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NJ Arbitrage Fund - Regular Plan - Growth Option

NJ · Arbitrage
Low
₹12.89
Current NAV
03 Nov 2026
5.8%
1Y Return
6.1%
3Y CAGR
6.3%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.51).
  • 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
1.51
Sharpe Ratio
1.11
Beta
2.51
Alpha
1.83
Sortino
Fund Details
Fund House NJ
Category Arbitrage
AUM ₹4060 Cr
Expense Ratio 1.11%
Min SIP ₹500
Min Lumpsum ₹1000
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