Nippon India Arbitrage Fund vs Tata Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Nippon India Arbitrage Fund and Tata Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Nippon India Arbitrage Fund (Direct) returned 7.3% a year and Tata Arbitrage Fund (Direct) returned 7.4% a year. Nippon India Arbitrage Fund charges 1.35% a year and Tata Arbitrage Fund 1.57% (Direct plans). Their portfolios overlap 49.7%: they hold 132 of the same securities.
Nippon India Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 1.35%
- NAV
- ₹31.21
Which is better, Nippon India 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%.
- Nippon India Arbitrage costs less: 1.35% a year against 1.57% (Direct plans).
- Tata Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Tata Arbitrage fell less in its worst fall since 19-12-2018: −0.6% against −0.6%.
- Tata Arbitrage is the larger fund: ₹24,539 Cr against ₹17,216 Cr.
- Their portfolios overlap 49.7%: 132 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 | Nippon India Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Fund house | Nippon India Mutual Fund | Tata Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹17,216 Cr (30-09-2026) | ₹24,539 Cr (30-09-2026) |
| NAV | ₹31.21 (Direct) | ₹16.46 (Direct) |
| Expense ratio (Direct) | 1.35% | 1.57% |
| Expense ratio (Regular) | 2.04% | 2.25% |
| Riskometer | Not available | Low |
| Benchmark | Not available | Nifty 50 Arbitrage Index |
| Launch date | Not available | 18-12-2018 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Sailesh Jain |
| Exit load | Not available | Exit load of 0.25%, if redeemed within 15 days. |
Nippon India 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 |
|---|---|---|---|---|---|---|---|
| Nippon India Arbitrage Fund (Direct) | +0.52% | +1.54% | +3.29% | +6.71% | +7.28% | +6.83% | +6.47% |
| 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.
Nippon India Arbitrage vs Tata Arbitrage: Year-wise Returns
| Year | Nippon IndiaNippon India Arbitrage | TataTata Arbitrage |
|---|---|---|
| 2026to date | +5.47% | +5.46% |
| 2025 | +6.94% | +7.26% |
| 2024 | +8.23% | +8.36% |
| 2023 | +7.85% | +7.93% |
| 2022 | +4.94% | +4.86% |
| 2021 | +4.54% | +4.54% |
Nippon India Arbitrage vs Tata Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,198 of them, one for each trading day from 20-12-2021 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.
Nippon India Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
to
May 2022Mar 2020
to
Mar 2023Jan 2021
to
Jan 2024Nov 2021
to
Nov 2024Aug 2022
to
Aug 2025Jun 2023
to
Jun 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Arbitrage | 0.0 | 20.7 | 79.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.3% | 6.4% | 4.6% | 7.8% |
| Tata Arbitrage | 0.0 | 5.5 | 94.5 | 0.0 | 0.0 | 0.0 | 0.0 | 6.4% | 6.3% | 4.8% | 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 19-12-2018. Past returns do not promise future returns.
Nippon India 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 03-12-2018 to 30-10-2026: 95 instalments, ₹9,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Nippon India ArbitrageNippon India Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,41,952 | ₹2,91,952 | 6.7% |
| Tata ArbitrageTata Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,48,492 | ₹2,98,492 | 6.8% |
Nippon India ArbitrageNippon India 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.
Nippon India Arbitrage vs Tata Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Nippon India Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.71% | +6.77% |
| Standard deviation | 1.33% | 1.26% |
| Sharpe ratio | 1.10 | 1.21 |
| Sortino ratio | 1.71 | 1.89 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.28% | +7.43% |
| Standard deviation | 1.06% | 1.02% |
| Sharpe ratio | 1.18 | 1.39 |
| Sortino ratio | 1.81 | 2.16 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.83% | +6.90% |
| Standard deviation | 0.98% | 0.94% |
| Sharpe ratio | 1.05 | 1.17 |
| Sortino ratio | 1.61 | 1.80 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.06% | +6.55% |
| Standard deviation | 1.07% | 1.01% |
| Sharpe ratio | 0.95 | 1.32 |
| Sortino ratio | 1.44 | 2.01 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.6% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 03-01-2013 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.
Nippon India 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 |
|---|---|---|---|---|---|---|
| Nippon India Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −0.0% |
| Tata Arbitrage Fund (Direct) | −0.6% | 29-05-2020 | 03-06-2020 | 24-07-2020 | 51 days | −0.0% |
From daily values since 19-12-2018, 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.
Nippon India 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.
Nippon India 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.
Nippon India Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
Nippon India Arbitrage vs Tata Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Nippon India Arbitrage Fund, September 2026; Tata Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 49.7%
- Held by both
- 132
- Only in Nippon India Arbitrage
- 37
- Only in Tata Arbitrage
- 49
| Security | % of Nippon India Arbitrage | % of Tata Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.62% | 7.89% |
| Reliance Industries Limited | 4.83% | 4.28% |
| ICICI Bank Limited | 4.21% | 4.34% |
| Axis Bank Limited | 2.45% | 2.36% |
| Vodafone Idea Limited | 1.34% | 1.50% |
| State Bank of India | 2.02% | 1.21% |
| Small Industries Dev Bank of India | 1.14% | 1.20% |
| Steel Authority of India Limited | 1.11% | 1.31% |
| Canara Bank | 1.17% | 1.09% |
| Jio Financial Services Limited | 1.03% | 1.20% |
| Coal India Limited | 0.92% | 1.00% |
| Bharti Airtel Limited | 0.91% | 1.27% |
| Adani Energy Solutions Limited | 1.04% | 0.85% |
| JSW Steel Limited | 1.81% | 0.84% |
| Hindalco Industries Limited | 0.76% | 1.08% |
| Cummins India Limited | 0.76% | 0.91% |
| Tata Steel Limited | 1.35% | 0.74% |
| Manappuram Finance Limited | 0.86% | 0.70% |
| TVS Motor Company Limited | 0.72% | 0.63% |
| Kotak Mahindra Bank Limited | 1.09% | 0.60% |
| Indus Towers Limited | 0.60% | 1.21% |
| Adani Enterprises Limited | 1.32% | 0.59% |
| Ambuja Cements Limited | 0.77% | 0.57% |
| APL Apollo Tubes Limited | 0.56% | 0.53% |
| IndusInd Bank Limited | 0.60% | 0.52% |
| NMDC Limited | 0.52% | 0.74% |
| Punjab National Bank | 0.47% | 0.46% |
| Adani Green Energy Limited | 0.46% | 0.87% |
| Bharat Heavy Electricals Limited | 0.44% | 0.90% |
| Glenmark Pharmaceuticals Limited | 0.95% | 0.43% |
| Life Insurance Corporation Of India | 0.47% | 0.42% |
| IDFC First Bank Limited | 0.41% | 0.75% |
| Yes Bank Limited | 0.50% | 0.40% |
| Bank of Baroda | 0.45% | 0.40% |
| Small Industries Dev Bank of India | 0.42% | 0.40% |
| Godrej Properties Limited | 0.38% | 0.49% |
| The Indian Hotels Company Limited | 0.38% | 0.36% |
| Hindustan Unilever Limited | 0.36% | 0.83% |
| Coforge Limited | 0.36% | 0.58% |
| The Federal Bank Limited | 0.44% | 0.33% |
| Varun Beverages Limited | 0.33% | 0.85% |
| Crompton Greaves Consumer Electricals Limited | 0.33% | 0.39% |
| Biocon Limited | 0.33% | 0.47% |
| Indian Oil Corporation Limited | 0.32% | 0.74% |
| Divi's Laboratories Limited | 0.32% | 0.92% |
| Info Edge (India) Limited | 0.56% | 0.31% |
| Bandhan Bank Limited | 0.31% | 0.67% |
| Power Finance Corporation Limited | 0.30% | 0.62% |
| Adani Power Limited | 0.29% | 1.11% |
| Infosys Limited | 0.68% | 0.28% |
| Bajaj Finance Limited | 1.71% | 0.27% |
| ITC Limited | 0.46% | 0.26% |
| Kalyan Jewellers India Limited | 0.26% | 0.30% |
| HDFC Life Insurance Company Limited | 0.26% | 0.56% |
