JM Arbitrage Fund Direct-Growth
Hybrid: Arbitrage - Growth (Open ended)
SEBI Riskometer: LowCategory: Hybrid: ArbitrageBenchmark: NIFTY 50 Arbitrage Total Return Index Check Portfolio Overlap →
NAV: ₹37.57+0.08%
06 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 08 Jan, 2014 - 06 Oct, 2026 | 21 Jan, 2016 - 06 Oct, 2026 | 29 Jan, 2018 - 06 Oct, 2026 | 11 Feb, 2020 - 06 Oct, 2026 |
| Average returns | 6.43% | 6.07% | 5.74% | 5.66% |
| Standard deviation | 1.97% | 1.48% | 0.99% | 0.58% |
| Best returns | 10.59% 1 year ending on 13 Aug, 2014 | 8.92% 3 years ending on 27 Jan, 2016 | 7.98% 5 years ending on 07 Feb, 2018 | 7.36% 7 years ending on 28 Feb, 2020 |
| Worst returns | 1.91% 1 year ending on 01 Jun, 2021 | 3.41% 3 years ending on 06 Sep, 2022 | 4.45% 5 years ending on 14 Sep, 2022 | 5.07% 7 years ending on 08 Dec, 2022 |
| Period with positive return | 100.00% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 78.89% | 71.72% | 70.95% | 100.00% |
| Period with return > 10% | 3.09% | 0.00% | 0.00% | 0.00% |
| Period with return > 15% | 0.00% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 14.11% | 4.77% | 0.05% | 0.00% |
| Beat % Benchmark | 32.07% | 5.87% | 3.50% | 0.73% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.83% | 0.80% | 3.16% | 6.51% | 6.98% | 6.42% | 5.63% | 6.41% |
| Hybrid: Arbitrage | 5.03% | 0.78% | 3.27% | 6.71% | 7.19% | 6.58% | 6.10% | - |
| NIFTY 50 Arbitrage Total Return Index | -12.01% | -4.22% | -0.02% | -7.88% | 6.28% | 6.49% | 11.43% | - |
| Rank in category | 31 | 14 | 29 | 28 | 23 | 21 | 14 | - |
| Funds in category | 36 | 40 | 38 | 33 | 26 | 24 | 15 | - |