NJ Arbitrage Fund Direct Growth

Hybrid
Arbitrage
NAV: NANA
Min. SIP amount₹1,000
RatingNA
Fund size₹98.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Arbitrage
Absolute returns
1M3M6MAll
Fund returns0.7%1.5%NA2.4%
Category averageNANANANA
Rank with in categoryNA1821NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
Housing Development Finance Corporation Ltd.FinancialEquity7.1%
ICICI Bank Ltd.FinancialEquity5.8%
Kotak Mahindra Bank Ltd.FinancialEquity5.5%
Interglobe Aviation Ltd.ServicesEquity5.1%
ACC Ltd.ConstructionEquity4.2%
HDFC Bank Ltd.FinancialEquity3.5%
Hindustan Unilever Ltd.Consumer StaplesEquity3.0%
Reliance Industries Ltd.EnergyEquity2.8%
Sun Pharmaceutical Industries Ltd.HealthcareEquity2.2%
Tata Steel Ltd.Metals & MiningEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 0.30%

Inclusive of GST

Exit load

Exit load 1.00% if redeemed before 30 days from the date of allotment.

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 investment₹500
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000

Fund management

Viral Shah
Oct 2022 - Present
View details

Education
Mr. Shah has done B.E. and MBA (Finance)
Experience
Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra (East), Mumbai 400051
Phone
NA
Launch Date
20 Apr 2021
E-mail
NA
Website
NA
NJ Mutual Fund
Asset Management Company
Custodian
Deutsche 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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