NJ Arbitrage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Arbitrage funds is 31.17% .
The largest portfolio holding is BHARTI AIRTEL LTD with a portfolio weight of 7.28% .
The fund currently owns more than 80 stocks.
The top 10 holdings account for 49.37% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.31% | 5.08% |
| 2 Year Return | 21.72% | 10.35% |
| 3 Year Return | N/A | 16.37% |
| 4 Year Return | N/A | 23.58% |
| 5 Year Return | N/A | 31.17% |
| 6 Year Return | N/A | 39.49% |
| 7 Year Return | N/A | 49.18% |
| Expense Ratio | 0.20% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Communication Services |
7.28%
|
|
| 2 | Energy |
6.97%
|
|
| 3 | Finance - Banks - Private Sector |
6.32%
|
|
| 4 |
5.99%
|
||
| 5 | Communication Services |
5.15%
|
|
| 6 | Consumer Discretionary |
4.35%
|
|
| 7 | Health Care |
3.89%
|
|
| 8 | Industrials |
3.55%
|
|
| 9 | Financials |
3.07%
|
|
| 10 | Finance - Banks - Public Sector |
2.79%
|
|
| 11 | Finance - Banks - Private Sector |
2.63%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
2.62%
|
NJ Arbitrage Fund - Direct Plan is managed by NJ 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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