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Axis Arbitrage Fund - Direct Plan - Growth

Axis · Arbitrage
Low
₹22.07
Current NAV
26 Oct 2026
6.7%
1Y Return
7.3%
3Y CAGR
6.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.74%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.34).
  • Very large asset base (AUM: ₹12,890 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.84
Sharpe Ratio
0.74
Beta
5.34
Alpha
0.96
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹12890 Cr
Expense Ratio 0.74%
Min SIP ₹500
Min Lumpsum ₹1000
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