- Mutual Funds
- Axis Mutual Fund
- Axis Arbitrage fund (Growth)
Formerly Axis Enhanced Arbitrage Reg Gr
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Arbitrage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Track Record
8 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
5,868 Cr. Large within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.3631
NAV (Jun 24)
Fund Returns
Last 1Y | 3.8% |
Last 3Y | 4.2% |
Last 5Y | 5% |
Last 10Y | NA |
Since Inception | 5.6% |
6 Month CAGR | 1.8% |
Scheme Information
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.
Expense Ratio | 0 |
Launched (8y ago) | Aug 14, 2014 |
AUM in Crores | 5867.651 |
ISIN | INF846K01QC8 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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 Stock Holdings
net receivables / (payables)
68.5%axis money market dir gr
8.9%axis ultra short term fund dir gr
6.6%future on reliance industries ltd
4.8%reliance industries ltd
4.8%Allocation by Sector
financial services
20.4%basic materials
11.5%technology
6.2%energy
5.7%consumer defensive
4.8%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 240,610 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.1% | 7% | ||
13.2% | 4.2% | ||
6.4% | 7.6% | ||
9.7% | 11.6% | ||
5.6% | 7.5% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsAxis Arbitrage fund (G) Review
Axis Arbitrage fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.6% over a period of 7 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 6/24/2022 is ₹15.36 with the total AUM as of 6/27/2022 is ₹5867.651. 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.
Frequently Asked Questions
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 % for regular plan.