| Marico Limited | 0.45% | 0.25% |
| Container Corporation of India Limited | 0.27% | 0.25% |
| HDFC Asset Management Company Limited | 0.24% | 0.56% |
| Patanjali Foods Limited | 0.38% | 0.22% |
| Tata Power Company Limited | 0.22% | 0.36% |
| NTPC Limited | 0.22% | 0.50% |
| National Bank For Agriculture and Rural Development | 0.84% | 0.20% |
| Tata Motors Passenger Vehicles Limited | 0.20% | 0.67% |
| GE Vernova T&D India Limited | 0.32% | 0.19% |
| LIC Housing Finance Limited | 0.19% | 0.29% |
| Muthoot Finance Limited | 0.37% | 0.18% |
| Ashok Leyland Limited | 0.18% | 0.31% |
| Mahindra & Mahindra Limited | 0.51% | 0.15% |
| National Bank For Agriculture and Rural Development | 0.14% | 1.09% |
| Apollo Hospitals Enterprise Limited | 0.14% | 0.19% |
| Torrent Pharmaceuticals Limited | 0.14% | 0.17% |
| Bharat Petroleum Corporation Limited | 0.13% | 0.16% |
| Bank of India | 0.13% | 0.24% |
| Aurobindo Pharma Limited | 0.13% | 0.30% |
| Hindustan Aeronautics Limited | 0.12% | 0.61% |
| JSW Energy Limited | 0.12% | 0.40% |
| Fortis Healthcare Limited | 0.26% | 0.11% |
| Oil & Natural Gas Corporation Limited | 0.10% | 0.17% |
| Shriram Finance Limited | 0.10% | 0.19% |
| UltraTech Cement Limited | 0.45% | 0.09% |
| Tata Consumer Products Limited | 0.32% | 0.09% |
| Supreme Industries Limited | 0.30% | 0.09% |
| Cholamandalam Investment and Finance Company Ltd | 0.18% | 0.09% |
| InterGlobe Aviation Limited | 0.10% | 0.09% |
| Union Bank of India | 0.09% | 0.19% |
| ICICI Lombard General Insurance Company Limited | 0.09% | 0.28% |
| Maruti Suzuki India Limited | 1.42% | 0.08% |
| Aditya Birla Capital Limited | 0.12% | 0.08% |
| PG Electroplast Limited | 0.09% | 0.08% |
| Swiggy Limited | 0.08% | 0.14% |
| NBCC (India) Limited | 0.08% | 0.16% |
| Lupin Limited | 0.08% | 0.12% |
| Bajaj Finserv Limited | 0.08% | 0.08% |
| AU Small Finance Bank Limited | 0.96% | 0.07% |
| Bharat Electronics Limited | 0.07% | 0.68% |
| Samvardhana Motherson International Limited | 0.07% | 0.22% |
| Larsen & Toubro Limited | 1.31% | 0.06% |
| Asian Paints Limited | 0.33% | 0.06% |
| The Phoenix Mills Limited | 0.10% | 0.06% |
| Cipla Limited | 0.29% | 0.05% |
| Solar Industries India Limited | 0.19% | 0.05% |
| Delhivery Limited | 0.14% | 0.05% |
| RBL Bank Limited | 0.14% | 0.05% |
| Bharat Forge Limited | 0.05% | 0.10% |
| Tech Mahindra Limited | 0.05% | 0.12% |
| Jindal Steel Limited | 0.05% | 0.16% |
| Hindustan Zinc Limited | 0.46% | 0.04% |
| Suzlon Energy Limited | 0.04% | 0.10% |
| Tube Investments of India Limited | 0.04% | 0.09% |
| Trent Limited | 0.10% | 0.03% |
| Dabur India Limited | 0.08% | 0.03% |
| PB Fintech Limited | 0.03% | 0.11% |
| Radico Khaitan Limited | 0.03% | 0.03% |
| Eicher Motors Limited | 0.48% | 0.02% |
| Bosch Limited | 0.23% | 0.02% |
| PNB Housing Finance Limited | 0.14% | 0.02% |
| Titan Company Limited | 0.13% | 0.02% |
| Bajaj Holdings & Investment Limited | 0.05% | 0.02% |
| GAIL (India) Limited | 0.05% | 0.02% |
| Vedanta Limited | 0.05% | 0.02% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.02% |
| National Aluminium Company Limited | 0.02% | 0.04% |
| One 97 Communications Limited | 0.49% | 0.01% |
| Sun Pharmaceutical Industries Limited | 0.41% | 0.01% |
| Grasim Industries Limited | 0.31% | 0.01% |
