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Business News/Market/Market Stats/    Axis Arbitrage Regular Growth

Axis Arbitrage Regular Growth

+
  • Other
  • Arbitrage Fund
  • Rating N.A.
  • Plan
17.05 -0.01 (-0.09%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3823.51
  • CAGR 7.39%
  • Exit Load0.25%
  • Expense ratio1.01%
  • CategoryOther
  • Min Investment500
  • Min SIP100
  • Launch Date2014-08-14

Morning Star Rating N.A.

Low
Risk
Moderate
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 2700.77
  • 70.64%
  • Axis Ultra Short Term Fund Dir Gr
  • 205.79
  • 5.38%
  • Axis Money Market Dir Gr
  • 205.54
  • 5.38%
  • ICICI Securities Limited
  • 98.93
  • 2.59%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio-0.06
  • Std Deviation 0.62%
  • Tracking Error 0.00%

About Fund

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.

 

The Axis Arbitrage Regular Growth has an AUM of 3823.51 crores & has delivered CAGR of 5.11% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.01%. The minimum investment in Axis Arbitrage Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

 

The top holdings of the fund include Net Receivables / (Payables), HDFC Bank, Axis Ultra Short Term Fund Dir Gr & Axis Money Market Dir Gr.

 

The major sectors where the fund is invested are Regional Banks, Metal Mining, Construction Services & Software & Programming.

 

Some of the similar funds are UTI Arbitrage Fund Regular Plan Growth, Bandhan Arbitrage Fund - Regular Plan - Growth, Axis Arbitrage Regular Growth, DSP Arbitrage Fund Growth, HSBC Arbitrage Fund Regular Growth. Axis Arbitrage Regular Growth has a sharpe ratio of -0.06 & a standard deviation of 0.62%.

FAQs about Axis Arbitrage Regular Growth

According to the morning star rating Axis Arbitrage Regular Growth has a Low risk & Moderate return.
Axis Arbitrage Regular Growth is managed by Devang Shah,Sachin Jain,Ashish Naik,Karthik Kumar.
The expense ratio of Axis Arbitrage Regular Growth is 1.01%.
The 5 year annualized return on Axis Arbitrage Regular Growth is 5.11% & it has generated 7.39% in the last 1 year.
The minimum investment in Axis Arbitrage Regular Growth is 500 Rs.
Axis Arbitrage Regular Growth has an AUM of 3823.51 crores.
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