NJ Arbitrage Fund - Regular Plan - Growth Option

Fund House:
Category:
Hybrid: Arbitrage
Status:
Open Ended Schemes
Launch Date:
01-08-2022
ISIN Number:
INF0J8L01057
Minimum Investment:
5000
Minimum SIP:
Total Assets: (29-11-2024):
330.43
Nav (20-12-2024)
11.6309
CAGR Since Inception:
6.51
Benchmark:
NIFTY 50 Arbitrage TRI
Expense Ratio (30-11-2024)::
1 %
Risko-Meter:
Low
Exit Load:
Nil . For details, please refer to SID and Addendum available on www.njmutualfund.com, Stamp duty @ 0.005% will be deducted from the Net investment amount. Units will be allotted for the balance amount i.e. net investment amount - stamp duty . Stamp duty will be computed using the formula (Investment amount-transaction charges, if any)/(100.005)*0.005."
Asset Class
Fund Manager
Dhaval Patel, Vishal Ashar:
Scheme Objective
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market and by investing the balance in debt and money market instruments.:
Riskometer : Low
Risko-meter
Return Analysis
Based On NJ Arbitrage Fund - Regular Plan - Growth Option S&P BSE Liquid Rate Index Hybrid: Arbitrage
CAGR since inception 6.51% 5.46% 5.48%
1 Year 7.01% 6.80% 7.40%
3 Year 0.00% 5.91% 6.05%
5 Year 0.00% 4.94% 5.13%
10 Year 0.00% 0.00% 5.81%
Nav / Index Value as on2024-12-22 330.43% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 20.61
Cash & Cash Equivalents 11.15
Equity 68.24
Derivatives -68.68
Company Holding
RELIANCE INDUSTRIES LIMITED 8.81
HDFC BANK LIMITED 7.27
BANK OF BARODA 6.57
KOTAK MAHINDRA BANK LIMITED 5.71
PUNJAB NATIONAL BANK 4.12
UNITED SPIRITS LIMITED 4.05
ADANI ENTERPRISES LIMITED 3.63
INDUS TOWERS LIMITED 3.27
BIOCON LIMITED 2.38
THE TATA POWER COMPANY LIMITED 2.35
FAQ's of NJ Arbitrage Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate NJ Mutual Fund ?

To calculate the NJ Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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NJ Arbitrage Fund - Regular Plan - Growth Option