- Mutual Funds
- Axis Mutual Fund
- Axis Arbitrage Fund Direct Growth
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.
Axis Arbitrage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,16,722
Wealth Gained8,49,334
Total Corpus Created (₹)
With CAGR of 6.137 % in 5 yearsHistorical NAV
₹ 20.0938
NAV (Apr 30)
Fund Returns
Last 1Y | 8% |
Last 3Y | 7.3% |
Last 5Y | 6.1% |
Last 10Y | 6.6% |
Since Inception | 6.7% |
6 Month CAGR | 3.9% |
Scheme Information
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 | 5746 |
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 | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Arbitrage Fund Direct (G) | 8,49,334 | 1,16,722 | 6.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Others
67.53%Axis Money Market Fund Direct-Growth
8.07%HDFC Bank Ltd.
6.81%Reliance Industries Ltd.
3.59%Tata Consumer Products Ltd.
3.54%
Allocation by Sector
Healthcare
0.52%Services
0.23%Consumer Staples
0.08%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,772 cr | ||
₹ 9,086 cr | ||
₹ 14,724 cr | ||
₹ 42,292 cr | ||
₹ 13,733 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.4% | 8.7% | ||
6.4% | 5.1% | ||
8% | 8.3% | ||
7.3% | 7.7% | ||
7.8% | 8.3% |
Axis Arbitrage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,16,722
Wealth Gained8,49,334
Total Corpus Created (₹)
With CAGR of 6.137 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Axis Arbitrage Fund Direct Plan Growth?
What is the current AUM of Axis Arbitrage Fund Direct Growth?
What is the latest NAV of Axis Arbitrage Fund Direct Growth?
What is the Riskometer rating for Axis Arbitrage Fund Direct Plan Growth?
Which are the top sector holdings in Axis Arbitrage Fund Direct Plan?
Which are the top stock holdings in Axis Arbitrage Fund Direct Plan?
What is the asset allocation of Axis Arbitrage Fund Direct Plan Growth?
What has been the performance of Axis Arbitrage Fund Direct Growth returns?
Does Axis Arbitrage Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Axis Arbitrage Fund Direct Plan Growth?
How to invest in Axis Arbitrage Fund Direct Growth?
How can I redeem my investment in Axis Arbitrage Fund Direct Plan?