Tata Arbitrage Fund

ArbitrageHybrid Rank 1 of 31

NAV · Direct-Growth

₹16.25-0.01-0.04%

As of 17 Aug 2026 · AMFI

NAV growth+6.6%

Aug ’25Aug ’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

+6.6%

+0.5 vs cat

3Y CAGR

+7.5%

+0.5 vs cat

5Y CAGR

+6.8%

+0.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.6%

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 6.8% 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)

₹16.2457

Last 1Y

+6.62%

Aug 25Min ₹15.24 · Max ₹16.29 · 246 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	-0.02%	-0.07%	6/ 49
1M	+0.40%	+0.32%	5/ 49
3M	+1.54%	+1.28%	10/ 49
6M	+3.13%	+2.80%	6/ 45
YTD	+4.07%	+3.73%	6/ 45
1Y	+6.58%	+6.10%	5/ 39
2Y	+7.11%	+6.57%	1/ 33
3Y	+7.55%	+7.06%	1/ 31
5Y	+6.76%	+6.31%	4/ 30
7Y	+6.43%	+5.78%	1/ 26

Available plans & options

PlanOptionFull nameISIN

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