scripbox logo
  • Mutual Funds
  • BOI AXA Investment Mngrs Private Ltd
  • BOI AXA Arbitrage Fund Pay out (Dividend Payout - Quarterly)
BOI AXA Arbitrage Fund Pay out (Dividend Payout - Quarterly)

BOI AXA Arbitrage Fund Pay out (Dividend Payout - Quarterly)

HybridArbitrage

10.7103

NAV (Mar 02)

Scripbox Opinion

Not Recommended

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

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

32 Cr. Negligible 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

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

info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low Risk

1 %

Expense Ratio

Jun 18, 2018

Launched (3y ago)

₹ 32

AUM in Crores

INF761K01DZ8

ISIN

No Lock-in

Lock-in

NIFTY 50 Arbitrage TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Ajay Khandelwal

Fund Manager

calculator

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.

build-long-item-wealth-img

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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,275 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,24 debt and 25 hybrid funds.

amc-img

  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • BOI AXA Liquid Fund (G)

    BOI AXA Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 368 Cr

    Fund Size

    5.8%

    3Y returns

    BOI AXA Tax Advantage Eco fund (G)

    BOI AXA Tax Advantage Eco fund (G)

    Tax Saving

    Top Ranked

    ₹ 368 Cr

    Fund Size

    12.7%

    3Y returns

    BOI AXA Liquid Fund Unclaimed Dividend greater than 3 years (G)

    BOI AXA Liquid Fund Unclaimed Dividend greater than 3 years (G)

    Liquid

    Top Ranked

    ₹ 368 Cr

    Fund Size

    N/A

    3Y returns

    BOI AXA Tax Advantage fund (G)

    BOI AXA Tax Advantage fund (G)

    Tax Saving

    Top Ranked

    ₹ 368 Cr

    Fund Size

    11.9%

    3Y returns

    BOI AXA Ultra Short Duration (G)

    BOI AXA Ultra Short Duration (G)

    Ultra Short

    Top Ranked

    ₹ 382 Cr

    Fund Size

    6.5%

    3Y returns

    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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap 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 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.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    scripmark
    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About BOI AXA Arbitrage Fund Pay out (D-Q)

    About BOI AXA Arbitrage Fund Pay out (D-Q)

    BOI AXA Arbitrage Fund Pay out (D-Q) is a arbitrage hybrid fund and has delivered an annualised return of 3.9% over a period of 3 years ..The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund manager’s name is Ajay Khandelwal.

    BOI AXA Arbitrage Fund Pay out (D-Q) 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. However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Arbitrage Fund Pay out (D-Q) NAV,AUM,Risk

    The BOI AXA Arbitrage Fund Pay out (D-Q) fund was launched on Jun 18, 2018. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-03-02 is ₹ 10.7103. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 31.824. The category risk of the BOI AXA Arbitrage Fund Pay out (D-Q) fund is Low Risk. The fund charges 1.0 % as expense ratio.

    BOI AXA Arbitrage Fund Pay out (D-Q) Holdings

    The fund’s highest allocation is towards others and has invested 100.3% in this asset class. The top three holdings of the fund are sun pharmaceuticals industries ltd,future on sun pharmaceuticals industries ltd and future on hindustan unilever ltd

    BOI AXA Arbitrage Fund Pay out (D-Q) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    BOI AXA Arbitrage Fund Pay out (D-Q) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR

    BOI AXA Arbitrage Fund Pay out (D-Q) Review

    BOI AXA Arbitrage Fund Pay out (D-Q) has a score of 1 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Arbitrage Fund Pay out (D-Q) has a score of 1 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator