Home>Mutual Funds>Axis Mutual Fund>Axis Arbitrage Fund Regular Growth
shareSHARE

Axis Arbitrage Fund Regular Growth+0.01%

3.77%
1 Year Return
Hybrid
Arbitrage
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Arbitrage Fund Regular Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio1.06%
NAV₹14.55 (25 Jan 2021)
Fund Started14 Aug 2014
Fund Size2,727 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
3.8%
5.2%
5.6%
6.0%
Category Average
3.5%
5.0%
5.6%
-
Rank Within Category
12
10
8
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 3.8% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. Lower expense ratio
3. 1Y Returns are higher than the benchmark
4. 3Y Returns are higher than the benchmark
5. Age is more than 5 years
6. 1Y Returns are higher than the category average returns
7. 3Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity4.0%
Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
Reliance Industries Ltd.EnergyEquity3.5%
Tata Steel Ltd.MetalsEquity3.4%
Maruti Suzuki India Ltd.AutomobileEquity3.4%
Bharti Airtel Ltd.CommunicationEquity3.3%
Axis Bank Ltd.FinancialFixed Deposits3.3%
Infosys Ltd.TechnologyEquity3.2%
Grasim Industries Ltd.ConstructionEquity2.8%
Cipla Ltd.HealthcareEquity2.4%
See All

Fund Managers

Ashwin Patni
keyboard_arrow_down
Devang Shah
keyboard_arrow_down

Axis Arbitrage Fund Regular Growth Details

Axis Arbitrage Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 14 Aug 2014. Ashwin Patni, Devang Shah is the Current Fund Manager of Axis Arbitrage Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,727 Cr and the Latest NAV as of 25 Jan 2021 is ₹14.55.

The Axis Arbitrage Fund Regular Growth is rated Moderately Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 7 days.

Investment Objective

The scheme aims 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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹100
Min for Second Investment
Exit load of 0.25% if redeemed within 7 days.
Exit Load

Compare Funds

Axis Arbitrage Fund Regular Growth
VS
search

About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Similar Funds