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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sailesh Jain

28 Mar 25 | 12:00 AM

14.13 0.03 (0.21%)

  • Underperforms

    7.23%

    Return (1Y)

    underperformed Arbitrage Funds by -0.22%

  • Less Volatile

    0.06%

    Standard Deviation (1Y)

    Lower than Arbitrage Funds by -0.01%

  • Not so consistent

    5/11

    Months

    Has beaten Arbitrage Funds

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0314.0314.0414.0514.0614.07
JavaScript chart by amCharts 3.20.9Tata Arbitrage Fund (G)

Scheme Trivia

  • Tata Arbitrage Fund (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Arbitrage Funds category

  • Tata Arbitrage Fund (G) fund has been given the 8th best Risk adjusted performance for the past 3Y in the Arbitrage Funds category

  • Tata Arbitrage Fund (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Arbitrage Funds category

  • Tata Arbitrage Fund (G) fund has been the 10th best in the 5Y SIP performance in the Arbitrage Funds category

  • Tata Arbitrage Fund (G) fund has been given the 8th best Risk adjusted performance for the past 3Y in the Arbitrage Funds category

  • Tata Arbitrage Fund (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Arbitrage Funds category

  • Tata Arbitrage Fund (G) fund has been given the 8th best Risk adjusted performance for the past 3Y in the Arbitrage Funds category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Arbitrage Fund (G), has Underperformed its benchmark, Arbitrage Funds by -0.22% (CAGR difference)

7.23%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.227.247.267.287.307.327.347.367.387.407.427.447.46
JavaScript chart by amCharts 3.20.9Tata Arbitrage Fund (G) Arbitrage Funds

Risk

In last 1 year , the volatility of Tata Arbitrage Fund (G),is Lower than its benchmark, Arbitrage Funds by -0.01%

0.06%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.06
JavaScript chart by amCharts 3.20.9Tata Arbitrage Fund (G) Arbitrage Funds

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% of the times It has beaten its benchmark, Arbitrage Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.20.40.60.8
JavaScript chart by amCharts 3.20.9Tata Arbitrage Fund (G) Arbitrage Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.050.000.05
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 70 Stocks beating the benchmark 97 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition