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  • Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M)

Formerly Axis Enhanced Arbitrage Reg DP

Axis Mutual Fund

Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M)

HybridArbitrage

10.6901

NAV (Oct 13)

5%
5 Year CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

3,568 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

10.6901

NAV (Oct 13)

Fund Returns

Last 1Y
4%
Last 3Y
4.4%
Last 5Y
5%
Last 10Y
NA
Since Inception
5.6%
6 Month CAGR
2.2%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low Risk

Expense Ratio
1.05
Launched (7y ago)
Aug 14, 2014
AUM in Crores
3567.708
ISIN
INF846K01QD6
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Devang Shah

Fund Manager

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Viresh Joshi

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 2,661 cr

5

₹ 487 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 251,316 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.

amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Axis Liquid Fund (G)

    recommended-badge

    5%

    7.2%

    recommended-badge

    23.8%

    14.4%

    recommended-badge

    29.7%

    20.4%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    3.7%

    5.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M)

    About Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M)

    Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) 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 DP . The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Viresh Joshi

    Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) 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 Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) NAV,AUM,Risk

    The Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) fund was launched on Aug 14, 2014. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-13 is ₹10.69. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹3567.708. The category risk of the Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) fund is Low Risk. The fund charges 1.05 % as expense ratio.

    Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 96.9% in this asset class. The top three holdings of the fund are , net receivables / (payables) , axis liquid dir gr , axis ultra short term fund dir gr , maruti suzuki india ltd , future on maruti suzuki india ltd , future on state bank of india , state bank of india , future on reliance industries ltd , future on bharat petroleum corp ltd , bharat petroleum corp ltd , reliance industries ltd , l&t finance limited , cadila healthcare ltd , icici bank ltd , housing development finance corp ltd , future on icici bank ltd , dr reddy's laboratories ltd , future on cadila healthcare ltd , future on dr reddy's laboratories ltd , future on housing development finance corp ltd , vedanta ltd , future on hdfc life insurance company limited , hdfc life insurance company limited , future on vedanta ltd , tata steel ltd , asian paints ltd , cholamandalam investment and finance co ltd , future on tata steel ltd , future on cholamandalam investment and finance co ltd , future on asian paints ltd , zee entertainment enterprises ltd , future on zee entertainment enterprises ltd , 182 dtb 02122021 , motherson sumi systems ltd , future on motherson sumi systems ltd , future on divi's laboratories ltd , divi's laboratories ltd , l&t finance limited , united spirits ltd , future on united spirits ltd , future on bajaj finserv ltd , bajaj finserv ltd , future on national aluminium co ltd , bajaj auto ltd , future on bajaj auto ltd , future on acc limited , acc ltd , jindal steel & power ltd , national aluminium co ltd , future on jindal steel & power ltd , sharekhan bnp paribas financial services limited , piramal enterprises ltd , future on balkrishna industries ltd , hindustan unilever ltd , future on hindustan unilever ltd , future on piramal enterprises ltd , future on aurobindo pharma ltd , sun pharmaceuticals industries ltd , balkrishna industries ltd , future on coforge ltd , aurobindo pharma ltd , future on sun pharmaceuticals industries ltd , coforge ltd , jsw steel ltd , future on jsw steel ltd , icici securities limited , mahindra & mahindra financial services limited , future on hindalco industries ltd , hindalco industries ltd , future on itc ltd , adani ports & special economic zone ltd , future on adani ports & special economic zone ltd , itc ltd , future on bajaj finance ltd , bajaj finance ltd , future on tata power co ltd , tata power co ltd , shree cement ltd , future on shree cement ltd , future on upl ltd , upl ltd , infosys ltd , future on infosys ltd , future on adani enterprises ltd , adani enterprises ltd , clearing corporation of india ltd , future on mahindra & mahindra ltd , kotak mahindra investments limited , future on marico ltd , marico ltd , future on ultratech cement ltd , ultratech cement ltd , future on escorts ltd , escorts ltd , mahindra & mahindra ltd , future on nmdc ltd , future on glenmark pharmaceuticals ltd , glenmark pharmaceuticals ltd , hcl technologies ltd , future on hcl technologies ltd , future on apollo hospitals enterprise ltd , nmdc ltd , apollo hospitals enterprise ltd , future on dabur india ltd , mahindra & mahindra financial services ltd , dabur india ltd , future on mahindra & mahindra financial services ltd , future on oracle financial services software ltd , titan co ltd , future on titan co ltd , the federal bank ltd , oracle financial services software ltd , future on the federal bank ltd , future on cummins india ltd , hindustan petroleum corp ltd , future on hindustan petroleum corp ltd , bank of baroda , future on bank of baroda , punjab national bank , future on punjab national bank , biocon ltd , future on biocon ltd , havells india ltd , future on havells india ltd , grasim industries ltd , future on grasim industries ltd , indian railway catering and tourism corp ltd , future on indian railway catering and tourism corp ltd , future on muthoot finance ltd , cummins india ltd , lic housing finance ltd , muthoot finance ltd , future on hero motocorp ltd , hero motocorp ltd , future on can fin homes ltd , can fin homes ltd , future on l&t finance holdings ltd , l&t finance holdings ltd , future on container corporation of india ltd , container corporation of india ltd , future on rec ltd , rec ltd , future on bharat forge ltd , bharat forge ltd , granules india ltd , future on pidilite industries ltd , pidilite industries ltd , future on petronet lng ltd , petronet lng ltd , future on amara raja batteries ltd , amara raja batteries ltd , future on alkem laboratories ltd , alkem laboratories ltd , future on lic housing finance ltd , future on granules india ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on mrf ltd , mrf ltd , future on syngene international ltd , syngene international ltd , future on polycab india ltd , polycab india ltd , future on canara bank , future on exide industries ltd , exide industries ltd

    Axis Arbitrage Pyt of Inc Dis cum Cap Wdrl fund (PIDCW-M) 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.

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