JM Arbitrage Fund Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio-0.31
• Std Deviation 0.38%
• Tracking Error 0.00%

The investment objective of the Scheme is to generate income through arbitrage opportunities emerging out of mispricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information set out in this document carefully

The JM Arbitrage Fund Growth has an AUM of 390.54 crores & has delivered CAGR of 5.23% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.08%. The minimum investment in JM Arbitrage Fund Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Cash Offset For Derivatives, Muthoot Finance Limited, ICICI Bank & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Metal Mining.

Some of the similar funds are Union Arbitrage Fund Regular Growth, Sundaram Arbitrage Fund - Regular Plan - Growth, JM Arbitrage Fund Growth, WhiteOak Capital Arbitrage Fund Regular Growth, Franklin India Arbitrage Fund Regular Growth. JM Arbitrage Fund Growth has a sharpe ratio of -0.31 & a standard deviation of 0.38%.