Axis Asset Management Company Ltd.

Axis Arbitrage Fund - Regular Plan - Growth

HybridArbitrage
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return4.2%
  • 3 yr return4%
  • 5 yr return4.7%
  • Expense Ratio1.05%
  • Lock-in Period--
  • Exit Load0.2%
  • Fund Size (Cr)Rupees3336.9
  • NAVRupees15.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Net Receivables / Payables 71.6
  • Axis Money Market Fund - Direct Plan - Growth Option 8.4
  • Axis Ultra Short Term Fund - Direct Plan - Growth Option 7.4
  • ICICI Bank Limited 4.4
  • Housing Development Finance Corporation Limited 4
  • Ambuja Cements Limited 3.9
  • Bajaj Finance Limited 3.9
  • Kotak Mahindra Bank Limited 3.5
  • IndusInd Bank Limited 3.4
  • United Spirits Limited 3.4
  • Tech Mahindra Limited 3.2
  • Sectors %
  • Cash/Deposits/Margins/Treps/Repo/Swaps73.1
  • Mutual Fund18.9
  • Banks14.6
  • Finance9.3
  • Internet and Technology5.1

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