0P0001BAQU.BO - JM Arbitrage Fund (Direct) Half Yearly Dividend Reinvestment Option

BSE - BSE Delayed Price. Currency in INR

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.93%
5-Year Average Return4.59%
Number of Years Up7
Number of Years DownN/A
Best 1 Yr Total Return (May 26, 2023)7.55%
Worst 1 Yr Total Return (May 26, 2023)N/A
Best 3-Yr Total Return7.55%
Worst 3-Yr Total Return3.58%

Trailing Returns (%) Vs. Benchmarks

Return0P0001BAQU.BOCategory
YTD2.93%0.00%
1-Month0.61%0.00%
3-Month1.78%0.00%
1-Year5.94%0.00%
3-Year3.97%0.00%
5-Year4.59%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001BAQU.BOCategory
2023
N/AN/A
2022
4.59%N/A
2021
3.17%N/A
2020
2.99%N/A
2019
5.73%N/A
2018
5.77%N/A
2017
5.54%N/A
2016
7.55%N/A
2015
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.78%N/AN/AN/A
20220.99%1.04%1.04%1.45%
20210.51%1.14%0.75%0.75%
20201.33%0.59%0.34%0.70%
20190.86%2.27%1.33%1.15%
20181.40%1.41%1.57%1.26%
20171.44%1.36%1.41%1.22%
20161.77%1.70%2.08%1.80%
20151.69%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month69
3-Month42
1-Year29
3-Year68
5-Year64

Load Adjusted Returns

1-Year5.66%
3-Year3.85%
5-Year4.57%
10-YearN/A