JM Arbitrage Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.37 %
Expense Ratio
Rating
162
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.9% | 6.2% | 5.1% | 6.4% | ||||
| Category Average | 7.5% | 6.1% | 5.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.67
Alpha
0.2
SD
0.23
Beta
-1.25
Sharpe
Exit Load
| Exit Load | 0.50% if redeemed within 30 s of allotment / transfer of units. |
|---|
Fund Objective
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.
Fund Managers
Asit Bhandarkar - Fund Manager
An MBA in Finance from the University of Mumbai, and with experience of 15 years in the financial services industry, Asit Bhandarkar is one of the most dynamic fund managers in the industry. He currently handles 27 JM Financial Mutual Funds schemes with a cumulative AUM of Rs. 2,454 crores.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Arbitrage .
-
- 17,654
-
8.4%Fund Size - 17,654
-
7%Fund Size - 17,654
-
6.2%Fund Size - 17,654
-
- Hybrid .
- Arbitrage .
-
- 51,569
-
8.5%Fund Size - 51,569
-
6.8%Fund Size - 51,569
-
6.1%Fund Size - 51,569
-
- Hybrid .
- Arbitrage .
-
- 32,546
-
8.1%Fund Size - 32,546
-
6.8%Fund Size - 32,546
-
5.8%Fund Size - 32,546
-
- Hybrid .
- Arbitrage .
-
- 15,616
-
8.2%Fund Size - 15,616
-
6.7%Fund Size - 15,616
-
6%Fund Size - 15,616
-
- Hybrid .
- Arbitrage .
-
- 6,966
-
8.3%Fund Size - 6,966
-
6.6%Fund Size - 6,966
-
5.8%Fund Size - 6,966
AMC Contact Details
JM Financial Mutual Fund
AUM:
7,799 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025.
Contact:
022-61987777
Email ID:
investor@jmfl.com
More Funds from JM Financial Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 54
-
24.9%Fund Size - 54
-
25.2%Fund Size - 54
-
14.7%Fund Size - 54
-
- Equity .
- Large Cap .
-
- 331
-
41.5%Fund Size - 331
-
20.5%Fund Size - 331
-
21.4%Fund Size - 331
-
- Equity .
- Value .
-
- 985
-
54.1%Fund Size - 985
-
30.5%Fund Size - 985
-
30.4%Fund Size - 985
-
- Equity .
- Flexi Cap .
-
- 3,855
-
56%Fund Size - 3,855
-
29.5%Fund Size - 3,855
-
29%Fund Size - 3,855
-
- Equity .
- ELSS .
-
- 173
-
48.2%Fund Size - 173
-
23.4%Fund Size - 173
-
26.4%Fund Size - 173
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
34.7%Fund Size - 31,800
-
23%Fund Size - 31,800
-
23.8%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
37.6%Fund Size - 62,717
-
20.2%Fund Size - 62,717
-
22.6%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
33.7%Fund Size - 14,528
-
15.5%Fund Size - 14,528
-
22.4%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
41%Fund Size - 2,284
-
19.2%Fund Size - 2,284
-
22.2%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 1,203
-
39.1%Fund Size - 1,203
-
18.1%Fund Size - 1,203
-
22%Fund Size - 1,203
Frequently Asked Questions
How to invest in JM Arbitrage Fund – Direct Growth ?
You can invest in JM Arbitrage Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Arbitrage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of JM Arbitrage Fund – Direct Growth ?
The NAV of JM Arbitrage Fund – Direct Growth is ₹32.9 as of 10 September 2024.
How to redeem JM Arbitrage Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of JM Arbitrage Fund – Direct Growth?
The minimum SIP amount of JM Arbitrage Fund – Direct Growth is ₹500
What are the top sectors JM Arbitrage Fund – Direct Growth has invested in?
The top sectors JM Arbitrage Fund – Direct Growth has invested in are
- Debt - 24.15%
- Pharmaceuticals & Biotech - 8.75%
- Others - 7.96%
- Capital Markets - 6.69%
- Banks - 6.01%
Can I make investments in both the SIP and Lump Sum schemes of JM Arbitrage Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of JM Arbitrage Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have JM Arbitrage Fund – Direct Growth generated ?
The JM Arbitrage Fund – Direct Growth has delivered 6.4% since inception
What is the expense ratio of JM Arbitrage Fund – Direct Growth ?
The expense ratio of JM Arbitrage Fund – Direct Growth is 0.37 % as of 10 September 2024.
What is the AUM of JM Arbitrage Fund – Direct Growth?
The AUM of JM Arbitrage Fund – Direct Growth is ₹7,799 Cr as of 10 September 2024
What are the top stock holdings of JM Arbitrage Fund – Direct Growth?
The top stock holdings of JM Arbitrage Fund – Direct Growth are
- Multi Comm. Exc. - 4.15%
- Bajaj Finance - 3.2%
- Hind.Aeronautics - 3.2%
- Biocon - 3.14%
- IndusInd Bank - 3.09%
How can I redeem my investments in JM Arbitrage Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Arbitrage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Arbitrage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.