INF846K01QC8

CASPeR Ranking #101

Axis Arbitrage Regular Growth

Low Risk Arbitrage Fund Alternative

NAV (Thu Sep 19 2024)

₹18

Returns (Since Inception)

5.98%

Category Average

5.96%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Unknown

24.57%

Energy

4.81%

Financial Services

6.50%

Communication Services

2.62%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Axis Arbitrage Regular Growth


Minimum SIP

100


Risk Level

Low Risk


AUM

₹5578.38 Cr


ISIN

INF846K01QC8


Inception Date

Aug 14 2014


Standard Deviation

0.655


Beta

-


Sharpe Ratio

-0.168


Benchmark

NIFTY 50 Arbitrage TR INR


Expense Ratio

1.010%


Exit Load

If redeemed/switched out within 15 days from the date of investment/allotment: 0.25%. If redeemed/switched out after 15 days from the date of investment/allotment: Nil

Risk

Low Risk

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.

Fund Managers

Devang Shah

Sachin Jain

Ashish Naik

About the AMC

Axis Asset Management Company Limited


Phone Number

+91 22 43255161


Corporate Office Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Overall AUM

₹5578.38 Cr


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frequently asked questions

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What is the current NAV of Axis Arbitrage Regular Growth?

The NAV of Axis Arbitrage Regular Growth is ₹18 as of Thu Sep 19 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Axis Arbitrage Regular Growth?

Devang Shah is the current fund manager of Axis Arbitrage Regular Growth as on Fri Sep 20 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Axis Arbitrage Regular Growth?

The Expense Ratio of Axis Arbitrage Regular Growth is 101.00% as of Fri Sep 20 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 101.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Axis Arbitrage Regular Growth?

The minimum Systematic Investment Plan (SIP) amount required for Axis Arbitrage Regular Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Axis Arbitrage Regular Growth?

To initiate a lump sum investment in Axis Arbitrage Regular Growth, a minimum initial amount of ₹500 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Axis Arbitrage Regular Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Axis Arbitrage Regular Growth is classified as Low Risk.

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What is the category of Axis Arbitrage Regular Growth?

The category of the Axis Arbitrage Regular Growth is Alternative.

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