- Mutual Funds
- NJ Mutual Fund
- NJ Arbitrage Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.5218
NAV (Oct 21)
Fund Returns
Last 1Y | 6.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.5% |
6 Month CAGR | 3% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.01% |
Launched 2Y ago | 2022-08-01 |
AUM in Crores | 350.7 |
ISIN | INF0J8L01057 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| NJ Arbitrage Fund (G) | 8,64,419 | 1,31,807 | 6.8% | |
| 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
Others
75.58%Reliance Industries Ltd.
9.25%Others
8.56%Kotak Mahindra Bank Ltd.
7.93%HDFC Bank Ltd.
6.53%Allocation by Sector
Communication
0.49%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
NJ Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.4% | ||
- | 6.5% | ||
- | 38.3% | ||
- | 11.9% | ||
- | 42.1% |
NJ Arbitrage Fund (G) Review
NJ Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.49% over 2 years. The fund has grown over a period of 2 years. The fund is managed by NJ Mutual Fund. The fund managers are Dhaval Patel, Vishal Ashar.
Nav of NJ Arbitrage Fund (G) as of 10/21/2024 is ₹11.52 with the total AUM as of 10/22/2024 is ₹350.67. With Scripbox you can compare and check the latest nav for all mutual funds in India. NJ Arbitrage Fund (G) was launched on 2022-08-01.
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 Total Return Index .
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.
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.
What is the NAV of NJ Arbitrage Fund (G)?
Today's NJ Arbitrage Fund (G) NAV is ₹11.52.