Tata Arbitrage Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 25-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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 theobjective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Arbitrage Fund-Regular Plan-Growth 0.46 1.62 7.10 6.27 5.46 5.61
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty 50 Arbitrage 0.63 1.97 7.46 6.73 5.29 5.34

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Arbitrage Fund-Regular Plan-Growth Dec 18, 2018 7.10 6.27 5.46 1.08 12,921.02
Kotak Equity Arbitrage Fund - Growth Sep 29, 2005 7.41 6.63 5.62 1.04 57,567.02
SBI Arbitrage Opportunities Fund - Regular Plan - Gr Nov 03, 2006 7.20 6.56 5.41 0.94 32,168.95
ICICI Prudential Equity Arbitrage Fund - Growth Dec 30, 2006 7.27 6.38 5.43 0.89 25,324.33
Invesco India Arbitrage Fund - Growth Option Apr 30, 2007 7.27 6.71 5.58 1.06 18,673.68
HDFC ARBITRAGE FUND WHOLESALE PLAN GROWTH OPTION Oct 23, 2007 7.28 6.42 5.28 0.99 17,654.29

Fund Holdings as on 31-January-2025

  • TATA MONEY MARKET FUND

  • RELIANCE INDUSTRIES LTD

  • AXIS BANK LTD

  • ICICI BANK LTD

  • STATE BANK OF INDIA

  • INDUSIND BANK LTD

  • TATA MOTORS LTD

  • HDFC BANK LTD

  • TVS MOTOR COMPANY LTD

  • HINDUSTAN AERONAUTICS LTD

  • C) REPO

  • ** - ICICI SECURITIES LTD - CP - 06/03/2025

  • VEDANTA LTD

  • GRASIM INDUSTRIES LTD

  • TATA POWER COMPANY LTD

  • ** 07.59 % SMALL INDUST DEVLOP BANK OF INDIA - 10/02/2026

  • ** - AXIS SECURITIES LTD - CP - 20/02/2025

  • ** 05.70 % NABARD - 31/07/2025

  • VODAFONE IDEA LTD

  • BANK OF BARODA

  • ** - BHARTI TELECOM LTD - CP - 17/10/2025

  • ** 07.80 % KOTAK MAHINDRA PRIME LTD - 12/12/2025

  • TRENT LTD

  • INDUS TOWERS LTD

  • POWER FINANCE CORPORATION LTD

  • TATA CONSULTANCY SERVICES LTD

  • JIO FINANCIAL SERVICES LTD

  • ITC LTD

  • GODREJ PROPERTIES LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • PUNJAB NATIONAL BANK

  • ** 08.25 % MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD - 26/03/2026

  • INDIAN OIL CORPORATION LTD

  • ** 07.79 % HDFC BANK LTD - 04/03/2025

  • ** - CHOLAMANDALAM INVT & FIN CO LTD - CP - 14/02/2025

  • ** 07.40 % NABARD - 30/01/2026

  • ** 07.25 % SMALL INDUST DEVLOP BANK OF INDIA - 31/07/2025

  • ** - ADITYA BIRLA FINANCE LTD - CP - 25/02/2025

  • ** - KOTAK SECURITIES LTD - CP - 28/02/2025

  • AUROBINDO PHARMA LTD

  • INFO EDGE (INDIA) LTD

  • ADITYA BIRLA CAPITAL LTD

  • PIDILITE INDUSTRIES LTD

  • AMBUJA CEMENTS LTD

  • DLF LTD

  • HERO MOTOCORP LTD

  • SHRIRAM FINANCE LTD

  • STEEL AUTHORITY INDIA LTD

  • ** 07.45 % SHRIRAM FINANCE LTD - 23/04/2025

  • BHARAT HEAVY ELECTRICALS LTD

  • UNITED SPIRITS LTD

  • HINDALCO INDUSTRIES LTD

  • ** 08.70 % BHARTI TELECOM LTD - 05/12/2025

  • ONE 97 COMMUNICATIONS LTD

  • ** 05.94 % REC LTD - 31/01/2026

  • SIEMENS LTD

  • MARICO LTD

  • REC LTD

  • BHARAT FORGE LTD

  • ** 09.25 % SHRIRAM FINANCE LTD - 19/12/2025

  • ** - KOTAK SECURITIES LTD - CP - 21/02/2025

  • BAJAJ AUTO LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • ABB INDIA LTD

  • NMDC LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • ** 08.20 % BAJAJ FINANCE LTD - 15/01/2026

  • NTPC LTD

  • GMR AIRPORTS LTD

  • VARUN BEVERAGES LTD

  • JSW ENERGY LTD

  • CANARA BANK

  • ADITYA BIRLA FASHION & RETAIL LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • JSW STEEL LTD

  • KOTAK MAHINDRA BANK LTD

  • TATA STEEL LTD

  • GAIL ( INDIA ) LTD

  • ** 08.45 % CHOLAMANDALAM INVT & FIN CO LTD - 31/01/2026

  • ** 07.92 % KOTAK MAHINDRA PRIME LTD - 20/11/2025

  • ** 07.61 % LIC HOUSING FINANCE LTD - 30/07/2025

  • ** 06.70 % TATA CAPITAL LTD - 28/03/2025

  • ** 07.70 % HDB FINANCIAL SERVICES LTD - 11/08/2025

  • ** - ICICI SECURITIES LTD - CP - 25/02/2025

  • ** 06.25 % LIC HOUSING FINANCE LTD - 20/06/2025

  • ** - ADITYA BIRLA FINANCE LTD - CP - 10/03/2025

  • ** - ADITYA BIRLA FINANCE LTD - CP - 12/03/2025

  • ** - ICICI SECURITIES LTD - CP - 20/03/2025

  • ATUL LTD

  • ACC LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • LIC HOUSING FINANCE LTD

  • ICICI SECURITIES LTD

  • TITAN COMPANY LTD

  • ** 06.00 % HDB FINANCIAL SERVICES LTD - 19/06/2025

  • MAHINDRA & MAHINDRA LTD

  • AARTI INDUSTRIES LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • JUBILANT FOODWORKS LTD

  • HAVELLS INDIA LTD

  • COFORGE LTD

  • MAHANAGAR GAS LTD

  • ** 08.90 % BHARTI TELECOM LTD - 04/12/2025

  • ** 08.60 % BHARTI TELECOM LTD - 12/12/2025

  • APL APOLLO TUBES LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • HINDUSTAN COPPER LTD

  • GRANULES INDIA LTD

  • ** 08.72 % SHRIRAM FINANCE LTD - 26/05/2025

  • OIL & NATURAL GAS CO.

  • ** 06.55 % KOTAK MAHINDRA PRIME LTD - 22/04/2025

  • ** 07.50 % HDB FINANCIAL SERVICES LTD - 23/09/2025

  • ** 07.13 % POWER FINANCE CORPORATION - 08/08/2025

  • NATIONAL ALUMINIUM CO. LTD

  • IRB INFRASTRUCTURE DEVELOPERS LTD

  • BOSCH LTD

  • ASIAN PAINTS (INDIA) LTD

  • ** 07.92 % CHOLAMANDALAM INVT & FIN CO LTD - 14/01/2026

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD

  • HCL TECHNOLOGIES LTD

  • FEDERAL BANK LTD

  • ADANI ENTERPRISES LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • TATA CHEMICALS LTD

  • MRF LTD

  • DABUR INDIA LTD

  • LUPIN LTD

  • CESC LTD

  • THE RAMCO CEMENTS LTD

  • NESTLE INDIA LTD

  • BANDHAN BANK LTD

  • EXIDE INDUSTRIES LTD

  • BAJAJ FINSERV LTD

  • BHARAT ELECTRONICS LTD

  • ULTRATECH CEMENT LTD

  • L&T TECHNOLOGY SERVICES LTD

  • ZOMATO LTD

  • TORRENT PHARMACEUTICALS LTD

  • MPHASIS LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • OIL INDIA LTD

  • PIRAMAL ENTERPRISES LTD

  • MARUTI SUZUKI INDIA LTD

  • LAURUS LABS LTD

  • GLENMARK PHARMACEUTICALS LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • SYNGENE INTERNATIONAL LTD

  • BAJAJ FINANCE LTD

  • POLYCAB INDIA LTD

  • IDFC FIRST BANK LTD

  • MANAPPURAM FINANCE LTD

  • PETRONET LNG LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • INDIAN HOTELS CO. LTD

