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HYBRID•ARBITRAGE FUND

Axis Arbitrage Fund

3 Year return

7.68%
NAV on January 31, 2026
21.0811
1D Returns
+0.02%
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
12.78%₹460
Total Value ₹4,060

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹8,400.4 Cr.
Expense Ratio
0.33% (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

ARQ Rating
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 Jun 2014

KK

Karthik Kumar

Fund Manager since Jun 2024

SJ

Sachin Jain

Fund Manager since Sep 2020

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,65,749.22 Cr.
No. of Schemes
278
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Invesco India Arbitrage Fund7.8606%
5
Kotak Arbitrage Fund7.8615%
4.5
Edelweiss Arbitrage Fund7.7963%
4.5

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
13.1256%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
13.1256%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
13.1096%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
12.4547%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
12.4547%

About the Axis Arbitrage Fund Direct Plan Growth

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
6.5912%
Expense Ratio
0.33%
Fund Manager
Devang Shah
Fund Size
₹8400.4 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

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://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

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 January 31, 2026, is ₹21.0811
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 ₹8400.4 crore.
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 0.33%
The Axis Arbitrage Fund was launched on July 25, 2014. The fund has delivered a CAGR of undefined since inception.
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.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,060 in 3Y at 7.6761% returns
SIP Date1st of every month

Your next SIP Payment will be on 1 March 2026

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