Tata Arbitrage Fund
Direct Plan · Monthly Payout of Income Distribution cum capital withdrawal option · Arbitrage · Scheme code 145727
Fund houseTata Mutual Fund
CategoryArbitrage
Plan & optionDirect · Monthly Payout of Income Distribution cum capital withdrawal option
History7.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.55 | 2.10 | 3.28 | 6.71 | 7.56 | 6.85 | 5.98 | — | 5.88 |
| Arbitrage category median |
— | — | — | 6.66 | 7.25 | 6.75 | — | 6.38 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 0.5% | 2.10 | 4.01 | — | — | -1.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 1,527 | 2.1% | 6.7% | 8.8% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.