Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Arbitrage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Cash Offset For Derivatives
65.4%
Tata Money Market Dir Gr
10.8%
RELIANCE INDUSTRIES LTD^
2.8%
Reliance Industries Ltd
2.8%
ICICI Bank Ltd
2.8%
ICICI BANK LTD^
2.8%
TATA CONSULTANCY SERVICES LTD^
2.2%
Tata Consultancy Services Ltd
2.2%
AXIS BANK LTD^
2.0%
Axis Bank Ltd
2.0%
Top industry exposure
Financial Services
17.5%
Consumer Cyclical
6.5%
Technology
6.1%
Industrials
6.0%
Basic Materials
5.5%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
416%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
Fund objective
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.