- Scheme Category:
- Hybrid Scheme >
- Arbitrage Fund
NAV: ₹ ↑ 0.74%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of NJ Arbitrage Fund - Regular Plan - Growth Option and its peers as on 1 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| NJ Arbitrage Fund - Regular Plan - Growth Option | 3.92% | 0.74% | 0.24% | 0.54% | 1.73% | 5.75% | 6.2% | - | - | - |
| Parag Parikh Arbitrage Fund - Regular Plan Growth | 4.27% | 0.12% | 0.26% | 0.68% | 1.86% | 6.28% | - | - | - | - |
| ICICI Prudential Equity - Arbitrage Fund-Institutional Growth Option | 2.06% | -0.02% | 0.4% | 1.13% | 1.67% | 6.49% | 6.1% | 6.22% | 6.99% | 7.59% |
| ICICI Prudential Arbitrage Fund - Growth | 4.26% | 0.35% | 0.29% | 0.68% | 1.96% | 6.27% | 6.86% | 6.14% | 5.61% | 5.76% |
| HDFC ARBITRAGE FUND - Retail Growth Option | 2.28% | 0.02% | 0.06% | 0.29% | 1.34% | 5.9% | 6.82% | 5.81% | 5.34% | 5.47% |
| HDFC ARBITRAGE FUND - Regular Plan -Growth Option | 4.26% | 0.23% | 0.3% | 0.72% | 1.95% | 6.29% | 6.88% | 6.11% | 5.52% | 5.61% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | 6.72% | 6.92% | 5.51% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.52% | 0.5% | 0.62% | 0.45% | 0.53% | 0.39% | 0.32% | 0.5% | 0.54% | -0.2% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| -0.28% | 92.50% (Arbitrage: 81.01%) | 0.00% | 0.00% | 8.09% |
Arbitrage assets
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 7.30% | DCF |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 6.99% | DCF |
| Kotak Mahindra Bank Limited | KOTAKBANK (INE237A01036) | Banks | 6.36% | DCF |
| Vodafone Idea Limited | IDEA (INE669E01016) | Telecom - Services | 5.18% | |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 4.36% | DCF |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 3.89% | |
| Adani Enterprises Limited | ADANIENT (INE423A01024) | Metals & Minerals Trading | 3.57% | |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 3.07% | DCF |
| Canara Bank | CANBK (INE476A01022) | Banks | 2.81% | |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 2.64% | DCF |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 2.63% | |
| Biocon Limited | BIOCON (INE376G01013) | Pharmaceuticals & Biotechnology | 2.19% | |
| UltraTech Cement Limited | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 1.91% | |
| ITC Limited | ITC (INE154A01025) | Diversified FMCG | 1.84% | DCF |
| Adani Power Limited | ADANIPOWER (INE814H01029) | Power | 1.44% | |
| Bank of Baroda | BANKBARODA (INE028A01039) | Banks | 1.44% | |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 1.32% | DCF |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 1.30% | |
| Titan Company Limited | TITAN (INE280A01028) | Consumer Durables | 1.26% | |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 1.25% | DCF |
| Yes Bank Limited | YESBANK (INE528G01035) | Banks | 1.15% | |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 1.13% | |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 1.10% | |
| Punjab National Bank | PNB (INE160A01022) | Banks | 1.01% | |
| Grasim Industries Limited | GRASIM (INE047A01021) | Cement & Cement Products | 0.95% | |
| Steel Authority of India Limited | SAIL (INE114A01011) | Ferrous Metals | 0.95% | |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 0.84% | DCF |
| Adani Energy Solutions Limited | ADANIENSOL (INE931S01010) | Power | 0.76% | |
| Ambuja Cements Limited | AMBUJACEM (INE079A01024) | Cement & Cement Products | 0.75% | |
| Asian Paints Limited | ASIANPAINT (INE021A01026) | Consumer Durables | 0.75% | |
| Bandhan Bank Limited | BANDHANBNK (INE545U01014) | Banks | 0.63% | |
| NTPC Limited | NTPC (INE733E01010) | Power | 0.62% | |
| Pidilite Industries Limited | PIDILITIND (INE318A01026) | Chemicals & Petrochemicals | 0.61% | |
| Dabur India Limited | DABUR (INE016A01026) | Personal Products | 0.59% | |
| IDFC First Bank Limited | IDFCFIRSTB (INE092T01019) | Banks | 0.51% | |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 0.49% | |
| Tata Power Company Limited | TATAPOWER (INE245A01021) | Power | 0.44% | |
| LIC Housing Finance Limited | LICHSGFIN (INE115A01026) | Finance | 0.35% | |
| Jio Financial Services Limited | JIOFIN (INE758E01017) | Finance | 0.35% | |
| Tata Motors Passenger Vehicles Limited | TMPV (INE155A01022) | Automobiles | 0.34% | |
| HDFC Life Insurance Company Limited | HDFCLIFE (INE795G01014) | Insurance | 0.33% | |
| Divi's Laboratories Limited | DIVISLAB (INE361B01024) | Pharmaceuticals & Biotechnology | 0.29% | |
| Laurus Labs Limited | LAURUSLABS (INE947Q01028) | Pharmaceuticals & Biotechnology | 0.28% | |
