Axis Arbitrage Fund - Regular Plan - IDCW

Axis Arbitrage Fund - Regular Plan - IDCW is a fund scheme from Axis mutual fund. It falls under a Arbitrage Funds category. After being launched on 2014-08-14. Axis Arbitrage Fund - Regular Plan - IDCW has achieved Rs 5515.2 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 1%.

• Investing Strategy:

  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.

• Performance:

  Axis Arbitrage Fund - Regular Plan - IDCW trailing returns over different times are 2.35% (1 year), 1.06% (3 year), 0.95% (5 year). The average annual return of this fund stands at 2.35%

• Fund Manager & Portfolio Allocation:

  Devang Shah, Ashish Naik, Sachin Jain, Karthik Kumar are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, Finance, IT - Software, Petroleum Products, Power, Sectors. First five holdings of this fund are Reliance Industries Limited, HDFC Bank Limited, Bank of Baroda, Infosys Limited, Hindustan Aeronautics Limited, HDB Financial Services Limited (04/12/2024), ICICI Securities Limited (21/02/2025), Kotak Securities Limited (21/02/2025), Aditya Birla Finance Limited (11/07/2025) (ZCB), 5.70% National Bank For Agriculture and Rural Development (31/07/2025) Companies.