Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.
Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.0588
NAV (Nov 11)
Last 1Y | 7% |
Last 3Y | 5.8% |
Last 5Y | 4.5% |
Last 10Y | 5.3% |
Since Inception | 6.4% |
6 Month CAGR | 3.4% |
The scheme aims to generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments.
Expense Ratio | 1.07% |
Launched | - |
AUM in Crores | 182.5 |
ISIN | INF192K01GK1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 0.8 |
Sharpe Ratio | -0.5 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
JM Arbitrage Fund (G) | 8,16,471 | 83,859 | 4.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Others
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7.97%Multi Commodity Exchange Of India Ltd.
3.8%Hindustan Aeronautics Ltd.
3.73%Chemicals
0%Fund Name | Fund Size | |
---|---|---|
₹ 14,839 cr | ||
₹ 4,550 cr | ||
₹ 7,945 cr | ||
₹ 12,473 cr | ||
₹ 4,616 cr |
JM Financial Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
24.6% | 15.6% | ||
24% | 17.1% | ||
20.7% | 13% | ||
17.7% | 10% | ||
5.9% | 6.6% |
JM Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.44%. The fund is managed by JM Financial Mutual Fund. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan, Ruchi Fozdar, Satish Ramanathan.
Nav of JM Arbitrage Fund (G) as of 11/11/2024 is ₹17.06 with the total AUM as of 11/14/2024 is ₹182.5. With Scripbox you can compare and check the latest nav for all mutual funds in India.
The minimum SIP amount for JM Arbitrage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
JM Arbitrage Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage Total Return Index .
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Debt category and delivered 7.04% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Arbitrage Fund (G).
What is JM Arbitrage Fund (G)?
How to invest in JM Arbitrage Fund (G)?
You can invest in JM Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM Arbitrage Fund (G)?
The minimum sip amount for JM Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Arbitrage Fund (G) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the JM Arbitrage Fund (G)?
The expense ratio of the JM Arbitrage Fund (G) is 1.07% for regular plan.
What is the NAV of JM Arbitrage Fund (G)?
Today's JM Arbitrage Fund (G) NAV is ₹17.06.