Axis Arbitrage (Hybrid, Arbitrage)

Moderate
4 yrs 5 monthsStarted on:14 Aug 2014
₹ 2091.81 Cras on: 17 Dec 2018
Medium Horizon
1.00%
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)
YTD5.90
1 Month0.35
3 Month1.78
1 YR6.00
2 YR5.79
3 YR6.11

SIP Returns

TenureReturns (CAGR)
1 YR6.08
2 YR5.98
3 YR6.05

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.9.15
Housing Development Finance Corpn. Ltd.8.09
Divi's Laboratories Ltd.4.86
Page Industries Ltd.4.8
Bajaj Finance Ltd.4.24
Reliance Industries Ltd.3.76
Mahindra & Mahindra Ltd.2.43
Motherson Sumi Systems Ltd.2.18
HDFC Bank Ltd. 30/01/2019 7.00%1.91
National Bank For Agriculture & Rural Development 14/02/20191.88

Top Sectoral Holdings

Sector Name% Assets
Textiles0.08
Services0

Indicators

LabelValue
Portfolio turnover ratio1261
Standard Deviation0.57%
Beta0.42%

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.
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