Mirae Asset Arbitrage Fund vs Tata Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Mirae Asset Arbitrage Fund and Tata Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Mirae Asset Arbitrage Fund (Direct) returned 7.3% a year and Tata Arbitrage Fund (Direct) returned 7.4% a year. Mirae Asset Arbitrage Fund charges 2.48% a year and Tata Arbitrage Fund 1.57% (Direct plans). Their portfolios overlap 29.2%: they hold 134 of the same securities.
Mirae Asset Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 2.48%
- NAV
- ₹14.71
Which is better, Mirae Asset Arbitrage or Tata Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Tata Arbitrage returned more over 5 years: 6.9% a year against 6.8%.
- Tata Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- Tata Arbitrage costs less: 1.57% a year against 2.48% (Direct plans).
- Tata Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.2%.
- Tata Arbitrage fell less in its worst fall since 22-06-2020: −0.4% against −0.4%.
- Tata Arbitrage holds more in large companies: 50.0% of the fund in large caps against 37.6%.
- Tata Arbitrage is the larger fund: ₹24,539 Cr against ₹3,571 Cr.
- Their portfolios overlap 29.2%: 134 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Mirae Asset Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | Tata Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹3,571 Cr (30-09-2026) | ₹24,539 Cr (30-09-2026) |
| NAV | ₹14.71 (Direct) | ₹16.46 (Direct) |
| Expense ratio (Direct) | 2.48% | 1.57% |
| Expense ratio (Regular) | 3.25% | 2.25% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 19-06-2020 | 18-12-2018 |
| Minimum investment | ₹5,000 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Jignesh Rao, Jigar Sethia, Pranavi Kulkarni | Sailesh Jain |
| Exit load | Exit Load : 0.25% If Redeemed or Switched Out within 15 days from the date of allotment. Nil after 15 Days. | Exit load of 0.25%, if redeemed within 15 days. |
Mirae Asset Arbitrage vs Tata Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Mirae Asset Arbitrage Fund (Direct) | +0.62% | +1.57% | +3.33% | +6.73% | +7.35% | +6.82% | -- |
| Tata Arbitrage Fund (Direct) | +0.50% | +1.52% | +3.24% | +6.77% | +7.43% | +6.90% | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
Mirae Asset Arbitrage vs Tata Arbitrage: Year-wise Returns
| Year | Mirae AssetMirae Asset Arbitrage | TataTata Arbitrage |
|---|---|---|
| 2026to date | +5.52% | +5.46% |
| 2025 | +6.99% | +7.26% |
| 2024 | +8.36% | +8.36% |
| 2023 | +7.82% | +7.93% |
| 2022 | +4.84% | +4.86% |
| 2021 | +4.19% | +4.54% |
Mirae Asset Arbitrage vs Tata Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 825 of them, one for each trading day from 22-06-2023 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Mirae Asset Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
to
Sept 2023Apr 2021
to
Apr 2024Nov 2021
to
Nov 2024Jun 2022
to
Jun 2025Jan 2023
to
Jan 2026Jul 2023
to
Jul 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Arbitrage | 0.0 | 1.3 | 98.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.8% | 7.1% | 4.9% | 7.8% |
| Tata Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.9% | 7.2% | 5.1% | 7.9% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 22-06-2020. Past returns do not promise future returns.
Mirae Asset Arbitrage vs Tata Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 22-06-2020 to 30-10-2026: 77 instalments, ₹7,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Mirae Asset ArbitrageMirae Asset Arbitrage Fund (Direct) | ₹7,70,000 | ₹9,62,712 | ₹1,92,712 | 6.9% |
| Tata ArbitrageTata Arbitrage Fund (Direct) | ₹7,70,000 | ₹9,65,636 | ₹1,95,636 | 7.0% |
Mirae Asset ArbitrageMirae Asset Arbitrage Fund (Direct)
Tata ArbitrageTata Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Mirae Asset Arbitrage vs Tata Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Mirae Asset Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.73% | +6.77% |
| Standard deviation | 1.45% | 1.26% |
| Sharpe ratio | 1.02 | 1.21 |
| Sortino ratio | 1.53 | 1.89 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Mirae Asset Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.35% | +7.43% |
| Standard deviation | 1.16% | 1.02% |
| Sharpe ratio | 1.14 | 1.39 |
| Sortino ratio | 1.73 | 2.16 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Mirae Asset Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.82% | +6.90% |
| Standard deviation | 1.06% | 0.94% |
| Sharpe ratio | 0.96 | 1.17 |
| Sortino ratio | 1.46 | 1.80 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Mirae Asset Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.25% | +6.55% |
| Standard deviation | 1.03% | 1.01% |
| Sharpe ratio | 0.99 | 1.32 |
| Sortino ratio | 1.49 | 2.01 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.6% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 22-06-2020 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Mirae Asset Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Mirae Asset Arbitrage Fund (Direct) | −0.4% | 03-08-2026 | 06-08-2026 | 31-08-2026 | 25 days | −0.0% |
| Tata Arbitrage Fund (Direct) | −0.4% | 03-08-2026 | 06-08-2026 | 24-08-2026 | 18 days | −0.0% |
From daily values since 22-06-2020, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Mirae Asset Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Mirae Asset Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Mirae Asset Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
Mirae Asset Arbitrage vs Tata Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Mirae Asset Arbitrage Fund, September 2026; Tata Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 29.2%
- Held by both
- 134
- Only in Mirae Asset Arbitrage
- 62
- Only in Tata Arbitrage
- 47
| Security | % of Mirae Asset Arbitrage | % of Tata Arbitrage |
|---|---|---|
| Reliance Industries Ltd. | 0.83% | 4.28% |
| Cummins India Ltd. | 0.72% | 0.91% |
| ICICI Bank Ltd. | 0.71% | 4.34% |
| State Bank of India | 0.66% | 1.21% |
| TVS Motor Company Ltd. | 0.62% | 0.63% |
| Divi's Laboratories Ltd. | 0.61% | 0.92% |
| Axis Bank Ltd. | 0.60% | 2.36% |
| NMDC Ltd. | 0.55% | 0.74% |
| Bharti Airtel Ltd. | 0.54% | 1.27% |
| JSW Steel Ltd. | 0.53% | 0.84% |
| APL Apollo Tubes Ltd. | 0.92% | 0.53% |
| Tata Steel Ltd. | 0.52% | 0.74% |
| Godrej Properties Ltd. | 0.53% | 0.49% |
| Coal India Ltd. | 0.48% | 1.00% |
| HDFC Bank Ltd. | 0.46% | 7.89% |
| IndusInd Bank Ltd. | 0.45% | 0.52% |
| NTPC Ltd. | 0.45% | 0.50% |
| Hindustan Unilever Ltd. | 0.44% | 0.83% |
| Multi Commodity Exchange of India Ltd. | 0.74% | 0.43% |
| Glenmark Pharmaceuticals Ltd. | 0.46% | 0.43% |
| Bandhan Bank Ltd. | 0.43% | 0.67% |
| Vodafone Idea Ltd. | 0.43% | 1.50% |
| Life Insurance Corporation of India | 0.72% | 0.42% |
| Biocon Ltd. | 0.42% | 0.47% |
| Coforge Ltd. | 0.41% | 0.58% |
| Canara Bank | 0.40% | 1.09% |
| JSW Energy Ltd. | 0.43% | 0.40% |
| Bank of Baroda | 0.39% | 0.40% |
| Adani Green Energy Ltd. | 0.38% | 0.87% |
| Adani Energy Solutions Ltd. | 0.37% | 0.85% |
| HDFC Asset Management Co. Ltd. | 0.37% | 0.56% |
| Adani Enterprises Ltd. | 0.36% | 0.59% |
| The Indian Hotels Company Ltd. | 0.35% | 0.36% |
| Punjab National Bank | 0.34% | 0.46% |
| Hindalco Industries Ltd. | 0.34% | 1.08% |
| The Federal Bank Ltd. | 0.53% | 0.33% |
| Indus Towers Ltd. | 0.31% | 1.21% |
| Info Edge (India) Ltd. | 0.64% | 0.31% |
| Ashok Leyland Ltd. | 0.59% | 0.31% |
| Tata Motors Passenger Vehicles Ltd. | 0.30% | 0.67% |
| HDFC Life Insurance Company Ltd. | 0.30% | 0.56% |
| Kalyan Jewellers India Ltd. | 0.75% | 0.30% |
| Aurobindo Pharma Ltd. | 0.67% | 0.30% |
| LIC Housing Finance Ltd. | 0.73% | 0.29% |
| Infosys Ltd. | 0.90% | 0.28% |
| Varun Beverages Ltd. | 0.28% | 0.85% |
| Indian Oil Corporation Ltd. | 0.28% | 0.74% |