  • BHARTI AIRTEL LTD (RIGHT 14/10/2021) (PARTLY PAID)

  • BIOCON LTD

  • BANK OF INDIA

  • CUMMINS INDIA LTD

  • EICHER MOTORS LTD

  • TATA COMMUNICATIONS LTD

  • CIPLA LTD

  • ZYDUS LIFESCIENCES LTD

  • DIVI LABORATORIES LTD

  • TUBE INVESTMENTS OF INDIA LTD

  • BHARTI AIRTEL LTD

  • KPIT TECHNOLOGIES LTD

  • YES BANK LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • HDFC LIFE INSURANCE CO. LTD

  • VOLTAS LTD

  • CAN FIN HOMES LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • CITY UNION BANK LTD

  • HINDUSTAN UNILEVER LTD

  • LARSEN & TOUBRO LTD

  • MULTI COMMODITY EXCHANGE OF IND LTD

  • KESORAM INDUSTRIES LTD

  • INTERGLOBE AVIATION LTD

  • COAL INDIA LTD

  • PB FINTECH LTD

  • COMPUTER AGE MANAGEMENT SERVICES LTD

  • BIRLASOFT LTD

  • PERSISTENT SYSTEMS LTD

  • NBCC INDIA LTD

  • ALKEM LABORATORIES LTD

  • BRITANNIA INDUSTRIES LTD

  • CENTRAL DEPOSITORY SERVICES (INDIA) LTD

  • UNION BANK OF INDIA

  • HFCL LTD

  • ADANI ENERGY SOLUTIONS LTD

  • SBI LIFE INSURANCE COMPANY LTD

  • INFOSYS LTD

  • ESCORTS KUBOTA LTD

  • J K CEMENT LTD

  • NET CURRENT LIABILITIES

View More
  • Miscellaneous

  • Bank - Private

  • Refineries

  • Bank - Public

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Automobiles-Trucks/Lcv

  • Steel & Iron Products

  • Finance Term Lending

  • Construction - Real Estate

  • Electric Equipment

  • Chemicals

  • Retailing

  • IT - Software

  • Defence

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Cement & Construction Materials

  • Diversified

  • Cigarettes/Tobacco

  • Port

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Breweries & Distilleries

  • Fintech

  • Forgings

  • Mining & Minerals

  • Finance - Asset Management

  • Consumer Durables - Domestic Appliances

  • Airport Management Services

  • Household & Personal Products

  • Travel Services

  • Industrial Gases & Fuels

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Finance - Stock Broking

  • Diamond & Jewellery

  • Auto Ancillary

  • Plastic Products

  • Oil Exploration

  • Gas Transmission/Marketing

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Insurance

  • Aluminium & Aluminium Products

  • Paints

  • Trading

  • Tyres & Allied

  • Batteries

  • Finance - Investment

  • e-Commerce

  • Business Support

  • Cable

  • Consumer Durables - Electronics

  • Hotel, Resort & Restaurants

  • Diesel Engines

  • Cycles

  • Depository Services

  • Air Conditioners

  • Airlines

  • Automobiles-Tractors

  • Telecom-Infrastructure

View More

About Tata Arbitrage Fund

Scheme Analysis

Tata Arbitrage Fund is a Hybrid - Arbitrage Fund fund and belongs to Tata Mutual Fund. It was launched on 18-Dec-2018 and currently has an AUM of ₹12,921.02 crore. Tata Arbitrage Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty 50 Arbitrage as secondary index.

The NAV of Tata Arbitrage Fund ended up ₹0(0.03%)yesterday to ₹14.0254.

Among its top 3 holdings the fund has exposure to TATA MONEY MARKET FUND, and

The Tata Arbitrage Fund is managed by Sailesh Jain .

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782