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JM Arbitrage Fund Half Yearly Bonus Option - Principal Units INF192K01IB6

NAV / 1-Day Return
32.16 / 0.04%
Total Assets
2.1 Bil
Inception Date
Dec 15, 2014
Expense Ratio
1.040%
Fee Level
—
Load
Multiple
Category
India Fund Arbitrage Fund
Investment Style
Large Growth
Minimum Initial Investment
1,000
Status
Limited
TTM Yield
0.00%
Turnover
541%



Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
7.68
7.47
5.29
5.38
5.30
2.56
2.74
3.95
6.63
7.20
0.55
Category
7.46
6.86
5.78
5.47
5.57
3.65
3.75
4.11
6.82
7.39
N/A
Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is third
Percentile Rank
45
10
84
81
70
84
92
69
79
70
63
# of Invest. in Cat.
108
116
187
187
241
260
244
244
228
238
—
Category Name
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund
IN038 India Fund Arbitrage Fund

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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