JM Arbitrage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Arbitrage funds is 31.17% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.46% | 5.08% |
| 2 Year Return | 22.19% | 10.35% |
| 3 Year Return | 33.43% | 16.37% |
| 4 Year Return | 39.90% | 23.58% |
| 5 Year Return | 48.92% | 31.17% |
| 6 Year Return | 60.45% | 39.49% |
| 7 Year Return | 64.02% | 49.18% |
| Expense Ratio | 0.35% | - |
AMC: JM FINANCIAL
Category: Hybrid • Arbitrage
Launch Date: 01 Jan 2013
Fund Manager: Mr. Deepak Gupta
Minimum Purchase: ₹1,000
Exit Load: If the units are redeemed / switched out on or before 30 days from the date of allotment - 0.50%. If the units are redeemed / switched out after 30 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
JM Arbitrage Fund - Direct Plan is managed by JM FINANCIAL and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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