Axis Arbitrage (Hybrid, Arbitrage)

Moderate
4 yrs 7 monthsStarted on:14 Aug 2014
₹ 2339.11 Cras on: 15 Feb 2019
Medium Horizon
0.98%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims 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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.70
1 Month0.53
3 Month1.26
1 YR5.84
2 YR5.80
3 YR6.13

SIP Returns

TenureReturns (CAGR)
1 YR5.97
2 YR5.95
3 YR6

Portfolio

Company Name% Assets
Reliance Industries Ltd.7.59
Housing Development Finance Corpn. Ltd.7.52
Sun Pharmaceutical Inds. Ltd.6.51
Bajaj Finance Ltd.5.77
Housing Development Finance Corpn. Ltd. 181-D 20/05/20194.18
Divi's Laboratories Ltd.2.93
United Spirits Ltd.2.6
Page Industries Ltd.2.57
Hindustan Unilever Ltd.2.5
HDFC Bank Ltd. 06/08/2019 7.10%1.91

Top Sectoral Holdings

Sector Name% Assets
Services0

Indicators

LabelValue
Portfolio turnover ratio1180
Standard Deviation0.6%
Beta0.46%

Ashwin Patni,Devang Shah

Mr. Patni is a PGDM from IIM Calcutta.Mr. Shah is B.Com and ACA.
He has more than 6 years of experience in Wealth Management and Structured Finance. In his last assignment he was designated as Product manger for Investment Services of Standard Charted Bank. Prior to this he has also worked with ICICI Bank for Syndication as Manager.Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.