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JM Arbitrage Fund (Regular) - Annual IDCW

JM Arbitrage · Arbitrage
Low
₹15.19
Current NAV
25 Jun 2026
5.7%
1Y Return
5.7%
3Y CAGR
6.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.92%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.82).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.32).
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.82
Sharpe Ratio
0.52
Beta
2.32
Alpha
2.22
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Fund Details
Fund House JM Arbitrage
Category Arbitrage
AUM ₹7870 Cr
Expense Ratio 0.92%
Min SIP ₹500
Min Lumpsum ₹1000
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