| Jio Financial Services Ltd. | 0.28% | 1.20% |
| Bajaj Finance Ltd. | 0.56% | 0.27% |
| ITC Ltd. | 0.41% | 0.26% |
| Ambuja Cements Ltd. | 0.25% | 0.57% |
| Marico Ltd. | 0.40% | 0.25% |
| Crompton Greaves Consumer Electricals Ltd. | 0.25% | 0.39% |
| Power Finance Corporation Ltd. | 0.24% | 0.62% |
| Adani Power Ltd. | 0.24% | 1.11% |
| Yes Bank Ltd. | 0.22% | 0.40% |
| Patanjali Foods Ltd. | 0.68% | 0.22% |
| Samvardhana Motherson International Ltd. | 0.32% | 0.22% |
| IDFC First Bank Ltd. | 0.22% | 0.75% |
| Container Corporation of India Ltd. | 0.21% | 0.25% |
| Bank of India | 0.20% | 0.24% |
| Apollo Hospitals Enterprise Ltd. | 0.35% | 0.19% |
| Indian Energy Exchange Ltd. | 0.28% | 0.19% |
| GE Vernova T&D India Ltd. | 0.28% | 0.19% |
| Union Bank of India | 0.25% | 0.19% |
| Muthoot Finance Ltd. | 0.45% | 0.18% |
| Tata Power Company Ltd. | 0.18% | 0.36% |
| Hindustan Aeronautics Ltd. | 0.17% | 0.61% |
| Oil & Natural Gas Corporation Ltd. | 0.41% | 0.17% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.17% |
| Bharat Heavy Electricals Ltd. | 0.17% | 0.90% |
| Bharat Petroleum Corporation Ltd. | 0.63% | 0.16% |
| Max Financial Services Ltd. | 0.25% | 0.16% |
| Mahindra & Mahindra Ltd. | 0.55% | 0.15% |
| Swiggy Ltd. | 0.40% | 0.14% |
| Lupin Ltd. | 0.39% | 0.12% |
| Tech Mahindra Ltd. | 0.28% | 0.12% |
| NBCC (India) Ltd. | 0.12% | 0.16% |
| Fortis Healthcare Ltd. | 0.36% | 0.11% |
| PB Fintech Ltd. | 0.36% | 0.11% |
| Mphasis Ltd. | 0.34% | 0.11% |
| Bharat Forge Ltd. | 0.55% | 0.10% |
| Suzlon Energy Ltd. | 0.21% | 0.10% |
| Manappuram Finance Ltd. | 0.09% | 0.70% |
| Interglobe Aviation Ltd. | 0.61% | 0.09% |
| Ultratech Cement Ltd. | 0.49% | 0.09% |
| Tube Investments of India Ltd. | 0.38% | 0.09% |
| Tata Consumer Products Ltd. | 0.37% | 0.09% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.34% | 0.09% |
| Supreme Industries Ltd. | 0.22% | 0.09% |
| Maruti Suzuki India Ltd. | 0.74% | 0.08% |
| PG Electroplast Ltd. | 0.56% | 0.08% |
| Aditya Birla Capital Ltd. | 0.33% | 0.08% |
| Bajaj Finserv Ltd. | 0.31% | 0.08% |
| Shriram Finance Ltd. | 0.07% | 0.19% |
| AU Small Finance Bank Ltd. | 0.28% | 0.07% |
| Kotak Mahindra Bank Ltd. | 0.06% | 0.60% |
| Larsen & Toubro Ltd. | 1.78% | 0.06% |
| The Phoenix Mills Ltd. | 0.48% | 0.06% |
| Asian Paints Ltd. | 0.43% | 0.06% |
| Delhivery Ltd. | 0.62% | 0.05% |
| Central Depository Services (I) Ltd. | 0.48% | 0.05% |
| Computer Age Management Services Ltd. | 0.47% | 0.05% |
| Solar Industries India Ltd. | 0.17% | 0.05% |
| ICICI Lombard General Insurance Company Ltd. | 0.04% | 0.28% |
| National Aluminium Company Ltd. | 0.43% | 0.04% |
| Hindustan Zinc Ltd. | 0.30% | 0.04% |
| GMR Airports Ltd. | 0.04% | 0.14% |
| Trent Ltd. | 0.80% | 0.03% |
| Radico Khaitan Ltd. | 0.58% | 0.03% |
| Dabur India Ltd. | 0.26% | 0.03% |
| DLF Ltd. | 0.26% | 0.03% |
| Pidilite Industries Ltd. | 0.71% | 0.02% |
| Vedanta Ltd. | 0.71% | 0.02% |
| Titan Company Ltd. | 0.54% | 0.02% |
| GAIL (India) Ltd. | 0.44% | 0.02% |
| Eicher Motors Ltd. | 0.39% | 0.02% |
| Bosch Ltd. | 0.39% | 0.02% |
| Hindustan Petroleum Corporation Ltd. | 0.38% | 0.02% |
| PNB Housing Finance Ltd. | 0.35% | 0.02% |
| Godrej Consumer Products Ltd. | 0.15% | 0.02% |
| Mazagon Dock Shipbuilders Ltd. | 0.13% | 0.02% |
| Bajaj Holdings & Investment Ltd. | 0.11% | 0.02% |
| Jindal Steel Ltd. | 0.01% | 0.16% |
| Tata Consultancy Services Ltd. | 0.84% | 0.01% |
| Grasim Industries Ltd. | 0.74% | 0.01% |
| Sun Pharmaceutical Industries Ltd. | 0.55% | 0.01% |
| One 97 Communications Ltd. | 0.45% | 0.01% |
| Laurus Labs Ltd. | 0.44% | 0.01% |
| Max Healthcare Institute Ltd. | 0.39% | 0.01% |
| Nestle India Ltd. | 0.34% | 0.01% |
| Sagility Ltd. | 0.29% | 0.01% |
| KEI Industries Ltd. | 0.27% | 0.01% |