| Indian Energy Exchange Limited | IEX (INE022Q01020) | Capital Markets | 0.27% | |
| Crompton Greaves Consumer Electricals Limited | CROMPTON (INE299U01018) | Consumer Durables | 0.26% | |
| Indus Towers Limited | INDUSTOWER (INE121J01017) | Telecom - Services | 0.24% | |
| Hindustan Aeronautics Limited | HAL (INE066F01020) | Aerospace & Defense | 0.23% | |
| State Bank of India | SBIN (INE062A01020) | Banks | 0.22% | DCF |
| United Spirits Limited | UNITDSPR (INE854D01024) | Beverages | 0.20% | |
| Power Grid Corporation of India Limited | POWERGRID (INE752E01010) | Power | 0.16% | DCF |
| Tata Consumer Products Limited | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 0.13% | |
| Godrej Properties Limited | GODREJPROP (INE484J01027) | Realty | 0.12% | |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 0.12% | |
| GMR Airports Limited | GMRAIRPORT (INE776C01039) | Transport Infrastructure | 0.11% | |
| IndusInd Bank Limited | INDUSINDBK (INE095A01012) | Banks | 0.10% | DCF |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals & Petrochemicals | 0.10% | |
| InterGlobe Aviation Limited | INDIGO (INE646L01027) | Transport Services | 0.08% | |
| DLF Limited | DLF (INE271C01023) | Realty | 0.07% | |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | Electrical Equipment | 0.05% | |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 0.05% | |
| Bajaj Finserv Limited | BAJAJFINSV (INE918I01026) | Finance | 0.04% | DCF |
| Max Healthcare Institute Limited | MAXHEALTH (INE027H01010) | Healthcare Services | 0.04% | |
| Oracle Financial Services Software Limited | OFSS (INE881D01027) | IT - Software | 0.04% | |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 0.04% | DCF |
| JSW Steel Limited | JSWSTEEL (INE019A01038) | Ferrous Metals | 0.03% | |
| UPL Limited | UPL (INE628A01036) | Fertilizers & Agrochemicals | 0.03% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 8.24% Government of India (15/02/2027) | Sovereign | 0.36% |
| 10.18% Government of India (11/09/2026) | Sovereign | 0.25% |
| 364 Days Tbill (MD 03/12/2026) | Sovereign | 2.18% |
| 182 Days Tbill (MD 08/10/2026) | Sovereign | 1.78% |
| 182 Days Tbill (MD 27/08/2026) | Sovereign | 1.08% |
| 364 Days Tbill (MD 02/10/2026) | Sovereign | 1.07% |
| 364 Days Tbill (MD 29/10/2026) | Sovereign | 1.07% |
| 364 Days Tbill (MD 25/02/2027) | Sovereign | 1.05% |
| 364 Days Tbill (MD 19/03/2027) | Sovereign | 1.04% |
| 91 Days Tbill (MD 20/08/2026) | Sovereign | 0.90% |
| 182 Days Tbill (MD 21/08/2026) | Sovereign | 0.36% |
| 364 Days Tbill (MD 04/03/2027) | Sovereign | 0.35% |
Portfolio data is as on date 31 July, 2026
NAV history
NJ Arbitrage Fund - Regular Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 1 September, 2026 | 12.7728 | 0.74% |
| 31 August, 2026 | 12.6792 | -0.49% |
| 28 August, 2026 | 12.7419 | 0.16% |
| 27 August, 2026 | 12.7217 | 0.13% |
| 26 August, 2026 | 12.7046 | -0.3% |
| 25 August, 2026 | 12.7423 | -0.08% |
| 24 August, 2026 | 12.7521 | 0.03% |
| 21 August, 2026 | 12.7484 | 0.24% |
| 20 August, 2026 | 12.7179 | -0.13% |
| 19 August, 2026 | 12.7348 | 0.18% |
| 18 August, 2026 | 12.7124 | 0.15% |
| 17 August, 2026 | 12.6936 | -0.14% |
| 14 August, 2026 | 12.7120 | -0.02% |
| 13 August, 2026 | 12.7140 | -0.05% |
| 12 August, 2026 | 12.7201 | 0.01% |
| 11 August, 2026 | 12.7182 | -0.02% |
| 10 August, 2026 | 12.7203 | 0.04% |
| 7 August, 2026 | 12.7157 | 0.23% |
| 6 August, 2026 | 12.6867 | -0.32% |
| 5 August, 2026 | 12.7273 | -0.17% |
| 4 August, 2026 | 12.7494 | -0.14% |
| 3 August, 2026 | 12.7677 | 0.5% |
| 31 July, 2026 | 12.7042 | 0.04% |
| 30 July, 2026 | 12.6986 | 0.06% |
| 29 July, 2026 | 12.6911 | 0.07% |
| 28 July, 2026 | 12.6828 | 0.06% |
| 27 July, 2026 | 12.6758 | 0% |
| 24 July, 2026 | 12.6756 | -0.03% |
| 23 July, 2026 | 12.6789 | -0.03% |
| 22 July, 2026 | 12.6830 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of NJ Arbitrage Fund - Regular Plan - Growth Option?
The latest NAV of NJ Arbitrage Fund - Regular Plan - Growth Option is 12.7728 as on 1 September, 2026.What are YTD (year to date) returns of NJ Arbitrage Fund - Regular Plan - Growth Option?
The YTD (year to date) returns of NJ Arbitrage Fund - Regular Plan - Growth Option are 3.92% as on 1 September, 2026.What are 1 year returns of NJ Arbitrage Fund - Regular Plan - Growth Option?
The 1 year returns of NJ Arbitrage Fund - Regular Plan - Growth Option are 5.75% as on 1 September, 2026.What are 3 year CAGR returns of NJ Arbitrage Fund - Regular Plan - Growth Option?
The 3 year annualized returns (CAGR) of NJ Arbitrage Fund - Regular Plan - Growth Option are 6.2% as on 1 September, 2026.