Tata Arbitrage Fund

ArbitrageHybrid Rank 2 of 31

NAV · Direct-Growth

₹16.34+0.04+0.26%

As of 1 Sept 2026 · AMFI

NAV growth+7.0%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 8 of 8 years

Beats its Arbitrage category on 1Y, 3Y & 5Y.

1Y return

+7.0%

+0.4 vs cat

3Y CAGR

+7.6%

+0.5 vs cat

5Y CAGR

+6.9%

+0.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.5%

3Y std dev

Go deeper on Tata Arbitrage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Arbitrage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Arbitrage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Arbitrage Fund is a Arbitrage scheme from Tata. Long-run track record: about 6.9% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K017Q3

NAV (Direct-Growth)

₹16.3355

Last 1Y

+6.96%

Sept 25Min ₹15.27 · Max ₹16.34 · 248 ptsSept 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.28%	+0.28%	26/ 50
1M	+0.72%	+0.70%	19/ 49
3M	+2.03%	+1.84%	20/ 49
6M	+3.53%	+3.24%	10/ 45
YTD	+4.65%	+4.36%	14/ 45
1Y	+6.96%	+6.55%	7/ 40
2Y	+7.28%	+6.78%	1/ 33
3Y	+7.63%	+7.16%	2/ 31
5Y	+6.85%	+6.41%	5/ 30
7Y	+6.48%	+5.84%	1/ 26

Available plans & options

PlanOptionFull nameISIN

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