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NJ Arbitrage Fund - Direct Plan - Growth Option

NJ · Arbitrage
Low
₹12.98
Current NAV
25 Jun 2026
6.5%
1Y Return
6.0%
3Y CAGR
6.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.55%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.85).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.35).
  • Very large asset base (AUM: ₹24,400 Cr) indicating high investor trust and liquidity.
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
1.85
Sharpe Ratio
1.15
Beta
5.35
Alpha
2.31
Sortino
Fund Details
Fund House NJ
Category Arbitrage
AUM ₹24400 Cr
Expense Ratio 0.55%
Min SIP ₹500
Min Lumpsum ₹1000
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