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Axis Arbitrage Fund Idcw Direct Plan
NAV (Apr 26,2024)
Axis Arbitrage Fund - IDCW - Direct Plan is a low-risk investment option available in the Indian market. With a minimum investment of ₹500, this fund aims to generate returns through a combination of equity and debt instruments. The expense ratio for this fund is 0.31%. It was established on August 14, 2014, and has an AUM (assets under management) of ₹3,599.84. Investors can benefit from the periodic dividend payouts (IDCW) offered by this fund.
Axis Arbitrage Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Axis Arbitrage Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio32.08
- P/B Ratio4.88
- Alpha0.01
- Beta0.47
- Sharpe0.30
- Sortino0.62
Fund Overview
0.31%
0%
No Lock-in
₹ 3599.84 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Low
Investment Return Calculator
as on Apr 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,197.05 (1.97%) | ₹ 10,408.76 (4.09%) | ₹ 10,821.11 (8.21%) | ₹ 11,931.1 (19.31%) | ₹ 13,176.83 (31.77%) |
₹ 30,000 | ₹ 30,591.15 (1.97%) | ₹ 31,226.28 (4.09%) | ₹ 32,463.33 (8.21%) | ₹ 35,793.3 (19.31%) | ₹ 39,530.49 (31.77%) |
₹ 50,000 | ₹ 50,985.25 (1.97%) | ₹ 52,043.8 (4.09%) | ₹ 54,105.55 (8.21%) | ₹ 59,655.5 (19.31%) | ₹ 65,884.15 (31.77%) |
₹ 80,000 | ₹ 81,576.4 (1.97%) | ₹ 83,270.08 (4.09%) | ₹ 86,568.88 (8.21%) | ₹ 95,448.8 (19.31%) | ₹ 1,05,414.64 (31.77%) |
₹ 1,00,000 | ₹ 1,01,970.5 (1.97%) | ₹ 1,04,087.6 (4.09%) | ₹ 1,08,211.1 (8.21%) | ₹ 1,19,311 (19.31%) | ₹ 1,31,768.3 (31.77%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Net Receivables Payables70.92%
- Axis Ultra Short Term Fund Direct Plan Growth Option5.68%
- Axis Money Market Fund Direct Plan Growth Option5.67%
- Days Tbill MD5.51%
- HDFC Bank Limited4.68%
- Clearing Corporation of India Ltd4.46%
- Reliance Industries Limited3.21%
- ICICI Bank Limited3.15%
- Tata Power Company Limited2.82%
- Aurobindo Pharma Limited2.76%
- ICICI Securities Limited2.73%
- Vodafone Idea Limited2.31%
- Zee Entertainment Enterprises Limited2.23%
- Jindal Steel & Power Limited2.05%
- Hindustan Copper Limited2.02%
- Ambuja Cements Limited1.96%
- RBL Bank Limited1.95%
- Manappuram Finance Limited1.79%
- Bandhan Bank Limited1.63%
- Infosys Limited1.57%
- Apollo Hospitals Enterprise Limited1.53%
- Steel Authority of India Limited1.43%
- Aditya Birla Finance Limited1.37%
- Bajaj Finance Limited1.37%
- PI Industries Limited1.23%
- Dabur India Limited1.18%
- Indus Towers Limited1.17%
- Larsen & Toubro Limited1.15%
- Tata Steel Limited1.11%
- Tech Mahindra Limited1.00%
- Hindalco Industries Limited0.94%
- ACC Limited0.92%
- United Spirits Limited0.90%
- Ashok Leyland Limited0.88%
- Tata Motors Limited0.87%
- Godrej Consumer Products Limited0.80%
- Indian Energy Exchange Limited0.79%
- Vedanta Limited0.79%
- Indian Railway Catering And Tourism Corporation Limited0.78%
- Power Grid Corporation of India Limited0.76%
- ITC Limited0.74%
- InterGlobe Aviation Limited0.74%
- Rajasthan State Development Loans0.70%
- Granules India Limited0.70%
- Reliance Retail Ventures Limited0.69%
- Mahindra & Mahindra Financial Services Limited0.67%
- State Bank of India0.67%
- DLF Limited0.65%
- Piramal Enterprises Limited0.65%
- The India Cements Limited0.65%
- Bajaj Finserv Limited0.64%
- Canara Bank0.64%
- Delta Corp Limited0.62%
- Biocon Limited0.57%
- Chambal Fertilizers & Chemicals Limited0.56%
- PVR INOX Limited0.55%
- Wipro Limited0.53%
- L&T Finance Holdings Limited0.49%
- LIC Housing Finance Limited0.49%
- GAIL India Limited0.47%
- Hindustan Unilever Limited0.46%
- Bharat Electronics Limited0.44%
