JM Arbitrage Fund(A-IDCW)
Ticker: mf16647
Decent
68/100
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J
JM Arbitrage Fund(H-IDCW)
The JM Arbitrage Fund shows decent potential but is not without its risks. Investors should be cautious and consider market conditions.
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J
JM Arbitrage Fund(Q-IDCW)
The JM Arbitrage Fund shows decent potential with stable growth and a clear business model, but there are some risks related to profitability and governance that investors should consider.
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J
JM Arbitrage Fund(M-IDCW)
JM Arbitrage Fund shows potential with decent growth and profitability metrics, but faces challenges in market sentiment and execution risks.
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J
JM Arbitrage Fund(IDCW)
The JM Arbitrage Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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A
Axis Credit Risk Fund(W-IDCW)
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Axis Credit Risk Fund(M-IDCW)
The Axis Credit Risk Fund shows potential for moderate returns, but investors should be cautious of execution risks and market conditions.
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Invesco India Gilt Fund(A-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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Invesco India Gilt Fund(Q-IDCW)
The fund shows decent growth potential but faces challenges in profitability and valuation metrics.
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Invesco India Gilt Fund(M-IDCW)
Invesco India Gilt Fund presents a decent option for conservative investors seeking stability in fixed income, but growth potential is limited.
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Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)
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Union Overnight Fund(M-IDCW Payout)
The Union Overnight Fund shows moderate potential but faces several challenges that could impact future performance.
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Union Overnight Fund(M-IDCW)
The Union Overnight Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and liquidity concerns.
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Union Overnight Fund(DD-IDCW)
The Union Overnight Fund shows decent performance metrics but lacks strong growth drivers and has some risks associated with liquidity and governance.
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Nippon India Nifty SDL Plus G-Sec-Jun 2028 Maturity 70:30 Index Fund(IDCW)
The fund offers stable returns with low risk, suitable for conservative investors seeking fixed income.
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Axis Long Duration Fund(DD-IDCW)
The Axis Long Duration Fund shows potential but faces challenges in growth consistency and valuation metrics compared to peers.
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Axis Long Duration Fund(M-IDCW)
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Business Overview
JM Arbitrage Fund (A-IDCW) is a dynamic investment option designed for investors seeking stable returns with lower risk. This fund primarily invests in arbitrage opportunities between equity and derivatives, making it ideal for conservative investors looking to enhance their portfolio. With a focus on capital preservation and consistent income, it stands out in the market.
- Designed for conservative investors
- Focus on capital preservation
- Utilizes arbitrage strategies for stable returns
- Suitable for those seeking regular income
- Managed by experienced professionals
Investment Thesis
JM Arbitrage Fund (A-IDCW) stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking stability and growth.
- Strong backing from a reputable promoter group enhances trust and reliability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics make it a cost-effective choice versus competitors.
- Focus on arbitrage strategies provides a hedge against market volatility.
- Consistent performance history reinforces confidence in future returns.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversification in portfolio
- Strong fund management team
- Growing market for arbitrage
- Tax-efficient investment option
Risks ⚠️
- Market volatility impact
- Liquidity concerns
- Regulatory changes
- Performance may vary
- Limited historical data
Peer Perspective
JM Arbitrage Fund trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it demonstrates consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
JM Arbitrage Fund(A-IDCW) • Updated: 2025-10-01 06:24:11
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns about transparency.
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5DriversGoodLimited growth catalysts and execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential but is facing challenges in profitability and valuation metrics. Investors should be cautious.