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NJ Arbitrage Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.27 | 28.13 | 3.12 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.67 | 31.38 | 3.39 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty 50 Arbitrage |
About Arbitrage Fund
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Peers & Comparison
HybridArbitrage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| NJ Arbitrage Fund | 7.46% | — | 7.24% |
| Kotak Equity Arbitrage Fund | 8.23% | 7.29% | 7.11% |
| SBI Arbitrage Opportunities Fund | 7.94% | 7.14% | 6.84% |
| ICICI Pru Equity-Arbitrage Fund | 8.05% | 7.04% | 7.05% |
Price Comparison
Compare NJ Arbitrage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
ACTUAL
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Sector Distribution
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
8.90 %
0.10 %Holdings
7.03 %
1.32 %Holdings
6.33 %
-0.94 %
AMC Profile
NJ Asset Management Private Limited has a strong lineage, as a part of the NJ Group. NJ India Invest Private Limited(NJ), the flagship company of the group, was started in 1994 to cater to the growing needs in the financial services industry. NJ today is one of the leading distributors of investment products and providers of financial services in India. NJ is amongst the largest distributors of mutual funds in India and has over Rs. 1,19,190 * of mutual fund assets under management. NJ also has one of the largest network of financial products distributors in India, numbering over 23,377 * engaged in distribution of financial products.
No.of Schemes
5
Total AUM
₹ 6,554.01 Cr.
Fund Manager Profile
Viral Shah
AUM: ₹6,530.64 Cr.
|
Exp: 9yrs
Dhaval Patel
AUM: ₹6,530.64 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%