- Petronet LNG Limited0.43%
- Shriram Finance Limited0.43%
- GMR Airports Infrastructure Limited0.40%
- Hindustan Petroleum Corporation Limited0.38%
- Syngene International Limited0.37%
- Trent Limited0.35%
- Escorts Kubota Limited0.34%
- Tata Consultancy Services Limited0.33%
- Oil & Natural Gas Corporation Limited0.33%
- Glenmark Pharmaceuticals Limited0.33%
- Power Finance Corporation Limited0.32%
- Oberoi Realty Limited0.30%
- Gujarat Narmada Valley Fertilizers and Chemicals Limited0.29%
- Nestle India Limited0.27%
- Balrampur Chini Mills Limited0.27%
- Bharti Airtel Limited0.23%
- Lupin Limited0.22%
- Multi Commodity Exchange of India Limited0.22%
- United Breweries Limited0.21%
- Bank of Baroda0.21%
- ICICI Prudential Life Insurance Company Limited0.20%
- Sun Pharmaceutical Industries Limited0.20%
- The Indian Hotels Company Limited0.18%
- Bharat Heavy Electricals Limited0.18%
- Havells India Limited0.17%
- UPL Limited0.17%
- Info Edge India Limited0.17%
- Dr Lal Path Labs Limited0.17%
- Aarti Industries Limited0.16%
- Pidilite Industries Limited0.15%
- JSW Steel Limited0.13%
- Voltas Limited0.12%
- Oracle Financial Services Software Limited0.11%
- Kotak Mahindra Bank Limited0.11%
- National Aluminium Company Limited0.11%
- Titan Company Limited0.11%
- Siemens Limited0.11%
- Max Financial Services Limited0.11%
- The Federal Bank Limited0.10%
- Balkrishna Industries Limited0.10%
- The Ramco Cements Limited0.10%
- Punjab National Bank0.10%
- Indraprastha Gas Limited0.09%
- Deepak Nitrite Limited0.08%
- Marico Limited0.08%
- Dr Reddy s Laboratories Limited0.08%
- Maruti Suzuki India Limited0.08%
- Abbott India Limited0.08%
- REC Limited0.08%
- Mahanagar Gas Limited0.07%
- Bharat Petroleum Corporation Limited0.07%
- Apollo Tyres Limited0.07%
- Can Fin Homes Limited0.07%
- IndusInd Bank Limited0.07%
- IDFC Limited0.06%
- SBI Life Insurance Company Limited0.06%
- NMDC Limited0.05%
- Asian Paints Limited0.05%
- Berger Paints I Limited0.04%
- Bharat Forge Limited0.04%
- Aditya Birla Capital Limited0.04%
- Britannia Industries Limited0.03%
- Birlasoft Limited0.03%
- Samvardhana Motherson International Limited0.02%
- Zydus Lifesciences Limited0.02%
- Exide Industries Limited0.02%
- Page Industries Limited0.02%
- Divi s Laboratories Limited0.02%
- Crompton Greaves Consumer Electricals Limited0.02%
- SRF Limited0.02%
- Dalmia Bharat Limited0.01%
- Hindustan Aeronautics Limited0.01%
- Coal India Limited0.01%
- ICICI Lombard General Insurance Company Limited0.00%
- Astral Limited0.00%
- ABB India Limited0.00%
- Bosch Limited0.00%
- Container Corporation of India Limited0.00%
- Dixon Technologies India Limited0.00%
- Dixon Technologies India Limited January Future0.00%
- Container Corporation of India Limited January Future0.00%
- Bosch Limited January Future0.00%
- ABB India Limited January Future0.00%
- Astral Limited January Future0.00%
- ICICI Lombard General Insurance Company Limited January Future0.00%
- Coal India Limited January Future-0.01%
- Hindustan Aeronautics Limited January Future-0.01%
- Dalmia Bharat Limited January Future-0.01%
- SRF Limited January Future-0.02%
- Crompton Greaves Consumer Electricals Limited January Future-0.02%
- Divi s Laboratories Limited January Future-0.02%
- Page Industries Limited January Future-0.02%
- Exide Industries Limited January Future-0.02%
- Zydus Lifesciences Limited January Future-0.02%
- Samvardhana Motherson International Limited January Future-0.02%
- Birlasoft Limited January Future-0.03%
- Britannia Industries Limited January Future-0.03%
- Aditya Birla Capital Limited January Future-0.04%
