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)

₹273 Cr

Lock In Period

N/A

Expense Ratio

1.65

Exit Load

Nil

Benchmark

Nifty 50 Arbitrage

NJ Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.630.13126.76
6M2.712.29126.76
1Y5.574.86126.76
3Y6.2612.67126.76

Portfolio Analysis

  • Equity: 77.25%
  • Debt: 22.71%
  • Others
As on: 2026-06-30
View allocation % by

1. Kotak Mahindra Bank Limited6.47%
2. HDFC Bank Limited3.63%
3. ICICI Bank Limited3.00%
4. Yes Bank Limited1.24%
5. Bandhan Bank Limited0.75%
6. Axis Bank Limited0.71%
7. IDFC First Bank Limited0.49%
8. RBL Bank Limited0.09%
9. IndusInd Bank Limited0.09%

1. Bharti Airtel Limited6.96%
2. Vodafone Idea Limited5.83%

1. Reliance Industries Limited7.02%

1. Sun Pharmaceutical Industries Limited3.70%
2. Biocon Limited2.18%
3. Laurus Labs Limited0.24%

1. Mahindra & Mahindra Limited4.00%
2. Maruti Suzuki India Limited0.85%

1. Adani Enterprises Limited3.64%

1. UltraTech Cement Limited1.84%
2. Grasim Industries Limited0.97%
3. Ambuja Cements Limited0.74%

1. Bank of Baroda1.46%
2. Punjab National Bank0.97%
3. Canara Bank0.62%

1. Adani Power Limited1.54%
2. NTPC Limited0.65%
3. Tata Power Company Limited0.45%

1. Tata Steel Limited1.12%
2. Steel Authority of India Limited0.99%
3. JSW Steel Limited0.03%

1. Bajaj Finance Limited1.85%

1. Eternal Limited1.76%

1. SBI Life Insurance Company Limited1.24%
2. HDFC Life Insurance Company Limited0.35%

1. Titan Company Limited1.16%

1. Eicher Motors Limited1.01%

About Fund NJ Arbitrage Fund Growth

NJ Arbitrage Fund Growth managed by NJ Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹273 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
Baroda BNP Paribas Retirement Fund Growth0395 CR2.66
TRUSTMF Arbitrage Fund Growth0123 CR2.24
Unifi Dynamic Asset Allocation Fund Growth01,290 CR1.98
Mahindra Manulife Arbitrage Fund Growth0126 CR1.87
NJ Arbitrage Fund Growth1272 CR1.65
Fund Name1Y3Y
This FundBaroda BNP Paribas Retirement Fund Growth4.03890
This FundTRUSTMF Arbitrage Fund Growth00
This FundUnifi Dynamic Asset Allocation Fund Growth7.49210
This FundMahindra Manulife Arbitrage Fund Growth5.443418.2018
This FundNJ Arbitrage Fund Growth5.568319.9871

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 : 0.63%
  • 6 Months : 2.71%
  • 1 Year : 5.57%
  • 3 Years : 6.26%
Returns of NJ Arbitrage Fund Growth are updated daily based on NAV of ₹ 12.7042 as on Jul 31,2026. Since inception, the return has been 19.99%.

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 ₹273 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.