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JM Arbitrage Fund Growth

Hybrid
Arbitrage
Low Risk
3.19%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 May 2022₹27.00
Min. SIP amountNA
Rating1
Fund size₹52.38Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.4%3.2%4.1%6.5%
Category average3.3%4.7%5.2%NA
Rank with in category202016NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills9.5%
Reserve Bank of India
FinancialT-Bills9.2%
HDFC Bank Ltd.FinancialEquity8.6%
Reliance Industries Ltd.EnergyEquity5.2%
Hindustan Unilever Ltd.Consumer StaplesEquity5.1%
Vedanta Ltd.Metals & MiningEquity5.1%
Adani Enterprises Ltd.ServicesEquity4.5%
Muthoot Finance Ltd.FinancialEquity4.2%
Bajaj Finance Ltd.FinancialEquity3.7%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.05%

Inclusive of GST

Exit load

0.50% for redemption within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Asit Bhandarkar
Jul 2014 - Present
View details

Education
Mr. Bhandarkar is a B.Com (H) and MMS.
Experience
Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Also manages these schemes

Chaitanya Choksi
Feb 2011 - Present
View details

Education
Mr. Choksi is a MMS (Finance) and CFA.
Experience
Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
Website
NA
Amc Image
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in JM Arbitrage Fund Growth?

You can easily invest in JM Arbitrage Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for JM Arbitrage Fund Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in JM Arbitrage Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Arbitrage Fund Growth provide?

The JM Arbitrage Fund Growth has been there from 18 Jul 2006 and the average annual returns provided by this fund is 3.39% since its inception.

How much expense ratio is charged by JM Arbitrage Fund Growth?

The term Expense Ratio used for JM Arbitrage Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of JM Arbitrage Fund Growth is 1.05% as of 28 May 2022...

What is the AUM of JM Arbitrage Fund Growth?

The AUM, short for Assets Under Management of JM Arbitrage Fund Growth is ₹52.38Cr as of 28 May 2022.

How to Redeem JM Arbitrage Fund Growth?

If you want to sell your JM Arbitrage Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Arbitrage Fund Growth?

You can select either SIP or Lumpsum investment of JM Arbitrage Fund Growth based on your investment objective and risk tolerance.

What is the NAV of JM Arbitrage Fund Growth?

The NAV of JM Arbitrage Fund Growth is ₹27.00 as of 27 May 2022.

What is the PE and PB ratio of JM Arbitrage Fund Growth?

The PE ratio ratio of JM Arbitrage Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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