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HybridArbitrage FundDirect · Growth

JM Arbitrage Fund (Direct) - Growth Option

JM Financial · Scheme 120482

₹37.22▲ 0.14%NAV · 2026-09-18
56
Decent FundScore
Start SIP
AUM
—
Expense ratio
—
3Y CAGR
7.0%
Risk level
Low
Min SIP
—
Benchmark
Nifty 50 Arbitrage Index
Decent · 56/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 1%.
  • ✓Low volatility (1% a year) — a steady, low-drama ride.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 1.5%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe -0.14) — took on risk without enough payoff.
  • •3Y CAGR: +7.0%
  • •5Y CAGR: +6.3%

FundScore breakdown

56/100 · Decent
How it works →
27
Returns
Weak
66
Consistency
Decent
25
Risk-adjusted
Weak
100
Downside protection
Excellent
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.