| HCL Technologies Limited | 0.17% | 0.01% |
| Laurus Labs Limited | 0.16% | 0.01% |
| Eternal Limited | 0.15% | 0.01% |
| Sagility Limited | 0.11% | 0.01% |
| Tata Consultancy Services Limited | 0.11% | 0.01% |
| Nestle India Limited | 0.06% | 0.01% |
| Mphasis Limited | 0.01% | 0.11% |
| GMR Airports Limited | 0.01% | 0.14% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.7% means 49.7% 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 Nippon India Arbitrage Fund
| Security | % of fund |
|---|---|
| Nippon India Money Market Fund Dir Pl-Growth-Gr Op | 15.46% |
| Nippon India Ultra Short Term Fund- Dr Gr Op | 8.14% |
| HDFC Bank Limited | 0.66% |
| HDFC Bank Limited | 0.28% |
| Axis Bank Limited | 0.28% |
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 | Nippon India Arbitrage | Tata Arbitrage |
|---|---|---|
| Equity | 68.0% | 64.8% |
| Debt | 4.4% | 21.7% |
| Cash and others | 27.6% | 13.5% |
Market cap of stocks
| Market cap | Nippon India Arbitrage | Tata Arbitrage |
|---|---|---|
| Large Cap | 51.7% | 50.0% |
| Mid Cap | 13.7% | 12.1% |
| Small Cap | 2.6% | 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 | Nippon India Arbitrage | Tata Arbitrage |
|---|---|---|
| Banks | 20.1% | 21.6% |
| Petroleum Products | 5.3% | 5.2% |
| Finance | 5.2% | 3.7% |
| Ferrous Metals | 4.3% | 3.0% |
| Power | 2.4% | 4.1% |
| Telecom - Services | 2.9% | 4.0% |
| Automobiles | 3.7% | 1.6% |
| Pharmaceuticals & Biotechnology | 3.0% | 2.5% |
The six largest sectors of each fund's stocks, % of the fund.
Nippon India Arbitrage vs Tata Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Nippon India Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.35% | 1.57% |
| Base expense ratio (Direct) | 0.31% | 0.26% |
| Total expense ratio (Regular) | 2.04% | 2.25% |
| Base expense ratio (Regular) | 0.90% | 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 Nippon India Arbitrage with
Nippon India Arbitrage Fund vs Tata Arbitrage Fund: Frequently Asked Questions
What is the difference between Nippon India Arbitrage Fund and Tata Arbitrage Fund?
Both are Arbitrage funds, run by Nippon India Mutual Fund and Tata Mutual Fund. Their portfolios overlap 49.7%. Nippon India Arbitrage Fund charges 1.35% a year and Tata Arbitrage Fund 1.57%.
Which has given higher returns, Nippon India Arbitrage Fund or Tata Arbitrage Fund?
Over 1 year: Nippon India Arbitrage Fund +6.71%, Tata Arbitrage Fund +6.77%. Over 3 years: Nippon India Arbitrage Fund +7.28% a year, Tata Arbitrage Fund +7.43% a year. Over 5 years: Nippon India Arbitrage Fund +6.83% 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, Nippon India Arbitrage Fund or Tata Arbitrage Fund?
Nippon India Arbitrage Fund charges less: 1.35% a year against 1.57%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Nippon India Arbitrage Fund and Tata Arbitrage Fund overlap?
49.7%. They hold 132 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, ICICIBANK. From each fund's latest monthly portfolio.
Which is better for SIP, Nippon India 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 ₹7,31,798 in Nippon India 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 Nippon India Arbitrage Fund and Tata Arbitrage Fund?
Yes. 49.7% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
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.