Tata Arbitrage Fund-Regular Plan-Growth

Tata Arbitrage Fund-Regular Plan-Growth is a scheme launched by Tata Mutual Fund on December 18, 2018, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 18,596.32 crore. The fund permits investments with a minimum SIP of Rs 150 and a lump sum of Rs 5000. It charges an expense ratio of 1.08% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Tata Arbitrage Fund-Regular Plan-Growth trailing returns over different times are 6.52% (1 year), 6.93% (3 year) and 5.61% (5 year). The average annual return of this fund stands at 4.47%.