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Axis Arbitrage Fund(M-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.34 | 32.37 | 3.65 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 32.73 | 3.41 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| — |
About Arbitrage Fund
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.
Peers & Comparison
HybridArbitrage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Arbitrage Fund(M-IDCW) | 3.39% | 1.68% | 1.81% |
| Kotak Equity Arbitrage Fund(M-IDCW Payout) | -0.40% | -0.09% | 0.41% |
| SBI Arbitrage Opportunities Fund(IDCW-Payout) | 8.16% | 6.99% | 3.73% |
| ICICI Pru Equity-Arbitrage Fund(IDCW-Payout) | 4.46% | 2.94% | 2.21% |
Price Comparison
Compare Axis Arbitrage Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Asian Paints Ltd3M change : 0.00 %
Holdings
0.00 %
0.00 % - Tech Mahindra Ltd3M change : 0.00 %
Holdings
0.00 %
0.00 % - Hero MotoCorp Ltd3M change : 0.00 %
Holdings
0.00 %
0.00 %
AMC Profile
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
71
Total AUM
₹ 3,19,688.04 Cr.
Fund Manager Profile
Karthik Kumar
AUM: ₹10,763.09 Cr.
|
Exp: 14yrs
Devang Shah
AUM: ₹92,825.30 Cr.
|
Exp: 9yrs
Sachin Jain
AUM: ₹74,622.92 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
Save upto 33% on Tax with Axis Arbitrage Fund | Smart Investment for Your Idle Funds
2 months ago•Axis Mutual Fund
Save Additional Tax upto ₹35,730 with Axis Arbitrage Fund | Smart Investment for Your Idle Funds
3 months ago•Axis Mutual Fund
Save upto ₹34,177 in Taxes with Axis Arbitrage Fund | Smart Investment for Your Idle Funds
3 months ago•Axis Mutual Fund
Explore Tax-Smart Investing with Axis Arbitrage Fund | Cash Parking Made Profitable
3 months ago•Axis Mutual Fund
Save upto ₹61,178 in Taxes with Axis Arbitrage Fund | Smart Investment Strategy
3 months ago•Axis Mutual Fund
Live Webinar 🎥 | Karthik Kumar on Axis Arbitrage Fund
1 year ago•Axis Mutual Fund
Live Webinar 🎥 | Axis Arbitrage Fund
1 year 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%