NJ Arbitrage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

NJ Arbitrage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹271 Cr

Lock In Period

N/A

Expense Ratio

1.65

Exit Load

Nil

Benchmark

Nifty 50 Arbitrage

NJ Arbitrage Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.64-0.17126.76
6M2.731.63126.76
1Y5.494.20126.76
3Y6.2413.24126.76

Portfolio Analysis

  • Equity: 83.09%
  • Debt: 16.86%
  • Others
As on: 2026-05-31
View allocation % by

1. Kotak Mahindra Bank Limited6.39%
2. ICICI Bank Limited4.06%
3. HDFC Bank Limited3.40%
4. Yes Bank Limited1.20%
5. Bandhan Bank Limited0.91%
6. Axis Bank Limited0.68%
7. IDFC First Bank Limited0.44%
8. RBL Bank Limited0.12%
9. IndusInd Bank Limited0.09%

1. Bharti Airtel Limited7.09%
2. Vodafone Idea Limited5.69%

1. Reliance Industries Limited7.22%

1. Sun Pharmaceutical Industries Limited3.61%
2. Biocon Limited2.26%
3. Laurus Labs Limited0.21%

1. Sammaan Capital Limited4.81%
2. LIC Housing Finance Limited0.37%

1. Mahindra & Mahindra Limited4.01%
2. Maruti Suzuki India Limited0.80%

1. Adani Enterprises Limited3.55%

1. UltraTech Cement Limited1.44%
2. Grasim Industries Limited0.98%
3. Ambuja Cements Limited0.78%

1. Bank of Baroda1.77%
2. Punjab National Bank0.97%

1. Adani Power Limited1.69%
2. NTPC Limited0.51%
3. Tata Power Company Limited0.50%

1. Steel Authority of India Limited1.17%
2. Tata Steel Limited0.97%
3. JSW Steel Limited0.03%

1. Eicher Motors Limited1.94%
2. Hero MotoCorp Limited0.03%

1. Bajaj Finance Limited1.69%

1. SBI Life Insurance Company Limited1.29%
2. HDFC Life Insurance Company Limited0.36%

1. Eternal Limited1.50%

1. Larsen & Toubro Limited1.40%

1. Titan Company Limited1.08%

About Fund NJ Arbitrage Fund Growth

NJ Arbitrage Fund Growth managed by NJ Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹271 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.65. 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
HSBC Multi Asset Allocation Fund Growth43040.51 CR2.5
WhiteOak Capital Aggressive Hybrid Fund Growth00 CR
Mahindra Manulife Arbitrage Fund Growth0126.38 CR1.87
PGIM India Balanced Advantage Fund Growth1797.63 CR2.55
NJ Arbitrage Fund Growth1270.68 CR1.65
Fund Name1Y3Y
This FundHSBC Multi Asset Allocation Fund Growth15.64290
This FundWhiteOak Capital Aggressive Hybrid Fund Growth00
This FundMahindra Manulife Arbitrage Fund Growth5.364518.1683
This FundPGIM India Balanced Advantage Fund Growth-3.410619.8882
This FundNJ Arbitrage Fund Growth5.489919.9005

NJ Arbitrage Fund Growth 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 1.65. 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 : 0.64%
  • 6 Months : 2.73%
  • 1 Year : 5.49%
  • 3 Years : 6.24%
Returns of NJ Arbitrage Fund Growth are updated daily based on NAV of ₹ 12.6540 as on Jul 10,2026. Since inception, the return has been 19.90%.

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 ₹271 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.