Axis Arbitrage Regular Growth - Latest NAV, Returns, Performance & Portfolio

Axis Arbitrage Fund

  • highlight6.15%
  • highlight0(0.02%)

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Min amount: 1000

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years6.15%
1 Year6.3%
6 Months2.87%
Fund Details
ISININF846K01QC8
RiskModerate Risk
Fund TypeArbitrage Fund
NAV13.4888
Exit Load0.25% for 7 Days

More about this fundstar

Top HoldingsWeightage
Housing Development Finance Corporation Limited May 2019 Future9.09%
Housing Development Finance Corp Ltd9.04%
Reliance Industries Limited May 2019 Future7.43%
Reliance Industries Ltd7.39%
Sun Pharmaceutical Industries Limited May 2019 Future5.43%
Sun Pharmaceuticals Industries Ltd5.4%
Bajaj Finance Limited May 2019 Future5.11%
Bajaj Finance Ltd5.08%
Motherson Sumi Systems Limited May 2019 Future4.91%
Motherson Sumi Systems Ltd4.9%

About Axis Arbitrage Fund

Axis Arbitrage Fund is an open-ended scheme which seeks to generate returns by taking advantage of arbitrage opportunities in the equity and derivatives market. Formerly known as Axis Enhanced Arbitrage Opportunities, the fund will also invest the balance in debt & money market instruments. The fund aims to generate regular income over short-medium term timeframe.

Pros & Cons of Axis Arbitrage Fund

Axis Arbitrage Fund offers the following benefits:

  1. The fund is suitable for investors looking for returns with relatively low volatility.
  2. The scheme is suitable for investors looking to park money for a short period. 3.Periodical returns are higher than the average category returns.

Fund Information and Statistics of Axis Arbitrage Fund

i) Inception/ Launch date

The Axis Arbitrage Fund was launched on August 14, 2014, by Axis Mutual Fund.

ii) Risk level

Investment in this scheme is a moderate risk bet and is suitable for a short to medium time frame.

iii) Redemption

The redemption request can be made on any business day subject to the NAV price. Proceeds will be dispatched to you by the fund house within 10 working days from the receipt of the redemption request at the Authorized Centre of Axis Mutual Fund.

iv) Fund Manager

Axis Arbitrage Fund is jointly managed by Mr Devang Shah since August 14, 2014 and Mr Ashwin Patni since April 27, 2015.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed one week after the date of allotment. However, 0.25 % exit load is charged if redeemed before 7 days from the date of allotment.

Tax benefits of investing in Axis Arbitrage Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gain, in excess of Rs 1 lakh, are taxed at 10% if sold after one year. Dividend distribution tax is applicable. 10% tax will be deducted at source for dividends.

About Axis Mutual Fund

Axis Mutual Fund was established in October 2009 and it has come a long way since then. It is progressed due to its philosophy of transparency & commitment, accepting mistakes, respect, curiosity, humility, and keeping the customer in the centre of every decision. The fund house also believes in communicating in the language of customers to help them understand financial complexities.

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Frequently Asked Questions

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Min amount: 1000

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Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns