Funds similar to Bajaj Finserv Arbitrage Fund Direct-Growth in the Hybrid: Arbitrage category include Kotak Arbitrage Fund Direct-Growth, SBI Arbitrage Opportunities Fund Direct-Growth, and ICICI Prudential Arbitrage Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of Bajaj Finserv Arbitrage Fund Direct-Growth in its category?

The category rank of Bajaj Finserv Arbitrage Fund Direct-Growth is shown in the Trailing Returns section above.

How does Bajaj Finserv Arbitrage Fund Direct-Growth's expense ratio compare to similar funds?

Bajaj Finserv Arbitrage Fund Direct-Growth has an expense ratio of 1.33%. The peers Kotak Arbitrage Fund Direct-Growth has an expense ratio of 2.34% and SBI Arbitrage Opportunities Fund Direct-Growth has 1.48%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does Bajaj Finserv Arbitrage Fund Direct-Growth's AUM compare to similar funds?

Bajaj Finserv Arbitrage Fund Direct-Growth has an AUM of ₹1,208.65 crore. The peers Kotak Arbitrage Fund Direct-Growth has an AUM of ₹72,409.4 crore and SBI Arbitrage Opportunities Fund Direct-Growth has ₹45,923.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Hybrid: Arbitrage?

The top performing fund in the Hybrid: Arbitrage category on a 3-year basis is Kotak Arbitrage Fund Direct-Growth with a CAGR of 7.64% as of 16 Jul 2026. Bajaj Finserv Arbitrage Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does Bajaj Finserv Arbitrage Fund Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of Bajaj Finserv Arbitrage Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.