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Axis Arbitrage Fund - Direct Plan - Growth
★★★★★ monitor_heart Health Score: 64/100 · AverageAxis Mutual Fund · Hybrid · Arbitrage Fund
₹21.73
AUM: ₹9,717 Cr
NAV updated 24 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
1.39%
Exit Load
Exit load of 0.25% if redeemed within 15 days.
Fund Manager
Ashwin Patni, Devang Shah
Inception
Aug 2014
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
0.09
Std Dev (1Y)
0.9%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.97%
3m
+1.49%
6m
+3.26%
1y
+6.51%
3y
+7.48%
5y
+6.69%
10y
+6.48%
since inception
+6.7%
rate_review TopFund's Take on Axis Arbitrage Fund - Direct Plan - Growth
Axis Arbitrage Fund - Direct Plan - Growth sits in the middle of the pack for Arbitrage Fund funds, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.
Cost: At 1.39%, the expense ratio runs 247% above the Arbitrage Fund category average of 0.4%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.09 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.9% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Axis Arbitrage Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Axis Arbitrage Fund - Direct Plan - Growth is ₹21.73. NAV is updated every business day after market close by AMFI.
1Y: 6.51% · 3Y CAGR: 7.48% · 5Y CAGR: 6.69%
The expense ratio is 1.39% per annum — the annual fee deducted from your investment to cover fund management costs.
Axis Arbitrage Fund - Direct Plan - Growth is managed by Ashwin Patni, Devang Shah at Axis Mutual Fund.
Axis Arbitrage Fund - Direct Plan - Growth is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Axis Arbitrage Fund - Direct Plan - Growth is a Arbitrage Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Axis Arbitrage Fund - Direct Plan - Growth is ₹9,718 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.