Axis Mutual Fund

Axis Arbitrage Fund Direct Plan Growth

₹ 19.94

NAV (Mar 28)

7.22%
3 Year CAGR
Scripbox Opinion
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Neutral
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Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Downside Protection

Category Leader

The fund has been a Category Leader on the Downside Protection metric

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Scheme Information

Investment Objective

The scheme aims to generate income through low volatility absolute return strategies that take advantage of opportunities in the cash and the derivative segments of the equity markets including the arbitrage opportunities available within the derivative segment, by using other derivative based strategies and by investing the balance in debt and money market instruments.

Expense Ratio
0.33 %
Launched 10Y ago
2014-08-14
AUM in Crores
5780.5
ISIN
INF846K01PZ1
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Arbitrage Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
0.6
Beta
0.7
Sharpe Ratio
1.1
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

Others

67.53%
67.525%

Axis Money Market Fund Direct-Growth

8.07%
8.068%

HDFC Bank Ltd.

6.81%
6.813%

Reliance Industries Ltd.

3.59%
3.594%

Tata Consumer Products Ltd.

3.54%
3.543%
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Allocation by Sector

Healthcare

0.52%
0.515674%

Services

0.23%
0.231577%

Consumer Staples

0.08%
0.080032%
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Frequently Asked Questions

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