Axis Arbitrage Fund - Regular Plan - IDCW
Category: Hybrid: Arbitrage
Launch Date: 14-08-2014
AUM:
₹ 4,177.79 Cr
Expense Ratio
1.0%
Benchmark
Nifty 50 Arbitrage Index
ISIN
INF846K01QD6
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Devang Shah, Ashish Naik, Sachin Jain, Karthik Kumar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Arbitrage Fund - Regular Plan - IDCW | 7.58 | 5.61 | 5.0 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.9956
Last change
0.01 (0.0846%)
Fund Size (AUM)
₹ 4,177.79 Cr
Performance
5.62% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Devang Shah, Ashish Naik, Sachin Jain, Karthik Kumar
Riskometer
Low
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 69.46 |
| Reliance Industries Ltd. | 5.19 |
| HDFC Bank Ltd. | 5.03 |
| Kotak Mahindra Bank Ltd. | 3.37 |
| Tata Power Company Ltd. | 3.27 |
| Indusind Bank Ltd. | 2.62 |
| Apollo Hospitals Enterprise Ltd. | 2.45 |
| Vedanta Ltd. | 2.36 |
| Steel Authority Of India Ltd. | 2.33 |
| Others | 2.04 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 71.5 |
| N/A | 25.07 |
| Financial | 3.63 |
| Automobile | 0.0 |
| Materials | 0.0 |
| Diversified | 0.0 |
| Services | 0.0 |
| Construction | -0.01 |
| Consumer Staples | -0.01 |
| Capital Goods | -0.01 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Arbitrage Reg IDCW | 5.0 |
| Kotak Equity Arbitrage Gr | 5.41 |
| SBI Arbitrage Opportunities Reg Gr | 5.23 |
| Edelweiss Arbitrage Reg Gr | 5.34 |
| Union Arbitrage Reg Gr | 5.09 |
| Baroda BNP Paribas Arbitrage Fund Reg Gr | 0.0 |
| UTI Arbitrage Reg Gr | 5.25 |
| Invesco India Arbitrage Gr | 5.39 |
| HDFC Arbitrage Wholesale Gr | 5.08 |
| Mirae Asset Arbitrage Reg Gr | 0.0 |