SJ
Sailesh JainFund Manager Since 18 Dec 2018
AlternativeArbitrage Fund
Tata Arbitrage Fund Regular Growth
3Y Annualised
6.95%
-0.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.44%
-0.02% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
10 years 4 months
NIFTY 50
5 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹19149.57 Cr
Min. SIP amount
₹150
Min. Lumpsum amount
₹5000
Exit load
0.0025%
0.25 % of the applicable NAV, if redeemed/ switched out/withdrawn on or before expiry of 30 Days from the date of allotment.
Risk Profile
Low Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Equity Arbitrage Fund Institutional Plan Growth
1.13%
2nd
ICICI Prudential Equity Arbitrage Fund Direct Plan Bonus
1.13%
3rd
HSBC Arbitrage Fund Regular Bonus
0.68%
4th
JM Arbitrage Fund (Direct) - Half Yearly Bonus Option - Principal Units
0.65%
5th
JM Arbitrage Fund (Direct) - Quarterly Bonus Option - Principal Units
0.65%
255th
Tata Arbitrage Fund Regular Growth
0.44%
Fund Managers
About Tata Arbitrage Fund Regular Growth
Tata Arbitrage Fund Regular Growth is a Alternative mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 6 years, having been launched on 2018-12-18. Tata Arbitrage Fund Regular Growth has ₹19149.57 Cr worth of assets under management (AUM) as of Thu Oct 30 2025. The latest Net Asset Value (NAV) of Tata Arbitrage Fund Regular Growth as of Thu Oct 30 2025 is ₹14.6191. The fund has an expense ratio of 1.09%, which is medium comparable to most other Alternative funds.
Tata Arbitrage Fund Regular Growth returns for the last 1 year are 6.39%. Since launch, it has delivered 5.68% average annual returns.
The Tata Arbitrage Fund Regular Growth has the majority of its money invested in null, Energy, Financial Services sectors.
Top 5 Holdings of Tata Arbitrage Fund Regular Growth.
- Tata Money Market Dir Gr: 10.65%
- RELIANCE INDUSTRIES LTD.^: 2.74%
- Reliance Industries Ltd: 2.72%
- HDFC BANK LTD.^: 2.49%
- HDFC Bank Ltd: 2.48%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2018-12-18 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Arbitrage Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Tata Asset Management Pvt Ltd
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
14.91%
expense ratio
1.77%
fund size
₹8510.23 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
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expense ratio
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₹3305.01 Cr
Tata Equity Savings Regular Growth
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expense ratio
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Tata Mid Cap Fund Regular Growth
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3Y CAGR
21.85%
expense ratio
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fund size
₹5042.63 Cr
Tata Value Fund Regular Growth
EquityValue
3Y CAGR
20.00%
expense ratio
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fund size
₹8529.97 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
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