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Axis Arbitrage Fund - Regular Plan - Monthly IDCW

Axis · Arbitrage
Low
₹11.20
Current NAV
26 Oct 2026
0.4%
1Y Return
1.1%
3Y CAGR
0.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
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
1.07
Sharpe Ratio
0.67
Beta
0.07
Alpha
1.47
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹5120 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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