Axis Enhanced Arbitrage Fund (Hybrid, Arbitrage)

Moderate
4 yrs 2 monthsStarted on:14 Aug 2014
₹ 1905.9 Cras on: 21 Sep 2018
Medium Horizon
1.11%
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)
YTD4.16
1 Month0.45
3 Month1.26
1 YR5.77
2 YR6.03
3 YR5.96

SIP Returns

TenureReturns (CAGR)
1 YR5.51
2 YR5.69
3 YR5.88

Portfolio

Company Name% Assets
Infibeam Avenues Ltd.4.79
Bajaj Finance Ltd.4.12
Dewan Housing Finance Corpn. Ltd.3.52
Housing Development Finance Corpn. Ltd.3.49
Mahindra & Mahindra Financial Services Ltd.3.35
Cadila Healthcare Ltd.3.19
Mahindra & Mahindra Ltd.3.14
Maruti Suzuki India Ltd.3.05
ICICI Bank Ltd.3.01
Century Textiles & Inds. Ltd.2.63

Top Sectoral Holdings

Sector Name% Assets
Automobile0.01

Indicators

LabelValue
Portfolio turnover ratio1219
Standard Deviation0.54%
Beta0.4%

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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