JM Arbitrage Fund(IDCW)
Ticker: mf16651
Decent
68/100
☆ Add to Watchlist
More Options
A
Axis Credit Risk Fund(W-IDCW)
The fund shows potential for moderate returns, but investors should be cautious of the risks involved.
View details
A
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.
View details
I
Invesco India Gilt Fund(A-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
View details
I
Invesco India Gilt Fund(Q-IDCW)
The fund shows decent growth potential but faces challenges in profitability and valuation metrics.
View details
I
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.
View details
A
Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)
The fund offers a stable investment option with moderate returns, suitable for conservative investors seeking fixed income.
View details
U
Union Overnight Fund(M-IDCW Payout)
The Union Overnight Fund shows moderate potential but faces several challenges that could impact future performance.
View details
U
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.
View details
U
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.
View details
N
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.
View details
A
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.
View details
A
Axis Long Duration Fund(M-IDCW)
The Axis Long Duration Fund shows decent potential but faces challenges in profitability and growth consistency.
View details
A
Axis Long Duration Fund(Q-IDCW)
The Axis Long Duration Fund shows decent potential but faces challenges in profitability and growth drivers.
View details
A
Axis Long Duration Fund(A-IDCW)
The Axis Long Duration Fund shows decent potential but faces challenges in profitability and growth drivers.
View details
A
Axis Nifty Next 50 Index Fund(IDCW)
The Axis Nifty Next 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and profitability, though some risks remain.
View details
B
Bandhan FTP-179-3652D(H-IDCW)
The stock shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
View details
Business Overview
The JM Arbitrage Fund (IDCW) is a mutual fund designed for investors seeking stability and moderate returns through arbitrage opportunities in the market. It is ideal for risk-averse individuals looking to diversify their portfolio while aiming for capital appreciation. This fund capitalizes on price discrepancies between equity and derivatives, offering a hedge against market volatility. With a focus on liquidity and low-risk strategies, it stands out as a reliable choice for conservative investors.
- Designed for risk-averse investors
- Focuses on capital appreciation
- Utilizes arbitrage opportunities
- Offers liquidity and stability
- Diversifies investment portfolios
Investment Thesis
JM Arbitrage Fund (IDCW) stands out due to its strong promoter credibility, positioning it as a reliable investment choice. The fund is poised to benefit from the growing digital services sector, offering a substantial growth runway. Additionally, its attractive valuation compared to peers makes it an appealing option for retail investors seeking stable returns.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in the expanding digital services market.
- Attractive valuation metrics compared to industry peers.
- Consistent performance track record instills confidence among investors.
- Ideal for risk-averse investors seeking steady income through dividends.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for high returns
- Expert fund management
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Interest rate fluctuations
- Liquidity concerns
Peer Perspective
JM Arbitrage Fund trades at a slight premium compared to peers like ICICI Prudential Arbitrage Fund and HDFC Arbitrage Fund. A rerating could occur if margin stability improves, enhancing investor confidence.
📊 Stock Investment Checklist (100 Points)
JM Arbitrage Fund(IDCW) • Updated: 2025-10-01 06:24:27
-
10BusinessHighThe fund operates in a sector that is relatively stable, but lacks a strong competitive moat.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are acceptable, but OCF is inconsistent compared to net profit.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are concerns regarding transparency.
-
5DriversGoodLimited growth catalysts identified, with execution risks present.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The JM Arbitrage Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.