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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.34 | 31.12 | 4.21 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 32.20 | 3.50 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty 50 Arbitrage |
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Arbitrage Fund | 8.36% | 6.92% | 6.68% |
Kotak Equity Arbitrage Fund | 8.60% | 7.09% | 7.11% |
SBI Arbitrage Opportunities Fund | 8.27% | 6.94% | 6.83% |
ICICI Pru Equity-Arbitrage Fund | 8.40% | 6.83% | 7.05% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
0.31 %
Holdings
0.01 %
Holdings
0.00 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,17,564.11 Cr.
Ashish Naik
AUM: ₹55,540.51 Cr.
|
Exp: 6yrs
Devang Shah
AUM: ₹89,541.34 Cr.
|
Exp: 9yrs
Sachin Jain
AUM: ₹79,004.36 Cr.
|
Exp: —
Karthik Kumar
AUM: ₹10,677.74 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Save upto 33% on Tax with Axis Arbitrage Fund | Smart Investment for Your Idle Funds
1 month ago•Axis Mutual Fund
Save Additional Tax upto ₹35,730 with Axis Arbitrage Fund | Smart Investment for Your Idle Funds
1 month ago•Axis Mutual Fund
Save upto ₹34,177 in Taxes with Axis Arbitrage Fund | Smart Investment for Your Idle Funds
1 month ago•Axis Mutual Fund
Explore Tax-Smart Investing with Axis Arbitrage Fund | Cash Parking Made Profitable
1 month ago•Axis Mutual Fund
Save upto ₹61,178 in Taxes with Axis Arbitrage Fund | Smart Investment Strategy
2 months ago•Axis Mutual Fund
Live Webinar 🎥 | Karthik Kumar on Axis Arbitrage Fund
11 months ago•Axis Mutual Fund
Live Webinar 🎥 | Axis Arbitrage Fund
11 months ago•Axis Mutual Fund
Live Webinar 🎥 Axis Arbitrage Fund
1 year ago•Axis Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%