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.
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Rolling Returns metric has been Satisfactory
Want the most stable arbitrage funds for your portfolio?
NAV (Nov 25)
6 Month CAGR
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. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Launched (8y ago)
Aug 14, 2014
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
net receivables / (payables)69%
axis money market dir gr7.5%
axis ultra short term fund dir gr7.3%
axis liquid dir gr4.6%
182 Days Treasury Bill 22-12-20224%
|Fund Name||Fund Size||Rolling Returns|
₹ 46,469 cr
₹ 14,221 cr
₹ 18,664 cr
₹ 13,008 cr
₹ 46,469 cr
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Axis Arbitrage fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 5.5% over a period of 8 years. The fund was previously known as Axis Enhanced Arbitrage Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Devang Shah, Sachin Jain.
Nav of Axis Arbitrage fund (G) as of 11/25/2022 is ₹15.60 with the total AUM as of 11/28/2022 is ₹3730.151. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Arbitrage fund (G) was launched on Aug 14, 2014. The category risk of the fund is Low Risk.
The minimum SIP amount for Axis Arbitrage fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Arbitrage fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
Axis Arbitrage fund (G) is rated as a 3 fund in Debt and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Arbitrage fund (G).
What is Axis Arbitrage fund (G)?
How to invest in Axis Arbitrage fund (G)?
You can invest in Axis Arbitrage fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Arbitrage fund (G)?
The minimum sip amount for Axis Arbitrage fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Arbitrage fund (G) good to invest in?
As per Scripbox experts, Axis Arbitrage fund (G) is a Neutral fund. You can investAxis Arbitrage fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Arbitrage fund (G)?
The expense ratio of the Axis Arbitrage fund (G) is 1.05% for regular plan.