Axis Arbitrage Fund (Hybrid, Arbitrage)

Moderate
5 yrs 1 monthsStarted on:14 Aug 2014
₹ 2339.82 Cras on: 19 Aug 2019
Medium Horizon
0.99%
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)
YTD4.06
1 Month0.52
3 Month1.71
1 YR6.49
2 YR6.12
3 YR6.15

SIP Returns

TenureReturns (CAGR)
1 YR6.63
2 YR6.3
3 YR6.17

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.9.47
Bajaj Finance Ltd.9.12
Reliance Industries Ltd.6.45
Tata Consultancy Services Ltd.5.9
Larsen & Toubro Ltd.4.74
HDFC Bank Ltd.4.6
Hindustan Unilever Ltd.3.84
Bank Of Baroda 01/06/20203.04
United Spirits Ltd.2.27
ICICI Bank Ltd.2.25

Top Sectoral Holdings

Sector Name% Assets
Automobile0.01
Energy0.01
Healthcare0.01

Indicators

LabelValue
Portfolio turnover ratio1172
Standard Deviation0.61%
Beta0.47%
Sharpe Ratio0.04

Devang Shah,Viresh Joshi

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.