Axis Enhanced Arbitrage Fund (Hybrid, Arbitrage)

Moderate
3 yrs 10 monthsStarted on:14 Aug 2014
₹ 2053.07 Cras on: 22 May 2018
Medium Horizon
0.95%
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)
YTD2.19
1 Month0.29
3 Month1.18
1 YR5.80
2 YR6.06
3 YR6.04

SIP Returns

TenureReturns (CAGR)
1 YR5.54
2 YR5.77
3 YR5.92

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.6.02
Federal Bank Ltd.5.75
Mahindra & Mahindra Ltd.5.35
Century Textiles & Inds. Ltd.3.15
Mahindra & Mahindra Financial Services Ltd.3.14
Motherson Sumi Systems Ltd.3.07
Indusind Bank Ltd. 29/01/20192.76
Housing Development Finance Corpn. Ltd. 28/09/2018 8.60%2.2
Indiabulls Housing Finance Ltd. 10/08/2018 8.80%1.97
Housing Development Finance Corpn. Ltd.1.96

Top Sectoral Holdings

Sector Name% Assets
Engineering0.07

Indicators

LabelValue
Portfolio turnover ratio1273
Standard Deviation0.55%
Beta0.93%
Sharpe Ratio3.24

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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