JM Arbitrage Fund (Direct)

ArbitrageHybrid Rank 23 of 32

NAV · Direct-Growth

₹37.58+0.01+0.03%

As of 7 Oct 2026 · AMFI

NAV growth+6.5%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Arbitrage category on 1Y but trails on 3Y & 5Y.

1Y return

+6.5%

+0.1 vs cat

3Y CAGR

+7.0%

-0.0 vs cat

5Y CAGR

+6.4%

-0.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.5%

3Y std dev

Go deeper on JM Arbitrage Fund (Direct)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Arbitrage Fund (Direct) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Arbitrage Fund (Direct) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Arbitrage Fund (Direct) is a Arbitrage scheme from JM Financial. Long-run track record: about 6.4% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF192K01BN6

NAV (Direct-Growth)

₹37.5847

Last 1Y

+6.53%

Oct 25Min ₹35.28 · Max ₹37.58 · 247 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.19%	+0.21%	34/ 50
1M	+0.61%	+0.54%	3/ 50
3M	+1.52%	+1.49%	22/ 49
6M	+3.11%	+3.00%	30/ 47
YTD	+4.86%	+4.80%	32/ 45
1Y	+6.53%	+6.45%	27/ 40
2Y	+6.66%	+6.69%	25/ 35
3Y	+6.99%	+7.02%	23/ 32
5Y	+6.45%	+6.46%	21/ 30
7Y	+5.49%	+5.81%	21/ 27
10Y	+5.64%	+5.83%	15/ 19

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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