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AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
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  • Axis Arbitrage Fund - Regular Plan - Growth
Axis Arbitrage Fund - Regular Plan - Growth

Category: Hybrid: Arbitrage

Launch Date: 20-08-2014

Riskometer: Low

NAV as on 14-05-2025

₹ 18.5437

₹ 0 ( 0.0194%)

CAGR Since Inception

5.9%

NIFTY 50 Arbitrage TRI 6.22%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Devang Shah, Ashish Naik, Sachin Jain, Karthik Kumar

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.

Benchmark

NIFTY 50 Arbitrage TRI

Expense Ratio

1.02% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

6,297.7 Cr As on (30-04-2025)

PERFORMANCE of Axis Arbitrage Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 14-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Arbitrage Fund - Regular Plan - Growth 7.11 6.53 5.35 5.73 5.9
Nifty 50 Arbitrage Index 7.61 6.87 5.32 5.6 6.22
Hybrid: Arbitrage 6.98 6.49 5.24 5.72 5.47
Nav Movement
RETURNS CALCULATOR for Axis Arbitrage Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Arbitrage Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Arbitrage Fund - Regular Plan - Growth 0.66 0.57 -0.24 0.71 7.41 0.44
Hybrid: Arbitrage - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Axis Arbitrage Reg Gr 5.35
Kotak Equity Arbitrage Gr 5.67
UTI Arbitrage Reg Gr 5.5
ICICI Pru Equity Arbitrage Gr 5.45
HDFC Arbitrage Wholesale Gr 5.41
Invesco India Arbitrage Gr 5.62
SBI Arbitrage Opportunities Reg Gr 5.51
ABSL Arbitrage Reg Gr 5.4
Edelweiss Arbitrage Reg Gr 5.48
Bandhan Arbitrage Reg Gr 5.34
Asset Allocation
Sectors
Sector Holdings (%)
N/A 33.53
Financial Services 25.34
Information Technology 8.01
Construction Materials 4.1
Automobile and Auto Components 3.8
Oil, Gas & Consumable Fuels 3.8
Telecommunication 3.78
Fast Moving Consumer Goods 2.72
Healthcare 2.36
Consumer Durables 1.87
Portfolio Holdings
Company Holdings (%)
Net Receivables / (Payables) 65.89
Axis Money Market Fund - Direct Plan - Growth Option 8.81
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.98
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.57
RELIANCE INDUSTRIES LIMITED EQ 3.2
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 3.04
Small Industries Dev Bank of India (11/03/2026) 3.0
INFOSYS LIMITED EQ FV RS 5 2.9
BANK OF BARODA EQ NEW FV RS. 2/- 2.76
IDFC FIRST BANK LIMITED EQ 2.71
About

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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