TickerKhojJM Financial Mutual Fund · Hybrid · Arbitrage · Regular plan
JM Arbitrage Fund - Regular Plan - Growth
₹35.0465NAV on 30 Oct 2026Expense ratio 2.07%
29 Oct 2025NAV low 33.14 · high 35.08+5.8%
In plain words
Over 3 years it returned +6.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.5%.
On 3-year return it ranks 22 of 25 funds in Arbitrage.
A monthly SIP over 10 years ended ₹51,751 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.5% | +1.9% |
| 3 months | +1.4% | -5.1% |
| 6 months | +2.8% | -3.2% |
| 1 year | +5.7% | -10.2% |
| 3 years (yearly) | +6.2% | +7.4% |
| 5 years (yearly) | +5.7% | +6.5% |
| 10 years (yearly) | +5.1% | +11.3% |
| Since start (yearly) | +6.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,070 | +5.6% |
| 3 years | ₹3,60,000 | ₹3,95,467 | +5.9% |
| 5 years | ₹5,90,000 | ₹6,89,096 | +6.1% |
| 10 years | ₹11,90,000 | ₹15,61,327 | +5.3% |
Other plan of this fund: JM Arbitrage Fund - Direct Plan - Growth