AXIS Arbitrage Fund – Direct Growth
₹ 100
Min SIP
₹ 500
Min Lumpsum
0.3 %
Expense Ratio
Rating
3,931
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.3% | 6.2% | 5.9% | 6.6% | ||||
| Category Average | 8.4% | 5.8% | 5.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.64
Alpha
0.19
SD
0.17
Beta
-1.32
Sharpe
Exit Load
| Exit Load | 0.25% - If redeemed/switched out within 15 days from the date of allotment. Nil - If redeemed/switched out after 15 days from the date of allotment. |
|---|
Fund 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.
Fund Managers
Ashish Naik - Funds and Content Listing - Fund Manager
With 14 years of work experience, Mr Ashish Naik handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in August 2009 as AVP – Research Analyst and was promoted to Assistant Fund Manager in 2016 and Fund Manager in June 2018. Before joining Axis AMC, Mr Naik worked with Goldman Sachs as Sell-side Equity Research Analyst and Hexaware Technologies as Software Engineer.
Mr Ashish Naik’s educational qualifications include PGDBM (Finance and Marketing) from XLRI Jamshedpur, Financial Risk Management (FRM) from Global Association of Risk Professionals (GARP), and BE (Computer Engineering) from the University of Mumbai. Mr Nail also has a certificate in Chartered Financial Analyst (CFA Institute). His areas of interest include valuation, financial modelling, equity research, financial analysis, corporate finance, etc.
Mr Ashish Naik currently manages eleven (11) schemes at Axis Mutual Fund, including Axis Triple Advantage Fund, Axis Arbitrage Fund, Axis Special Situations Fund, Axis Quant Fund, Axis NIFTY 100 Index Fund, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Arbitrage .
-
- 14,611
-
8.5%Fund Size - 14,611
-
6.5%Fund Size - 14,611
-
6.1%Fund Size - 14,611
-
- Hybrid .
- Arbitrage .
-
- 40,050
-
8.7%Fund Size - 40,050
-
6.4%Fund Size - 40,050
-
6%Fund Size - 40,050
-
- Hybrid .
- Arbitrage .
-
- 27,585
-
8.5%Fund Size - 27,585
-
6.3%Fund Size - 27,585
-
5.8%Fund Size - 27,585
-
- Hybrid .
- Arbitrage .
-
- 13,895
-
8.4%Fund Size - 13,895
-
6.3%Fund Size - 13,895
-
6%Fund Size - 13,895
-
- Hybrid .
- Arbitrage .
-
- 10,549
-
8.4%Fund Size - 10,549
-
6.2%Fund Size - 10,549
-
5.9%Fund Size - 10,549
AMC Contact Details
Axis Mutual Fund
AUM:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor,
Senapati Bapat Marg, Lower Par
el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com
More Funds from Axis Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 25,536
-
44%Fund Size - 25,536
-
21.6%Fund Size - 25,536
-
22.4%Fund Size - 25,536
-
- Equity .
- Large & Mid Cap .
-
- 11,738
-
46.5%Fund Size - 11,738
-
21.9%Fund Size - 11,738
-
23%Fund Size - 11,738
-
- Equity .
- Small Cap .
-
- 19,029
-
43.9%Fund Size - 19,029
-
28.4%Fund Size - 19,029
-
28.4%Fund Size - 19,029
-
- Debt .
- Fixed Maturity Plans .
-
- 110
-
11.2%Fund Size - 110
-
14.5%Fund Size - 110
-
14%Fund Size - 110
-
- Debt .
- Fixed Maturity Plans .
-
- 565
-
11.2%Fund Size - 565
-
14.5%Fund Size - 565
-
14%Fund Size - 565
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
42%Fund Size - 1,863
-
21.6%Fund Size - 1,863
-
19.3%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
33.6%Fund Size - 12,577
-
18.3%Fund Size - 12,577
-
18.7%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
45.1%Fund Size - 24,378
-
27.5%Fund Size - 24,378
-
18.5%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
41.6%Fund Size - 53,505
-
23.3%Fund Size - 53,505
-
18.5%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 118
-
46.6%Fund Size - 118
-
22.4%Fund Size - 118
-
18%Fund Size - 118
Frequently Asked Questions
How to invest in AXIS Arbitrage Fund – Direct Growth ?
You can invest in AXIS Arbitrage Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Arbitrage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Arbitrage Fund – Direct Growth ?
The NAV of AXIS Arbitrage Fund – Direct Growth is ₹18.5 as of 24 April 2024.
How to redeem AXIS Arbitrage Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of AXIS Arbitrage Fund – Direct Growth?
The minimum SIP amount of AXIS Arbitrage Fund – Direct Growth is ₹100
What are the top sectors AXIS Arbitrage Fund – Direct Growth has invested in?
The top sectors AXIS Arbitrage Fund – Direct Growth has invested in are
- Cash & Others - 67.52%
- Debt - 21.89%
- Banks - 16.07%
- Pharmaceuticals & Biotech - 6.76%
- Finance - 4.62%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Arbitrage Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of AXIS Arbitrage Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have AXIS Arbitrage Fund – Direct Growth generated ?
The AXIS Arbitrage Fund – Direct Growth has delivered 6.6% since inception
What is the expense ratio of AXIS Arbitrage Fund – Direct Growth ?
The expense ratio of AXIS Arbitrage Fund – Direct Growth is 0.3 % as of 24 April 2024.
What is the AUM of AXIS Arbitrage Fund – Direct Growth?
The AUM of AXIS Arbitrage Fund – Direct Growth is ₹2,75,166 Cr as of 24 April 2024
What are the top stock holdings of AXIS Arbitrage Fund – Direct Growth?
The top stock holdings of AXIS Arbitrage Fund – Direct Growth are
- HDFC Bank - 7.17%
- Reliance Industr - 5.97%
- Vedanta - 3.36%
- TCS - 2.88%
- Aurobindo Pharma - 2.19%
How can I redeem my investments in AXIS Arbitrage Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Arbitrage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Arbitrage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.