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  • Axis Arbitrage Fund Regular Growth
Axis Mutual Fund

Axis Arbitrage Fund Regular Plan Growth

DebtArbitrage

17.9306

NAV (Nov 08)

6.176%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in arbitrage mutual funds.

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 ->

Downside Protection

Category Leader

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

Fund Size

Neutral

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

Scripbox Recommended Arbitrage Funds
Want the most stable arbitrage funds for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.9306

NAV (Nov 8)

Fund Returns

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%

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
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
-
Fund Managers

Ashish Naik

Fund Manager

Devang Shah

Fund Manager

Karthik Kumar

Fund Manager

Sachin Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Arbitrage Fund (G)70%8,30,490 97,8785.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-12-21

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%
See all holdings

Allocation by Sector

Automobile

0.01%
0.01%
See all sectors

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,029 cr

₹ 14,839 cr

₹ 12,473 cr

₹ 4,550 cr

₹ 15,097 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox 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 Review

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.

Frequently Asked Questions

What is Axis Arbitrage Fund?

It is a Arbitrage Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.