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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹270 Cr

Lock In Period

N/A

Expense Ratio

1

Benchmark

Nifty 50 Arbitrage

Exit Load

Nil

Summary

Latest details for NJ Arbitrage Fund Growth include a ₹12.5116 NAV as of Apr 22,2026 and returns since inception of 20.21%. Minimum investments start at SIP ₹100. The NJ Arbitrage Fund Growth AUM is ₹270 Cr, with a lock-in of N/A years, expense ratio of 1%, and benchmark Nifty 50 Arbitrage. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.43% returns, against a category average of -1.23% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.43-1.23126.76
6M2.790.45126.76
1Y5.363.05126.76
3Y6.339.55126.76

Portfolio Analysis

  • Equity: 72.00%
  • Debt: 27.95%
  • Others
As on: 2026-03-31
View allocation % by

1. Kotak Mahindra Bank Limited6.02%
2. HDFC Bank Limited5.83%
3. ICICI Bank Limited4.35%
4. Axis Bank Limited1.67%
5. Yes Bank Limited0.89%
6. Bandhan Bank Limited0.51%
7. IDFC First Bank Limited0.36%
8. IndusInd Bank Limited0.29%
9. RBL Bank Limited0.10%

1. Bharti Airtel Limited5.87%
2. Vodafone Idea Limited2.46%

1. Reliance Industries Limited7.37%

1. Sammaan Capital Limited5.67%
2. LIC Housing Finance Limited0.35%

1. Mahindra & Mahindra Limited4.12%
2. Maruti Suzuki India Limited0.41%

1. Bajaj Finance Limited3.92%

1. Bank of Baroda1.61%
2. State Bank of India0.84%
3. Punjab National Bank0.63%

1. Biocon Limited1.91%
2. Sun Pharmaceutical Industries Limited0.73%
3. Laurus Labs Limited0.16%
4. Cipla Limited0.03%

1. Tata Steel Limited0.90%
2. Steel Authority of India Limited0.87%

1. Adani Enterprises Limited1.61%

1. Larsen & Toubro Limited1.20%

1. Titan Company Limited1.08%

1. Eternal Limited1.03%

About Fund

NJ Arbitrage Fund Growth managed by NJ Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹270 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1. Under the expert guidance of Viral Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Viral Shah

Mr. Viral Shah by qualification is B.E. MBA (Finance). He has more than 16 years of experience in financial services. Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBajaj Finserv Equity Savings Fund Growth031.29 CR1.3
This FundBandhan Multi Asset Allocation Fund Growth02939.69 CR1.86
This FundWhiteOak Capital Arbitrage Fund Growth01009.86 CR1.1
This FundMahindra Manulife Arbitrage Fund Growth0105.8 CR1.12
This FundNJ Arbitrage Fund Growth1269.85 CR1
Fund Name1Y3Y
This FundBajaj Finserv Equity Savings Fund Growth00
This FundBandhan Multi Asset Allocation Fund Growth20.18510
This FundWhiteOak Capital Arbitrage Fund Growth6.18050
This FundMahindra Manulife Arbitrage Fund Growth5.239518.2322
This FundNJ Arbitrage Fund Growth5.361820.2101

FAQs

NJ Arbitrage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of NJ Arbitrage Fund Growth is 1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

NJ Arbitrage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.43%
  • 6 Months : 2.79%
  • 1 Year : 5.36%
  • 3 Years : 6.33%
Returns of NJ Arbitrage Fund Growth are updated daily based on NAV of ₹ 12.5116 as on Apr 22,2026. Since inception, the return has been 20.21%.

You can invest in NJ Arbitrage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of NJ Arbitrage Fund Growth is ₹270 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in NJ Arbitrage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500