HYBRID•ARBITRAGE FUND
Axis Arbitrage Fund
3 Year return
7.50%
NAV on August 11, 2026
21.8057
1D Returns
0%
Launched on July 2014(12 years)
Investment Details
₹100
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
12.47%₹449
Total Value ₹4,049
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹10,362.38 Cr.
Expense Ratio
1.44% (inclusive of GST)
Exit Load
0.25% - If redeemed/switched out within 15 days from the date of allotment. Nil - If redeemed/switched out after 15 days from the date of allotment.
Ratings
3.5
Ratings by other agencies
Value Research
4
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Axis Mutual Fund Manager
DS
Devang Shah
Fund Manager since Apr 2024
KK
Karthik Kumar
Fund Manager since Aug 2023
SJ
Sachin Jain
Fund Manager since Jul 2023
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
276
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Invesco India Arbitrage Fund | 7.5927% | 5 |
| Kotak Arbitrage Fund | 7.6256% | 4.5 |
| Edelweiss Arbitrage Fund | 7.5786% | 4.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.7535%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout10.3579%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.3579%
The Axis Arbitrage Fund Direct Plan Growth is an open-ended equity mutual fund scheme that aims to generate returns that are higher than the returns of the Nifty 50 Index by investing in a diversified portfolio of stocks and arbitrage opportunities.
The fund is managed by Axis Mutual Fund, one of the leading mutual fund houses in India. The fund has a track record of generating consistent returns over the long term.
Investment Objectives of the Scheme
The investment objective of the Axis Arbitrage Fund Direct Plan Growth is to generate returns that are higher than the returns of the Nifty 50 Index by investing in a diversified portfolio of stocks and arbitrage opportunities.
The fund may invest in a variety of stocks, including large-cap stocks, mid-cap stocks, and small-cap stocks. The fund may also invest in arbitrage opportunities, which are situations where there is a difference in the price of a stock in the cash market and the price of the same stock in the derivative market.
Key Features of The Fund
5-year return
6.7638%
Expense Ratio
1.44%
Fund Manager
Devang Shah
Fund Size
₹10362.38 Cr.
Risk Profile
Low
Is This Scheme Right for Me?
The Axis Arbitrage Fund Direct Plan Growth is a good option for investors who are looking for a high-growth investment with moderate risk. The fund is suitable for investors who have a time horizon of at least 3 years.
However, it is important to note that the fund is not a risk-free investment. The fund's returns can go down as well as up. Investors should only invest in the fund if they are comfortable with the risk of losing money.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Reach Your Goals Faster with SIP
Many investors choose Systematic Investment Plans (SIPs) to invest in mutual funds. SIPs allow for disciplined investing by setting up a fixed amount to be invested regularly. This approach helps average out the cost per unit over time and reduces the impact of market volatility. To plan your SIP investment and estimate potential returns, try Angel One's free SIP investment calculator.
FAQs
What is today's NAV of Axis Arbitrage Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Arbitrage Fund on August 11, 2026, is ₹21.8057
What is the AUM of Axis Arbitrage Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Arbitrage Fund, is ₹10362.38 crore.
What is the expense ratio of Axis Arbitrage Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Arbitrage Fund is 1.44%
What are the returns of Axis Arbitrage Fund since inception?
The Axis Arbitrage Fund was launched on July 25, 2014. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Arbitrage Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Arbitrage Fund is ₹100.
How do I invest in Axis Arbitrage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Arbitrage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Arbitrage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Arbitrage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,049 in 3Y at 7.5047% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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