What is the current NAV of NJ Arbitrage Fund - Direct Plan - Growth Option?

The current NAV (Net Asset Value) of NJ Arbitrage Fund - Direct Plan - Growth Option is ₹13.03. NAV is updated every business day after market close by AMFI.

What is the 1-year return of NJ Arbitrage Fund - Direct Plan - Growth Option?

NJ Arbitrage Fund - Direct Plan - Growth Option has delivered a 1-year CAGR return of 6.25% as of the latest data.

What is the 3-year CAGR of NJ Arbitrage Fund - Direct Plan - Growth Option?

NJ Arbitrage Fund - Direct Plan - Growth Option has delivered a 3-year CAGR return of 6.99%. This measures compounded annual growth over 3 years.

What is the expense ratio of NJ Arbitrage Fund - Direct Plan - Growth Option?

The expense ratio of NJ Arbitrage Fund - Direct Plan - Growth Option is 0.38% per annum. This is the annual fee charged by the fund to manage your investment.

Who manages NJ Arbitrage Fund - Direct Plan - Growth Option?

NJ Arbitrage Fund - Direct Plan - Growth Option is managed by Kumaresh Ramakrishnan at Sundaram Mutual Fund.

What is the risk level of NJ Arbitrage Fund - Direct Plan - Growth Option?

NJ Arbitrage Fund - Direct Plan - Growth Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.

What is the minimum SIP amount for NJ Arbitrage Fund - Direct Plan - Growth Option?

You can start a SIP in NJ Arbitrage Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

What is the AUM of NJ Arbitrage Fund - Direct Plan - Growth Option?

The Assets Under Management (AUM) of NJ Arbitrage Fund - Direct Plan - Growth Option is ₹67 crore. AUM indicates the total market value of assets managed by the fund.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

NJ Arbitrage Fund - Direct Plan - Growth Option

★★★★★ monitor_heart Health Score: 61/100 · Average

Sundaram Mutual Fund · Hybrid · Arbitrage Fund

₹13.03

-0.0 (-0.02%) trending_down

AUM: ₹67 Cr

NAV updated 15 days ago

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Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.38%

Exit Load

Nil

Fund Manager

Kumaresh Ramakrishnan

Inception

Jan 2026

Benchmark

—

Sharpe Ratio

-0.05

Std Dev (1Y)

1.06%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+0.82%

+1.83%

+3.09%

+6.25%

+6.99%

—

10y

—

since inception

+6.89%

rate_review TopFund's Take on NJ Arbitrage Fund - Direct Plan - Growth Option

NJ Arbitrage Fund - Direct Plan - Growth Option sits in the middle of the pack for Arbitrage Fund funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 61/100.

Cost: At 0.38%, the expense ratio is roughly in line with the Arbitrage Fund category average of 0.4% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.05 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.06% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.