| Eternal Ltd. | 0.26% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 29.2% means 29.2% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Mirae Asset Arbitrage Fund
| Security | % of fund |
|---|---|
| Mirae Asset Liquid Fund-Direct Plan-Growth | 9.89% |
| Mirae Asset Money Market Fund-Direct Plan-Growth | 4.94% |
| BSE Ltd. | 0.91% |
| Angel One Ltd. | 0.77% |
| Polycab India Ltd. | 0.65% |
Largest holdings only in Tata Arbitrage Fund
| Security | % of fund |
|---|---|
| TATA MONEY MARKET FUND | 12.05% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 23/10/2026 | 2.03% |
| ** - NABARD - CD - 28/01/2027 | 1.49% |
| ** - NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT - CD - 12/03/2027 | 1.38% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 25/03/2027 | 1.38% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Mirae Asset Arbitrage | Tata Arbitrage |
|---|---|---|
| Equity | 73.5% | 64.8% |
| Debt | 0.0% | 21.7% |
| Cash and others | 26.5% | 13.5% |
Market cap of stocks
| Market cap | Mirae Asset Arbitrage | Tata Arbitrage |
|---|---|---|
| Large Cap | 37.6% | 50.0% |
| Mid Cap | 29.0% | 12.1% |
| Small Cap | 6.8% | 2.7% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Mirae Asset Arbitrage | Tata Arbitrage |
|---|---|---|
| Banks | 6.7% | 21.6% |
| Petroleum Products | 2.1% | 5.2% |
| Capital Markets | 5.1% | 1.3% |
| Pharmaceuticals & Biotechnology | 4.7% | 2.5% |
| Finance | 4.5% | 3.7% |
| Power | 2.6% | 4.1% |
| Telecom - Services | 1.3% | 4.0% |
| Automobiles | 3.7% | 1.6% |
| Consumer Durables | 3.7% | 0.8% |
| Ferrous Metals | 1.1% | 3.0% |
The six largest sectors of each fund's stocks, % of the fund.
Mirae Asset Arbitrage vs Tata Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Mirae Asset Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.48% | 1.57% |
| Base expense ratio (Direct) | 0.13% | 0.26% |
| Total expense ratio (Regular) | 3.25% | 2.25% |
| Base expense ratio (Regular) | 0.78% | 0.91% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Mirae Asset Arbitrage with
Mirae Asset Arbitrage Fund vs Tata Arbitrage Fund: Frequently Asked Questions
What is the difference between Mirae Asset Arbitrage Fund and Tata Arbitrage Fund?
Both are Arbitrage funds, run by Mirae Asset Mutual Fund and Tata Mutual Fund. Their portfolios overlap 29.2%. Mirae Asset Arbitrage Fund charges 2.48% a year and Tata Arbitrage Fund 1.57%.
Which has given higher returns, Mirae Asset Arbitrage Fund or Tata Arbitrage Fund?
Over 1 year: Mirae Asset Arbitrage Fund +6.73%, Tata Arbitrage Fund +6.77%. Over 3 years: Mirae Asset Arbitrage Fund +7.35% a year, Tata Arbitrage Fund +7.43% a year. Over 5 years: Mirae Asset Arbitrage Fund +6.82% a year, Tata Arbitrage Fund +6.90% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Mirae Asset Arbitrage Fund or Tata Arbitrage Fund?
Tata Arbitrage Fund charges less: 1.57% a year against 2.48%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Mirae Asset Arbitrage Fund and Tata Arbitrage Fund overlap?
29.2%. They hold 134 of the same securities, the largest shared ones being RELIANCE, CUMMINSIND, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Mirae Asset Arbitrage Fund or Tata Arbitrage Fund?
On SEBI's riskometer, Mirae Asset Arbitrage Fund is rated Low and Tata Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.16% and 1.02% a year.
Which is better for SIP, Mirae Asset Arbitrage Fund or Tata Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,32,571 in Mirae Asset Arbitrage Fund (XIRR 7.1% a year) and ₹7,34,060 in Tata Arbitrage Fund (XIRR 7.2% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Mirae Asset Arbitrage Fund and Tata Arbitrage Fund?
Yes. 29.2% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Mirae Asset Arbitrage Fund and Tata Arbitrage Fund?
Mirae Asset Arbitrage Fund: Jignesh Rao, Jigar Sethia, Pranavi Kulkarni. Tata Arbitrage Fund: Sailesh Jain.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.