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Axis Arbitrage Fund - Regular Plan - Growth

Axis · Arbitrage
Low
₹20.13
Current NAV
26 Oct 2026
5.9%
1Y Return
6.6%
3Y CAGR
6.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.80).
  • Very large asset base (AUM: ₹20,850 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
  • 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
1.80
Sharpe Ratio
0.80
Beta
5.80
Alpha
2.16
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹20850 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
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