Home› Funds› JM Arbitrage Fund (Regular) - Quarterly Bonus Opti

JM Arbitrage Fund (Regular) - Quarterly Bonus Option - Principal Units

JM Arbitrage · Arbitrage
Low
₹32.16
Current NAV
27 Jan 2025
4.7%
1Y Return
6.7%
3Y CAGR
6.4%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.92%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.92).
  • 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
1.92
Sharpe Ratio
0.92
Beta
1.92
Alpha
2.53
Sortino
Fund Details
Fund House JM Arbitrage
Category Arbitrage
AUM ₹8470 Cr
Expense Ratio 0.92%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Arbitrage
HDFC ARBITRAGE FUND - Regular Plan - Monthly IDCW Option
HDFC
₹11.41 7.9%
HDFC ARBITRAGE FUND - Regular Plan -Growth Option
HDFC
₹32.44 7.9%
ITI Arbitrage Fund - Direct Plan - IDCW Option
ITI
₹14.40 7.9%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
ITI
₹35.81 7.9%