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JM Arbitrage Fund (Regular) - Growth Option

JM Arbitrage · Arbitrage
Low
₹34.39
Current NAV
25 Jun 2026
6.8%
1Y Return
6.8%
3Y CAGR
5.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.03%) which can affect compounding over long horizons.
  • 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
1.43
Sharpe Ratio
0.43
Beta
-2.57
Alpha
1.62
Sortino
Fund Details
Fund House JM Arbitrage
Category Arbitrage
AUM ₹4480 Cr
Expense Ratio 2.03%
Min SIP ₹500
Min Lumpsum ₹1000
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