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  • Bajaj Finserv Mutual Fund
  • Bajaj Finserv Arbitrage Fund (Growth)
Best Bajaj FinServ Mutual Fund to Invest in 2024

Bajaj Finserv Arbitrage Fund (Growth)

HybridArbitrage

10.415

NAV (Apr 16)

4.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.415

NAV (Apr 16)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.1%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek to generate returns by investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments.

Expense Ratio
0.98
Launched (1y ago)
Sep 18, 2023
AUM in Crores
592.571
ISIN
INF0QA701490
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage PR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.19
Fund Managers

Ilesh Savla

Fund Manager

Siddharth Chaudhary

Fund Manager

Chetan Chavan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bajaj Finserv Arbitrage Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-16

Top Stock Holdings

net receivables / (payables)

73%
73%

bajaj finserv liquid dir gr

20.6%
20.6%

hdfc bank limited april 2024 future

9.7%
9.7%

hdfc bank ltd

9.6%
9.6%

future on reliance industries ltd

9.3%
9.3%
See all holdings

Allocation by Sector

financial services

25.2%
25.2%

energy

9.2%
9.2%

basic materials

9.1%
9.1%

consumer defensive

5.1%
5.1%

industrials

4.5%
4.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 33,502 cr

₹ 10,737 cr

₹ 741 cr

₹ 1,868 cr

₹ 1,829 cr

amc-img

About the AMC

Bajaj Finserv Asset Management

Bajaj Finserv Asset Management Limited manages assets worth 9,481 crores and was set up on 18 October 2021. It's current offering of mutual fund schemes includes 26 debt and 4 equity funds.amc-img
phone-img1800-309-3900
Fund NameScripbox Opinion
Till Date CAGR

-

2.6%

-

4.9%

-

19.8%

-

5.6%

-

5.3%

Bajaj Finserv Arbitrage Fund (G) Review

Bajaj Finserv Arbitrage Fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 4.1% over a period of 0 years. The fund is managed by Bajaj Finserv Asset Management Limited. The fund managers are Chetan Chavan, Ilesh Savla, Siddharth Chaudhary.

Nav of Bajaj Finserv Arbitrage Fund (G) as of 4/16/2024 is ₹10.41 with the total AUM as of 4/17/2024 is ₹592.571. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv Arbitrage Fund (G) was launched on Sep 18, 2023. The category risk of the fund is Low Risk.

The minimum SIP amount for Bajaj Finserv Arbitrage Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Bajaj Finserv Arbitrage Fund (G)?

Bajaj Finserv Arbitrage Fund (G) is a Arbitrage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Bajaj Finserv Arbitrage Fund (G)?

You can invest in Bajaj Finserv Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bajaj Finserv Arbitrage Fund (G)?

The minimum sip amount for Bajaj Finserv Arbitrage Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Bajaj Finserv Arbitrage Fund (G) good to invest in?

As per Scripbox experts, Bajaj Finserv Arbitrage Fund (G) is a Not Reviewed Yet fund. You can investBajaj Finserv Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bajaj Finserv Arbitrage Fund (G)?

The expense ratio of the Bajaj Finserv Arbitrage Fund (G) is 0.98% for regular plan.