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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.9306
NAV (Nov 8)
Last 1Y | 7.6% |
Last 3Y | 6.2% |
Last 5Y | 5.2% |
Last 10Y | 5.8% |
Since Inception | 5.9% |
6 Month CAGR | 3.7% |
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 | 1% |
Launched 10Y ago | 2014-08-14 |
AUM in Crores | 5528.9 |
ISIN | INF846K01QC8 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 0.7 |
Sharpe Ratio | 0.1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Arbitrage Fund (G) | 8,30,490 | 97,878 | 5.2% | |
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.
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%Automobile
0.01%Fund Name | Fund Size | |
---|---|---|
₹ 8,029 cr | ||
₹ 14,839 cr | ||
₹ 12,473 cr | ||
₹ 4,550 cr | ||
₹ 15,097 cr |
Axis Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.3% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.4% | 8% | ||
6.2% | 7.1% |
Axis Arbitrage Fund Regular Plan Growth is a Arbitrage Debt fund and has delivered an annualised return of 5.87% over 10 years. The fund has grown over a period of 10 years. The fund is managed by Axis Mutual Fund. The fund managers are Ashish Naik, Devang Shah, Karthik Kumar, Sachin Jain.
Nav of Axis Arbitrage Fund as of 11/8/2024 is ₹17.93 with the total AUM as of 11/11/2024 is ₹5528.88. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Arbitrage Fund was launched on 2014-08-14.
The minimum SIP amount for Axis Arbitrage Fund Regular Plan Growth 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 Regular Growth 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 Total Return Index .
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Debt category and delivered 7.59% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Arbitrage Fund.
What is Axis Arbitrage Fund?
How to invest in Axis Arbitrage Fund?
You can invest in Axis Arbitrage Fund Regular Plan 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?
The minimum sip amount for Axis Arbitrage Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Arbitrage Fund Regular Plan good to invest in?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Axis Arbitrage Fund Regular Plan Growth?
The expense ratio of the Axis Arbitrage Fund Regular Growth is 1% for regular plan.
What is the NAV of Axis Arbitrage Fund?
Today's Axis Arbitrage Fund Regular Growth NAV is ₹17.93.