD0.48%
  • TATA STEEL LTD0.47%
  • LARSEN & TOUBRO LTD0.47%
  • GUJ NARMADA VALLEY FER & CHEM LTD0.47%
  • GODREJ CONSUMER PRODUCTS LTD0.45%
  • HINDUSTAN UNILEVER LTD0.44%
  • CHAMBAL FERTILISER & CHEMICALS LTD0.42%
  • ABBOTT INDIA LTD0.42%
  • TRENT LTD0.41%
  • BALKRISHNA INDUSTRIES LTD0.41%
  • WIPRO LTD0.38%
  • GRANULES INDIA LTD0.38%
  • UNITED BREWERIES LTD0.35%
  • AARTI INDUSTRIES LTD0.35%
  • CAN FIN HOMES LTD0.33%
  • GOI0.32%
  • SYNGENE INTERNATIONAL LTD0.32%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.31%
  • BIRLASOFT LTD0.31%
  • EXIDE INDUSTRIES LTD0.31%
  • NMDC LTD0.31%
  • DEEPAK NITRITE LTD0.30%
  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD0.30%
  • MAHANAGAR GAS LTD0.30%
  • ZYDUS LIFESCIENCES LTD0.29%
  • SBI LIFE INSURANCE COMPANY LTD0.29%
  • BALRAMPUR CHINI MILLS LTD0.29%
  • ABB INDIA LTD0.29%
  • HDB FINANCIAL SERVICES LTD0.29%
  • KOTAK MAHINDRA PRIME LTD0.28%
  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD0.28%
  • MARICO LTD0.28%
  • HINDUSTAN COPPER LTD0.28%
  • ICICI LOMBARD GENERAL INSURANCE CO LTD0.27%
  • GUJARAT GAS LTD0.27%
  • CITY UNION BANK LTD0.25%
  • ACC LTD0.24%
  • PAGE INDUSTRIES LTD0.23%
  • APOLLO HOSPITALS ENTERPRISE LTD0.22%
  • MANAPPURAM FINANCE LTD0.20%
  • ASHOK LEYLAND LTD0.19%
  • INDIA CEMENTS LTD0.18%
  • DELTA CORP LTD0.17%
  • JSW STEEL LTD0.16%
  • BIOCON LTD0.16%
  • DIXON TECHNOLOGIES INDIA LTD0.16%
  • BAJAJ FINSERV LTD0.14%
  • INDRAPRASTHA GAS LTD0.13%
  • CIPLA LTD0.13%
  • METROPOLIS HEALTHCARE LTD0.12%
  • INDIAN HOTELS CO LTD0.12%
  • LAURUS LABS LTD0.11%
  • TORRENT PHARMACEUTICALS LTD0.11%
  • BERGER PAINTS INDIA LTD0.10%
  • ASTRAL LTD ERSTWHILE ASTRAL POLY TECHNIK LTD0.10%
  • TITAN COMPANY LTD0.10%
  • COAL INDIA LTD0.08%
  • MAX FINANCIAL SERVICES LTD0.08%
  • GMR INFRASTUCTURE LTD0.06%
  • TECH MAHINDRA LTD0.06%
  • GODREJ PROPERTIES LTD0.05%
  • FEDERAL BANK LTD0.04%
  • CUMMINS INDIA LTD0.04%
  • UNITED SPIRITS LTD0.04%
  • HINDUSTAN AERONAUTICS LTD0.04%
  • BOSCH LTD0.04%
  • INDUSIND BANK LTD0.03%
  • DR LAL PATH LABS LTD0.03%
  • HINDUSTAN PETROLEUM CORPORATION LTD0.03%
  • J K CEMENT LTD0.03%
  • TATA MOTORS LTD0.03%
  • IDFC LTD0.03%
  • IDFC FIRST BANK LTD0.03%
  • BHARAT FORGE LTD0.03%
  • INFO EDGE INDIA LTD0.03%
  • POLYCAB INDIA LTD0.02%
  • SUN TV NETWORK LTD0.01%
  • SHREE CEMENT LTD0.01%
  • LTIMINDTREE LTD0.01%
  • MRF LTD0.01%
  • MARUTI SUZUKI INDIA LTD0.01%
  • UPL LTD0.01%
  • INDIAN OIL CORPORATION LTD0.01%
  • BHARTI AIRTEL LTD0.01%
  • OIL & NATURAL GAS CO0.01%
  • APOLLO TYRES LTD0.00%
  • BATA INDIA LTD0.00%
  • CONTAINER CORPORATION OF INDIA LTD0.00%
  • NET CURRENT LIABILITIES-2.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

