Rating : N/A
Axis Arbitrage Regular Growth
 ÂArbitrage Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
3337.00 Cr.
(As of 31 Dec, 2022)
Benchmark
NIFTY 50 Arbitrage TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
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 manager
Devang Shah
Exit load
0.25 %
(If redeemed within 7 days)Minimum sip
₹100
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Axis Money Market Dir Gr
8.48%
Axis Ultra Short Term Fund Dir Gr
7.46%
Icici Bank Limited January 2023 Future
4.43%
ICICI Bank Ltd
4.40%
Sector Allocation
About the Scheme Type
Arbitrage Funds provide a safer investment avenue for the investors with low risk appetite by leveraging the price difference in the cash and derivatives market to generate returns. These usually invest around 65% of their corpus in equity-related instruments and are often seen as short-term wealth generating opportunities. Since the difference between the two prices is marginal, arbitrage funds are required to execute a humongous number of trades every year to book substantial profits. While Arbitrage Funds are a good investment option when you’ve a volatile market, the fact that their expense ratio is high and the payoff is unpredictable, count for noticeable disadvantages.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Axis Asset Management Company Limited
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
- Long term wealth creation
- Outside in (Customer) view
- Long term relationship
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund:
- Business to be built on three pillars
- Outside-in View
- Investor at the heart of every single decision
- Communication in investor’s language, not in ours
- Enduring Wealth Creation
- Playing a serious and credible role in investor’s money basket
- Encouraging investors to build a long-term perspective of the mutual fund category
- Long-term Relationships
- Outside-in View
- Aiming at building relationships rather than being transactional