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JM Arbitrage Fund (Regular) - Half Yearly Bonus Option - Principal Units

JM Arbitrage · Arbitrage
Low
₹32.16
Current NAV
27 Jan 2025
6.9%
1Y Return
6.0%
3Y CAGR
4.6%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.98%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
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
1.28
Sharpe Ratio
0.58
Beta
-1.22
Alpha
1.64
Sortino
Fund Details
Fund House JM Arbitrage
Category Arbitrage
AUM ₹6830 Cr
Expense Ratio 0.98%
Min SIP ₹500
Min Lumpsum ₹1000
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