UTI Arbitrage Fund - Regular Plan - GrowthUTI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.90%

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

3.78%

ICICI Prudential Equity - Arbitrage - GrowthICICI Prudential Equity - Arbitrage - Growth

HYBRID

Low

3.74%

Bajaj Finserv Arbitrage Fund - Growth - Direct PlanBajaj Finserv Arbitrage Fund - Growth - Direct Plan

HYBRID

Low

3.71%

JM Arbitrage Fund - GrowthJM Arbitrage Fund - Growth

HYBRID

Low

3.67%

NJ Arbitrage Fund - Regular Plan - GrowthNJ Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.67%

Sundaram Arbitrage Fund - GrowthSundaram Arbitrage Fund - Growth

HYBRID

Low

3.48%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.45%

Mahindra Manulife Arbitrage Fund - Regular Plan - GrowthMahindra Manulife Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.14%

Groww Arbitrage Fund - Regular Plan - GrowthGroww Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

2.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

7.76%

Bandhan Arbitrage Fund - Regular Plan - GrowthBandhan Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.61%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.53%

Mirae Asset Arbitrage Fund - Regular Plan - GrowthMirae Asset Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.48%

Sundaram Arbitrage Fund - GrowthSundaram Arbitrage Fund - Growth

HYBRID

Low

7.17%

LIC MF Arbitrage Fund - Regular Plan - GrowthLIC MF Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.94%

PGIM India Arbitrage Fund - Regular Plan - GrowthPGIM India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.93%

ITI Arbitrage Fund - Regular Plan - GrowthITI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.88%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.51%

Groww Arbitrage Fund - Regular Plan - GrowthGroww Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

5.80%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.38%

HSBC Arbitrage Fund - Regular Plan - GrowthHSBC Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.15%

DSP Arbitrage Fund - Regular Plan - GrowthDSP Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.15%

Mirae Asset Arbitrage Fund - Regular Plan - GrowthMirae Asset Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.15%

Baroda BNP Paribas Arbitrage Fund - Regular Plan - GrowthBaroda BNP Paribas Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.13%

Mahindra Manulife Arbitrage Fund - Regular Plan - GrowthMahindra Manulife Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.16%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.08%

ITI Arbitrage Fund - Regular Plan - GrowthITI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.99%

Groww Arbitrage Fund - Regular Plan - GrowthGroww Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

5.40%

Kotak Equity Arbitrage Fund - GrowthKotak Equity Arbitrage Fund - Growth

HYBRID

Low

5.32%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.26%

HSBC Arbitrage Fund - Regular Plan - GrowthHSBC Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.14%

Baroda BNP Paribas Arbitrage Fund - Regular Plan - GrowthBaroda BNP Paribas Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.14%

Aditya Birla Sun Life Arbitrage Fund - GrowthAditya Birla Sun Life Arbitrage Fund - Growth

HYBRID

Low

5.12%

DSP Arbitrage Fund - Regular Plan - GrowthDSP Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.05%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.00%

Sundaram Arbitrage Fund - GrowthSundaram Arbitrage Fund - Growth

HYBRID

Low

3.97%

Groww Arbitrage Fund - Regular Plan - GrowthGroww Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.75%

Fund Managers

SJ

Mr. Sailesh Jain

Get your latest Credit Score, FREE

Compare with similar Funds

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Tata Arbitrage Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money