NJ Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.05 | N/A | N/A | N/A |
Average Rolling Returns(%) | 7.31 | N/A | N/A | N/A |
The Current NAV of NJ Arbitrage Fund - Regular Plan - Growth is ₹11.16.
It is better to invest in a fund with a longer track record as NJ Arbitrage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 1 Year T-Bill Index returns, as Funds portfolio is significantly different.
NJ Arbitrage Fund - Regular Plan - Growth fund’s expense ratio is 1.01%
The process for redemption is
The AUM of NJ Arbitrage Fund - Regular Plan - Growth is currently ₹362 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ITC and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 42% of fund’s portfolio respectively.
Top three sectors of NJ Arbitrage Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 50% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of NJ Arbitrage Fund - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Vishal Ashar and Dhaval Patel manage the NJ Arbitrage Fund - Regular Plan - Growth Fund.
NJ Arbitrage Fund - Regular Plan - Growth current PE ratio is 32.82 and PB ratio is 4.96
The asset allocation of NJ Arbitrage Fund - Regular Plan - Growth is Stocks : 78.45%, Debt : 21.55% and Gold : 0%
The minimum SIP amount for NJ Arbitrage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for NJ Arbitrage Fund - Regular Plan - Growth is Nil upto 5% of units and 1% for remaining units on or before 30 days, Nil after 30 days