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  • NJ Arbitrage Fund (Growth)
NJ Mutual Fund

NJ Arbitrage Fund (Growth)

DebtArbitrage

11.153

NAV (Apr 16)

6.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.153

NAV (Apr 16)

Fund Returns

Last 1Y
7.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
6.6%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

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

Vishal Ashar

Fund Manager

Dhaval Patel

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
NJ Arbitrage Fund (Growth)70%8,74,154 1,41,5427.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-16

Top Debt Holdings

cash offset for derivatives

79%
79%

hdfc bank limited april 2024 future

8.3%
8.3%

hdfc bank ltd

8.2%
8.2%

future on reliance industries ltd

6.9%
6.9%

reliance industries ltd

6.9%
6.9%
See all holdings

Allocation by Sector

financial services

23%
23%

energy

12%
12%

consumer defensive

9.9%
9.9%

basic materials

9.4%
9.4%

consumer cyclical

5.3%
5.3%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,293 cr

₹ 4,923 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

NJ Asset Management Private Limited

NJ Asset Management Private Limited manages assets worth 5,744 crores and was set up on null. It's current offering of mutual fund schemes includes 1 debt and 2 hybrid funds.amc-img
phone-img91 6357222000
Fund NameScripbox Opinion
Till Date CAGR

-

32.9%

-

10.6%

-

6.6%

-

2.3%

-

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 4/16/2024 is ₹11.15 with the total AUM as of 4/17/2024 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 7.3% 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)?

NJ Arbitrage Fund (G) is a Arbitrage Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.