JM Arbitrage Fund (Direct)

ArbitrageHybrid Rank 22 of 31

NAV · Direct-Growth

₹37.22+0.05+0.14%

As of 18 Aug 2026 · AMFI

NAV growth+6.3%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Trails its Arbitrage category on 1Y, 3Y & 5Y.

1Y return

+6.3%

-0.0 vs cat

3Y CAGR

+7.0%

-0.1 vs cat

5Y CAGR

+6.3%

-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 6.3% 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)

₹37.2213

Last 1Y

+6.28%

Aug 25Min ₹35.02 · Max ₹37.34 · 247 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	-0.01%	+0.03%	37/ 49
1M	+0.40%	+0.44%	38/ 49
3M	+1.42%	+1.40%	36/ 49
6M	+2.92%	+2.91%	32/ 45
YTD	+3.85%	+3.86%	33/ 45
1Y	+6.28%	+6.28%	29/ 39
2Y	+6.57%	+6.64%	24/ 33
3Y	+7.02%	+7.07%	22/ 31
5Y	+6.30%	+6.34%	21/ 30
7Y	+5.45%	+5.80%	20/ 26
10Y	+5.63%	+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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