• Mutual Funds
  • BOI AXA Mutual Funds
  • Bank of India Arbitrage Fund (Growth)

Formerly BOI AXA Arbitrage Reg Gr

BOI AXA Mutual Funds

Bank of India Arbitrage Fund (Growth)

HybridArbitrage

11.5538

NAV (Jun 23)

3.7%
Till Date CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in arbitrage.

Click here to see our recommendations.

Arbitrage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

17 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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

11.5538

NAV (Jun 23)

Fund Returns

Last 1Y

2.1%

Last 3Y

3%

Last 5Y

NA

Last 10Y

NA

Since Inception

3.7%

6 Month CAGR

1.2%

Scheme Information

Investment Objective

To generate income through arbitrage opportunities between cash and derivative segments of the equity market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments. However,there is no assurance or guarantee that the investment objective of the scheme will be realized.

Expense Ratio

1.03

Launched (4y ago)

Jun 18, 2018

AUM in Crores

16.992

ISIN

INF761K01DW5

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Alok Singh

Fund Manager

Ajay Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-23

Top Stock Holdings

net receivables / (payables)

75.1%
75.1%

182 Days Treasury Bill 07-07-2022

11.7%
11.7%

182 Days Treasury Bill 15-09-2022

8.4%
8.4%

future on adani ports & special economic zone ltd

6%
6%

adani ports & special economic zone ltd

6%
6%
See all holdings

Allocation by Sector

financial services

20.9%
20.9%

basic materials

16.6%
16.6%

industrials

12.8%
12.8%

consumer defensive

9%
9%

technology

4.3%
4.3%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

BOI AXA Investment Mngrs Private Ltd

Bank of India Investment Managers Private Limited manages assets worth 2,894 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.

amc-img

  • 022-40479000
  • service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.6%

    17.9%

    18%

    17.3%

    17.4%

    17%

    18%

    17.3%

    18%

    17.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Bank of India Arbitrage Fund (G) Review

    Bank of India Arbitrage Fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 3.7% over a period of 4 years. The fund was previously known as BOI AXA Arbitrage Reg Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund managers are Ajay Khandelwal, Alok Singh.

    Nav of Bank of India Arbitrage Fund (G) as of 6/23/2022 is ₹11.55 with the total AUM as of 6/24/2022 is ₹16.992. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Arbitrage Fund (G) was launched on Jun 18, 2018. The category risk of the fund is Low Risk.

    The minimum SIP amount for Bank of India Arbitrage Fund (G) is ₹0 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 Bank of India Arbitrage Fund (G)?

    Bank of India Arbitrage Fund (G) is a Arbitrage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Bank of India Arbitrage Fund (G)?

    You can invest in Bank of India Arbitrage Fund (G) 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 Bank of India Arbitrage Fund (G)?

    The minimum sip amount for Bank of India Arbitrage Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Bank of India Arbitrage Fund (G) good to invest in?

    As per Scripbox experts, Bank of India Arbitrage Fund (G) is a Neutral fund. You can investBank of India Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Bank of India Arbitrage Fund (G)?

    The expense ratio of the Bank of India Arbitrage Fund (G) is 1.03% for regular plan.