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Bajaj Finserv Arbitrage Fund(IDCW)

Ticker: mf16075
Decent 48/100

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Bandhan Overnight Fund(W-IDCW)
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Bandhan Overnight Fund(M-IDCW)
Score 48/100 Risky
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B
Bandhan Overnight Fund(DD-IDCW)
Score 58/100 Decent
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Tata CRISIL IBX Gilt Index - April 2026 Index Fund(IDCW)
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Nippon India Index Fund-BSE Sensex Plan(A-IDCW)
Score 68/100 Decent
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Nippon India Index Fund-BSE Sensex Plan(H-IDCW)
Score 68/100 Decent
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D
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D
DSP Quant Fund(IDCW)
Score 68/100 Decent
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Baroda BNP Paribas ELSS Tax Saver Fund(IDCW)
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Score 68/100 Decent
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U
Union ELSS Tax Saver Fund(IDCW Payout)
Score 48/100 Decent
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Business Overview

Bajaj Finserv Arbitrage Fund (IDCW) is a dynamic investment option designed for investors seeking to capitalize on market inefficiencies while minimizing risk. Ideal for conservative investors looking for stable returns, this fund employs a unique strategy of arbitrage between equity and derivative markets. It is managed by experienced professionals, ensuring informed decision-making. With a focus on capital preservation and steady income, this fund is a reliable choice for those aiming to enhance their portfolio with a balanced approach.

  • Designed for conservative investors
  • Minimizes risk through arbitrage strategy
  • Focuses on capital preservation
  • Managed by experienced professionals
  • Aims for stable returns
  • Enhances portfolio diversification

Investment Thesis

Bajaj Finserv Arbitrage Fund stands out due to its strong promoter credibility and robust backing from the Bajaj Group. With the increasing shift towards digital financial services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers offers a compelling investment opportunity for retail investors.

  • Strong backing from the reputable Bajaj Group enhances credibility.
  • Significant growth potential in digital financial services sector.
  • Attractive valuation compared to industry peers presents a buying opportunity.
  • Focus on arbitrage strategies mitigates risk while aiming for steady returns.
  • Proven track record in fund management ensures investor confidence.

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Diverse investment portfolio
  • Potential for stable returns
  • Growing financial services sector
  • Experienced management team
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes may affect operations
  • Interest rate fluctuations
  • Economic downturns can reduce demand
  • High competition in financial sector

Peer Perspective

Bajaj Finserv Arbitrage Fund currently trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.

???? Future Outlook

Bajaj Finserv Arbitrage Fund has the potential to deliver steady returns as market conditions stabilize, provided the fund maintains strict execution and cost control measures to navigate any volatility.

AI FAQs for Retail Users

  • Q: What is Bajaj Finserv Arbitrage Fund (IDCW)?
    A: It is a mutual fund that seeks to generate returns through arbitrage opportunities in equity markets.
  • Q: Who should invest in this fund?
    A: Investors looking for moderate risk with potential returns from equity market fluctuations may consider this fund.
  • Q: What are the risks associated with this fund?
    A: Market volatility and liquidity risks are present, as the fund invests in equities and derivatives.
  • Q: How is the fund's performance measured?
    A: Performance is typically measured against relevant benchmarks and compared with similar funds in the category.
  • Q: Can I redeem my investment anytime?
    A: Yes, you can redeem your investment, but it may be subject to exit loads depending on the holding period.
📊 Stock Investment Checklist (100 Points)
Bajaj Finserv Arbitrage Fund(IDCW) • Updated: 2025-10-01 14:41:38
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear model, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been consistent, but not exceptional.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is not consistently strong compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are average compared to peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The balance sheet shows moderate debt levels and adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
Bajaj Finserv Arbitrage Fund shows decent potential but carries certain risks that investors should be aware of.