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Bajaj Finserv Mutual Fund

Bajaj Finserv Arbitrage Fund

Bajaj Finserv Mutual Fund · Direct plan · Growth

3-year returns
7%
a year
NAV
₹12.27
▲ 0.13% · 18 Sept 2026
Fund size
₹1,408 Cr
Expense ratio
1.34%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.01 and has returned 6.27% a year over 3 years.

Returns, and where it stands

Against the average arbitrage fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.6%6.8%behind22 of 32
3 years7%7.3%behind21 of 25
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.5%0.5%
3 months1.6%1.4%
6 months3.1%2.7%
1 year6.6%5.9%
2 yearsp.a.6.7%5.9%
3 yearsp.a.7%6.3%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2023.

Plan

NAV history

▲ 6.63% in the last 1Y

11.511.912.318 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,20,000
Gain
₹8,221
XIRR (per year)
6.53%
Value today
₹1,28,221

24 monthly instalments from 20 Sept 2024, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1% a year
about the same as the arbitrage fund average
Worst fall so far
−0.4%
Aug 2026 to Aug 2026.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
7% to 7%
A year, at worst and at best. Typically 7%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
18 Sept 2023
Portfolio turnover
1.18x
Expense ratio
1.34%
as of 31 Aug 2026

Managed by Siddharth Chaudhary, Ilesh Savla

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Bajaj Finserv Arbitrage Fund against other funds in the Arbitrage Fund category
Fund1Y3Y5YExpenseFund size
Kotak Arbitrage Fund6.89%7.53%6.95%2.4%₹75,712 Cr
Tata Arbitrage Fund6.85%7.51%6.82%1.71%₹24,950 Cr
Invesco India Arbitrage Fund6.94%7.51%7.06%0.39%₹30,618 Cr
Aditya Birla Sun Life Arbitrage Fund6.92%7.5%6.82%1.25%₹27,237 Cr
Edelweiss Arbitrage Fund6.84%7.47%6.9%1.76%₹14,849 Cr
ITI Arbitrage Fund7.02%7.46%6.27%1.15%₹63 Cr
Bajaj Finserv Arbitrage Fund6.63%7.02%1.34%₹1,408 Cr

About Bajaj Finserv Arbitrage Fund

Bajaj Finserv Arbitrage Fund is a arbitrage fund managed by Bajaj Finserv Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

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.

The scheme's stated objective, as published by Bajaj Finserv Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹12.267152077
DirectIDCW₹12.267152080
RegularGrowth₹12.011152078
RegularIDCW₹12.011152079

Frequently asked questions

What is the NAV of Bajaj Finserv Arbitrage Fund today?

The NAV of Bajaj Finserv Arbitrage Fund (Direct plan, Growth) is ₹12.267 and the Regular plan NAV is ₹12.011, as of 18 Sept 2026.

What returns has Bajaj Finserv Arbitrage Fund given?

Over the last year the Direct plan returned 6.63%, and 7.02% a year over 3 years. That places it 21 of 25 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Bajaj Finserv Arbitrage Fund?

The Direct plan charges 1.34% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Bajaj Finserv Arbitrage Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Bajaj Finserv Arbitrage Fund fallen in the past?

Its deepest fall was 0.4% from 3 Aug 2026 to 6 Aug 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Bajaj Finserv Arbitrage Fund belong to?

It is a Arbitrage Fund from Bajaj Finserv Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Bajaj Finserv Arbitrage Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.