Axis Arbitrage Fund (Hybrid, Arbitrage)

Moderate
5 yrs 3 monthsStarted on:14 Aug 2014
₹ 2419.29 Cras on: 18 Oct 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)
YTD5.09
1 Month0.60
3 Month1.59
1 YR6.34
2 YR6.21
3 YR6.15

SIP Returns

TenureReturns (CAGR)
1 YR6.57
2 YR6.33
3 YR6.19
5 YR6.21

Portfolio

Company Name% Assets
Bajaj Finance Ltd.10.03
Housing Development Finance Corpn. Ltd.8.14
Tata Consultancy Services Ltd.7.6
Reliance Industries Ltd.7.13
Maruti Suzuki India Ltd.5.44
Bharti Airtel Ltd.3.74
United Spirits Ltd.2.27
Larsen & Toubro Ltd.2.14
Kotak Mahindra Bank Ltd.2.11
Sun Pharmaceutical Inds. Ltd.2.09

Top Sectoral Holdings

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

Indicators

LabelValue
Portfolio turnover ratio1219
Standard Deviation0.62%
Beta0.5%
Sharpe Ratio0.02

Devang Shah,Viresh Joshi

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