- Mutual Funds
- NJ Mutual Fund
- NJ Arbitrage Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.1575
NAV (Apr 22)
Fund Returns
Last 1Y | 7.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.6% |
6 Month CAGR | 3.6% |
Scheme Information
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market and by investing the balance in debt and money market instruments. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Expense Ratio | 1.01 |
Launched (2y ago) | Aug 01, 2022 |
AUM in Crores | 362.373 |
ISIN | INF0J8L01057 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 6.81 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| NJ Arbitrage Fund (Growth) | 8,71,983 | 1,39,371 | 7.2% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
cash offset for derivatives
79%hdfc bank limited april 2024 future
8.3%hdfc bank ltd
8.2%future on reliance industries ltd
6.9%reliance industries ltd
6.9%Allocation by Sector
financial services
23%energy
12%consumer defensive
9.9%basic materials
9.4%consumer cyclical
5.3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
NJ Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 32.2% | ||
- | 10.3% | ||
- | 6.6% | ||
- | 2.4% | ||
- | 6.4% |
NJ Arbitrage Fund (G) Review
NJ Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.6% over a period of 1 years. The fund is managed by NJ Asset Management Private Limited. The fund managers are Dhaval Patel, Vishal Ashar.
Nav of NJ Arbitrage Fund (G) as of 4/22/2024 is ₹11.16 with the total AUM as of 4/23/2024 is ₹362.373. With Scripbox you can compare and check the latest nav for all mutual funds in India. NJ Arbitrage Fund (G) was launched on Aug 01, 2022. The category risk of the fund is Low Risk.
The minimum SIP amount for NJ 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.
NJ 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 TR INR.
NJ Arbitrage Fund (G) is rated as a 0 fund in Debt and delivered 7.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with NJ Arbitrage Fund (G).
Frequently Asked Questions
What is NJ Arbitrage Fund (G)?
How to invest in NJ Arbitrage Fund (G)?
You can invest in NJ 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 NJ Arbitrage Fund (G)?
The minimum sip amount for NJ Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is NJ Arbitrage Fund (G) good to invest in?
As per Scripbox experts, NJ Arbitrage Fund (G) is a Not Reviewed Yet fund. You can investNJ Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the NJ Arbitrage Fund (G)?
The expense ratio of the NJ Arbitrage Fund (G) is 1.01% for regular plan.