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This Arbitrage Fund From Tata Is Ranked 1 By CRISIL, Check Out Details
When it comes to investing risk always plays a major role. In case, you don't want to take too much risk, Arbitrage Mutual Fund should be your choice. Investors who wish to profit from a turbulent market without taking on too much risk might consider arbitrage funds.
Arbitrage funds offers investors a secure haven to store their hard-earned money in times of significant and continuous volatility. These funds take advantage of market inefficiencies to make money for their investors.
These funds have the same tax treatment as equity funds since they invest primarily in stocks. Although arbitrage funds are low-risk, the payout is not always predictable. In this analysis, we have covered Tata Arbitrage Fund. The fund is ranked 1 by CRISIL and also given 5 stars.
Tata Arbitrage Fund- Direct Plan-Growth
| NAV | Fund Size | Expense Ratio |
|---|---|---|
| ₹11.92 | ₹ 11118.88 Cr | 0.32% |
NAV as on 28 January 2022
The fund is invested 68.19% in Indian stock, with 46% in the large-cap, followed by 17.66% in mid-cap, and 2.74% in small-cap. 16.77% of the fund's assets are in debt, with 13.73% in government securities and 3.04% in funds that invest in very low-risk securities. The scheme's AUM is 11118.88. The fund intends to create respectable returns by investing mostly in equity market arbitrage possibilities in the cash and derivatives areas, with the remainder in debt and money market instruments.
You can expect higher returns than if you put your money in a bank account. The fund is often ideal for storing your funds for a period of three months to a year. These funds have a minimal chance of losing money throughout the specified time period, but they do not guarantee returns or capital safety. It is rated between a low to moderate risk fund. If the fund is sold before 30 days, the fund charges 0.25% of the sale value. There are no additional fees.
Before you make any investment decision, keep in mind that these funds often offer poor returns that are just slightly greater than your bank account. They are not appropriate if your goal is to accumulate wealth over time. However, the performance of the fund is very good among its peer as per CRISIL.
Absolute and Annualized Returns
On the Investment of Rs 10,000, the Fund has given following returns over the years:
| Period Invested for | Absolute Returns | Annualised Returns | Category Avg |
|---|---|---|---|
| 1 Year | 4.72% | 4.72% | 4.25% |
| 2 Year | 10.44% | 5.08% | 4.23% |
| 3 Year | 18.34% | 5.77% | 5.00% |
| Since Inception | 19.15% | 5.79% | 5.90% |
SIP Returns and Performance
On the SIP of Rs 1,000, the Fund has given following returns over the years:
| Period Invested for | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 2.42% | 4.48% |
| 2 Year | 4.86% | 4.62% |
| 3 Year | 8.07% | 5.09% |
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, along with Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl and CRISIL. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
