InvestVerdict
Bajaj Finserv Arbitrage Fund
Regular Plan · IDCW · Arbitrage · Scheme code 152079
Fund houseBajaj Finserv Mutual Fund
CategoryArbitrage
Plan & optionRegular · IDCW
History2.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.37 | 1.78 | 2.77 | 5.75 | — | — | — | — | 6.28 |
| Arbitrage category median |
— | — | — | 5.92 | 6.68 | 5.92 | — | 5.75 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.0% | -0.23 | -0.46 | — | — | -0.4% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 96 | 5.5% | 6.2% | 7.0% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.