Click here for top ranked funds in arbitrage mutual funds.
However, Scripbox does not recommend investing in arbitrage mutual funds.
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.
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Historical NAV
₹ 14.9155
NAV (Sep 17)
Fund Returns
Last 1Y
3.6%
Last 3Y
4.9%
Last 5Y
5.3%
Last 10Y
NA
Since Inception
5.8%
6 Month CAGR
2.1%
Scheme Information
Investment Objective
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.
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.
Axis Asset Management Company Limited manages assets worth 247,734 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Axis Arbitrage fund (G)
About Axis Arbitrage fund (G)
Axis Arbitrage fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.8% 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 Devang Shah, Viresh Joshi
Axis Arbitrage fund (G) Investment Objective
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. . However, there is no assurance that the objective of the scheme will be realized.
Axis Arbitrage fund (G) NAV,AUM,Risk
The Axis Arbitrage fund (G) fund was launched on Aug 14, 2014. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-09-17 is ₹14.92. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹3674.001. The category risk of the Axis Arbitrage fund (G) fund is Low Risk. The fund charges 1.02 % as expense ratio.
Axis Arbitrage fund (G) Holdings
The fund’s highest allocation is towards Others and has invested 91.6% in this asset class. The top three holdings of the fund are , net receivables / (payables) , axis ultra short term fund dir gr , axis liquid dir gr , future on maruti suzuki india ltd , maruti suzuki india ltd , future on reliance chemotex industries ltd , reliance industries ltd , future on state bank of india , state bank of india , bharat petroleum corp ltd , future on bharat petroleum corp ltd , future on bharti airtel ltd , bharti airtel ltd , infosys ltd , l&t finance limited , future on infosys ltd , dr reddy's laboratories ltd , future on dr reddy's laboratories ltd , future on housing development finance corp ltd , cadila healthcare ltd , housing development finance corp ltd , icici bank ltd , future on cadila healthcare ltd , future on icici bank ltd , future on vedanta limited , hdfc life insurance company limited , future on hdfc life insurance company limited , vedanta ltd , l&t finance limited , asian paints ltd , cholamandalam investment and finance co ltd , future on cholamandalam investment and finance co ltd , future on asian paints ltd , 182 dtb 02122021 , motherson sumi systems ltd , future on motherson sumi systems ltd , clearing corporation of india ltd , divi's laboratories ltd , future on divi's laboratories ltd , 182 dtb 09122021 , future on hcl technologies ltd , hcl technologies ltd , future on acc ltd , acc ltd , national aluminium co ltd , bajaj finserv ltd , future on jindal steel & power ltd , future on national aluminium co ltd , jindal steel & power ltd , future on bajaj finserv ltd , future on hdfc asset management company limited , hdfc bank ltd , sharekhan bnp paribas financial services limited , bajaj auto ltd , aurobindo pharma ltd , future on aurobindo pharma ltd , future on coforge ltd , coforge ltd , zee entertainment enterprises ltd , future on zee entertainment enterprises ltd , future on united spirits ltd , united spirits ltd , future on bajaj auto ltd , hindalco industries ltd , future on piramal enterprises ltd , jsw steel ltd , future on balkrishna industries ltd , balkrishna industries ltd , future on tata steel ltd , tata steel ltd , future on jsw steel ltd , sun pharmaceuticals industries ltd , future on shree cement ltd , shree cement ltd , future on hindalco industries ltd , future on sun pharmaceuticals industries ltd , piramal enterprises ltd , mahindra & mahindra financial services limited , adani ports & special economic zone ltd , kotak mahindra bank ltd , future on adani ports & special economic zone ltd , future on kotak mahindra bank ltd , future on itc ltd , itc ltd , future on tata power co ltd , tata power co ltd , future on upl ltd , upl ltd , marico ltd , kotak mahindra investments limited , glenmark pharmaceuticals ltd , future on bajaj finance ltd , bajaj finance ltd , future on glenmark pharmaceuticals ltd , future on sbi life insurance company limited , sbi life insurance company limited , future on ultratech cement ltd , ultratech cement ltd , future on marico ltd , future on mahindra & mahindra ltd , mahindra & mahindra ltd , future on nmdc ltd , nmdc ltd , future on escorts ltd , escorts ltd , future on punjab national bank , indian railway catering and tourism corp ltd , future on indian railway catering and tourism corp ltd , the federal bank ltd , muthoot finance ltd , cummins india ltd , future on cummins india ltd , punjab national bank , future on grasim industries ltd , bank of baroda , future on bank of baroda , biocon ltd , future on biocon ltd , havells india ltd , future on havells india ltd , tata consultancy services ltd , future on tata consultancy services ltd , grasim industries ltd , future on hero motocorp ltd , hero motocorp ltd , future on titan co ltd , titan co ltd , future on muthoot finance ltd , future on the federal bank ltd , hindustan petroleum corp ltd , future on hindustan petroleum corp ltd , future on tata motors ltd , future on lic housing finance ltd , tata motors ltd , future on colgate-palmolive (india) ltd , colgate-palmolive (india) ltd , future on indusind bank ltd , indusind bank ltd , future on srf ltd , srf ltd , future on dabur india ltd , dabur india ltd , future on granules india ltd , granules india ltd , future on mahindra & mahindra financial services ltd , mahindra & mahindra financial services ltd , container corporation of india ltd , future on container corporation of india ltd , l&t finance holdings ltd , future on l&t finance holdings ltd , future on bharat forge ltd , bharat forge ltd , rec ltd , future on rec ltd , future on pidilite industries ltd , pidilite industries ltd , future on indus towers ltd ordinary shares , indus towers ltd ordinary shares , future on l&t technology services ltd , l&t technology services ltd , future on exide industries ltd , exide industries ltd , future on petronet lng ltd , petronet lng ltd , future on tvs motor co ltd , tvs motor co ltd , future on amara raja batteries ltd , amara raja batteries ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , britannia industries ltd , future on britannia industries ltd , future on mrf ltd , lic housing finance ltd , mrf ltd
Axis Arbitrage fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
