AB
Asit BhandarkarFund Manager Since 1 Aug 2014
AlternativeArbitrage Fund
JM Arbitrage Fund Growth
3Y Annualised
6.15%
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.44%
0.01% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
11 years 7 months
NIFTY 50
5 years 12 months
FD
9 years 7 months
Fund info
Fund size
₹212.09 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.005%
If units redeemed or switched out are over and above the limit within 30 Days from the date of allotment. 0.50%
Risk Profile
Low Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Equity Arbitrage Fund Institutional Plan Growth
1.13%
2nd
ICICI Prudential Equity Arbitrage Fund Direct Plan Bonus
1.13%
3rd
HSBC Arbitrage Fund Regular Bonus
0.68%
4th
JM Arbitrage Fund (Direct) - Half Yearly Bonus Option - Principal Units
0.65%
5th
JM Arbitrage Fund (Direct) - Quarterly Bonus Option - Principal Units
0.65%
202nd
JM Arbitrage Fund Growth
0.44%
Fund Managers
CC
Chaitanya ChoksiFund Manager Since 1 Feb 2011
About JM Arbitrage Fund Growth
JM Arbitrage Fund Growth is a Alternative mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 18 years, having been launched on 2006-07-18. JM Arbitrage Fund Growth has ₹212.09 Cr worth of assets under management (AUM) as of Thu Mar 27 2025. The latest Net Asset Value (NAV) of JM Arbitrage Fund Growth as of Wed Mar 26 2025 is ₹32.0815. The fund has an expense ratio of 1.04%, which is medium comparable to most other Alternative funds.
JM Arbitrage Fund Growth returns for the last 1 year are 6.81%. Since launch, it has delivered 6.44% average annual returns.
The JM Arbitrage Fund Growth has the majority of its money invested in null, Financial Services, Energy, Technology, Communication Services sectors.
Top 5 Holdings of JM Arbitrage Fund Growth.
- JM Liquid Dir Gr: 6.35%
- Future on ICICI Bank Ltd: 4.89%
- ICICI Bank Ltd: 4.89%
- Future on Reliance Industries Ltd: 3.40%
- Reliance Industries Ltd: 3.40%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2006-07-18 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Arbitrage Fund Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from JM Financial Asset Management Limited
JM Value Fund (Direct) - Growth
EquityValue
3Y CAGR
22.30%
expense ratio
1.06%
fund size
₹1388.07 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
19.38%
expense ratio
0.78%
fund size
₹217.48 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
17.47%
expense ratio
2.24%
fund size
₹167.42 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.62%
expense ratio
0.25%
fund size
₹3497.37 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
23.55%
expense ratio
0.57%
fund size
₹4899.24 Cr
FAQs
What is the current NAV of JM Arbitrage Fund Growth?
What are the average returns of JM Arbitrage Fund Growth?
How do I invest in JM Arbitrage Fund Growth?
What is the expense ratio of JM Arbitrage Fund Growth?
What are net assets under management (AUM) of JM Arbitrage Fund Growth?
What is the PE and PB ratio of JM Arbitrage Fund Growth?
What are the top 5 holdings of JM Arbitrage Fund Growth?
What are the top 3 sectors that JM Arbitrage Fund Growth has invested in?
Who is the manager of JM Arbitrage Fund Growth?
What is the exit load of JM Arbitrage Fund Growth?
How to Redeem JM Arbitrage Fund Growth?
Can I invest in SIP and a Lump Sum of JM Arbitrage Fund Growth?
