• Mutual Funds
  • Axis Mutual Fund
  • Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M)

Formerly Axis Enhanced Arbitrage Reg DR

Axis Mutual Fund

Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M)

HybridArbitrage

10.7888

NAV (Jan 24)

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

8 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

4,140 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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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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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

No single fund can achieve what a plan can. Learn why

Historical NAV

10.7888

NAV (Jan 24)

Fund Returns

Last 1Y

5.5%

Last 3Y

4.7%

Last 5Y

5%

Last 10Y

NA

Since Inception

5.7%

6 Month CAGR

3.4%

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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.

Expense Ratio

1.05

Launched (8y ago)

Aug 14, 2014

AUM in Crores

4139.053

ISIN

INF846K01QE4

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Devang Shah

Fund Manager

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Sachin Jain

Fund Manager

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Viresh Joshi

Fund Manager

calculator

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

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About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 268,318 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.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Axis Liquid Fund (G)
    Axis Liquid Fund (G)

    4.6%

    7.1%

    18.6%

    13.2%

    25.1%

    19%

    4.1%

    6.7%

    3.5%

    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
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    Equity

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    Mirae Asset Large Cap Fund (Growth)

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    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

    Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M) Review

    Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.7% over a period of 7 years. The fund was previously known as Axis Enhanced Arbitrage Reg DR. The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Sachin Jain, Viresh Joshi.

    Nav of Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M) as of 24/01/2022 is ₹10.79 with the total AUM as of 25/01/2022 is ₹4139.053. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M) was launched on Aug 14, 2014. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M) 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 Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M)?

    How to invest in Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M)?

    What is the minimum sip amount of Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M)?

    Is Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M) good to invest in?

    What is the expense ratio of the Axis Arbitrage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-M)?