
JM Arbitrage Fund(G)-Direct Plan
+6.34%
5Y annualised
+6.34%
5Y annualised
-0.02% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹37.34
Min. SIP amount
₹1,000
Fund size (AUM)
482 Cr
Expense ratio
0.41%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹37.34
Min. SIP amount
₹1,000
Fund size (AUM)
482 Cr
Expense ratio
0.41%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
56.94%
Mid Cap
18.91%
Small Cap
4.66%
Others
19.48%
Sector Allocation
Bank
23.62%
Finance
7.30%
Treasury Bills
7.15%
Telecom
6.72%
Domestic Mutual Funds Units
6.53%
Automobile & Ancillaries
5.97%
Cash & Cash Equivalents And Net Assets
5.81%
Iron & Steel
4.87%
Others
31.18%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
If units sold on or before 0
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Asit Bhandarkar
Present
Satish Ramanathan
Present
Deepak Gupta.
Present
Ruchi Fozdar
Present
Similar/Peer Fund Comparison
Quant Arbitrage Fund(G)-Direct Plan
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Tata Arbitrage Fund(G)-Direct Plan
Invesco India Arbitrage Fund(G)-Direct Plan
Kotak Arbitrage Fund(G)-Direct Plan
Mirae Asset Arbitrage Fund(G)-Direct Plan
FAQs
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