Bajaj Finserv Arbitrage Fund-Direct Plan-Growth

by Bajaj Finserv Mutual Fund · Direct Plan · Growth
7.0 / 10
BullWiser Honest Score
6.3%
1Y Return
6.3%
3Y CAGR
--
Exp. Ratio
Bajaj Finserv Arbitrage Fund-Direct Plan-Growth is an average performer in its category with a BullWiser Honest Score of 7.0/10 — below the Hybrid Scheme - Arbitrage Fund category median of 7.2/10 across 39 funds. Its 3-year CAGR of 6.3% outperforms the Hybrid Scheme - Arbitrage Fund category average of 5.7% by +0.5 percentage points. As a Direct plan, Bajaj Finserv Arbitrage Fund-Direct Plan-Growth eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Bajaj Finserv Arbitrage Fund-Direct Plan-Growth
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
6.3%
3Y CAGR
6.3%

vs Category Average — Hybrid Scheme - Arbitrage Fund

This fund
+0.5% vs category avg
TER data not available
This fund
-0.2 vs category avg

Category: Hybrid Scheme - Arbitrage Fund · 39 Direct-plan funds compared · 33% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Bajaj Finserv Arbitrage Fund-Direct Plan-Growth?
Bajaj Finserv Arbitrage Fund-Direct Plan-Growth has a BullWiser Honest Score of 7.0/10 (AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Bajaj Finserv Arbitrage Fund-Direct Plan-Growth?
The Total Expense Ratio (TER) of Bajaj Finserv Arbitrage Fund-Direct Plan-Growth Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Bajaj Finserv Arbitrage Fund-Direct Plan-Growth?
Bajaj Finserv Arbitrage Fund-Direct Plan-Growth has delivered 6.3% 1-year returns and 6.3% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Bajaj Finserv Arbitrage Fund-Direct Plan-Growth a good investment?
BullWiser rates Bajaj Finserv Arbitrage Fund-Direct Plan-Growth as AVERAGE (Honest Score 7.0/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Arbitrage Fund category.
How does Direct Plan differ from Regular Plan for Bajaj Finserv Arbitrage Fund-Direct Plan-Growth?
The Direct plan of Bajaj Finserv Arbitrage Fund-Direct Plan-Growth has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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