JM Arbitrage Fund(H-IDCW)
Ticker: mf16648
Decent
68/100
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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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Axis Credit Risk Fund(W-IDCW)
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Axis Credit Risk Fund(M-IDCW)
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Invesco India Gilt Fund(A-IDCW)
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Invesco India Gilt Fund(Q-IDCW)
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Invesco India Gilt Fund(M-IDCW)
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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)
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Union Overnight Fund(DD-IDCW)
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Nippon India Nifty SDL Plus G-Sec-Jun 2028 Maturity 70:30 Index Fund(IDCW)
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Axis Long Duration Fund(DD-IDCW)
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Axis Long Duration Fund(M-IDCW)
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Axis Long Duration Fund(Q-IDCW)
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Business Overview
JM Arbitrage Fund (H-IDCW) is a mutual fund designed for investors seeking stable returns with lower risk. This fund capitalizes on price discrepancies between equity and derivatives markets, making it ideal for conservative investors looking for a balanced approach to wealth creation. With a focus on capital preservation and steady income, it is suitable for those who want to diversify their portfolio without high volatility.
- Designed for conservative investors
- Focuses on capital preservation
- Utilizes arbitrage opportunities
- Offers potential for steady income
- Ideal for portfolio diversification
Investment Thesis
JM Arbitrage Fund (H-IDCW) stands out due to its strong promoter credibility, which instills investor confidence. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stable returns.
- Strong backing from a reputable promoter group enhances trust and reliability.
- Digital services sector poised for robust growth, providing a favorable investment environment.
- Attractive valuation relative to peers, presenting a unique buying opportunity.
- Focus on arbitrage strategies mitigates risk while aiming for consistent returns.
- Proven track record of performance reinforces confidence in fund management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversification benefits
- Potential for high returns
- Experienced fund management
- Growing retail investor interest
Risks ⚠️
- Market volatility
- Regulatory changes
- Interest rate fluctuations
- Limited liquidity
- High expense ratios
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 achieves consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
JM Arbitrage Fund(H-IDCW) • Updated: 2025-10-01 06:24:20
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10BusinessHighThe fund operates in a stable sector but lacks a clear competitive advantage.
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10GrowthHighConsistent revenue growth observed, but profit margins are volatile.
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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 over transparency.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The JM Arbitrage Fund shows decent potential but is not without its risks. Investors should be cautious and consider market conditions.