Jm Arbitrage Fund Half Yearly Idcw Reinvestment Option

Jm Arbitrage Fund Half Yearly Idcw Reinvestment Option is a scheme launched by Jm Financial Mutual Fund on July 29, 2015, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 209.87 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.07% for managing the portfolio.

• Investing Strategy:

  To generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments.

• Performance:

  Jm Arbitrage Fund Half Yearly Idcw Reinvestment Option trailing returns over different times are 6% (1 year), 6.56% (3 year) and 5.05% (5 year). The average annual return of this fund stands at 4.04%.