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Tata Arbitrage Fund-Regular Plan-Growth

Tata · Arbitrage
Low
₹15.50
Current NAV
05 Nov 2026
5.9%
1Y Return
6.6%
3Y CAGR
6.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.67).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
1.47
Beta
3.67
Alpha
0.85
Sortino
Fund Details
Fund House Tata
Category Arbitrage
AUM ₹6220 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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