- Bharat Forge Limited January Future-0.04%
- Berger Paints I Limited January Future-0.04%
- Asian Paints Limited January Future-0.05%
- NMDC Limited January Future-0.05%
- SBI Life Insurance Company Limited January Future-0.06%
- IDFC Limited January Future-0.06%
- IndusInd Bank Limited January Future-0.07%
- Can Fin Homes Limited January Future-0.07%
- Apollo Tyres Limited January Future-0.07%
- Bharat Petroleum Corporation Limited January Future-0.07%
- Mahanagar Gas Limited January Future-0.07%
- REC Limited January Future-0.08%
- Abbott India Limited January Future-0.08%
- Maruti Suzuki India Limited January Future-0.08%
- Dr Reddy s Laboratories Limited January Future-0.08%
- Marico Limited January Future-0.08%
- Deepak Nitrite Limited January Future-0.09%
- Indraprastha Gas Limited January Future-0.10%
- Punjab National Bank January Future-0.10%
- The Ramco Cements Limited January Future-0.10%
- Balkrishna Industries Limited January Future-0.10%
- The Federal Bank Limited January Future-0.10%
- Max Financial Services Limited January Future-0.11%
- Siemens Limited January Future-0.11%
- Titan Company Limited January Future-0.11%
- Kotak Mahindra Bank Limited January Future-0.11%
- National Aluminium Company Limited January Future-0.11%
- Oracle Financial Services Software Limited January Future-0.11%
- Voltas Limited January Future-0.12%
- JSW Steel Limited January Future-0.13%
- Pidilite Industries Limited January Future-0.15%
- Aarti Industries Limited January Future-0.16%
- Dr Lal Path Labs Limited January Future-0.17%
- Info Edge India Limited January Future-0.17%
- UPL Limited January Future-0.17%
- Havells India Limited January Future-0.18%
- Bharat Heavy Electricals Limited January Future-0.18%
- The Indian Hotels Company Limited January Future-0.18%
- Sun Pharmaceutical Industries Limited January Future-0.20%
- ICICI Prudential Life Insurance Company Limited January Future-0.20%
- United Breweries Limited January Future-0.22%
- Bank of Baroda January Future-0.22%
- Multi Commodity Exchange of India Limited January Future-0.23%
- Lupin Limited January Future-0.23%
- Bharti Airtel Limited January Future-0.24%
- Balrampur Chini Mills Limited January Future-0.27%
- Nestle India Limited January Future-0.28%
- Gujarat Narmada Valley Fertilizers and Chemicals Limited January Future-0.29%
- Oberoi Realty Limited January Future-0.30%
- Power Finance Corporation Limited January Future-0.32%
- Glenmark Pharmaceuticals Limited January Future-0.33%
- Oil & Natural Gas Corporation Limited January Future-0.33%
- Tata Consultancy Services Limited January Future-0.33%
- Escorts Kubota Limited January Future-0.34%
- Trent Limited January Future-0.35%
- Syngene International Limited January Future-0.37%
- Hindustan Petroleum Corporation Limited January Future-0.38%
- GMR Airports Infrastructure Limited January Future-0.41%
- Shriram Finance Limited January Future-0.43%
- Petronet LNG Limited January Future-0.43%
- Bharat Electronics Limited January Future-0.44%
- Hindustan Unilever Limited January Future-0.46%
- GAIL India Limited January Future-0.47%
- LIC Housing Finance Limited January Future-0.49%
- L&T Finance Holdings Limited January Future-0.49%
- Wipro Limited January Future-0.53%
- PVR INOX Limited January Future-0.56%
- Chambal Fertilizers & Chemicals Limited January Future-0.56%
- Biocon Limited January Future-0.58%
- Delta Corp Limited January Future-0.62%
- Canara Bank January Future-0.65%
- Bajaj Finserv Limited January Future-0.65%
- The India Cements Limited January Future-0.65%
- Piramal Enterprises Limited January Future-0.66%
- DLF Limited January Future-0.66%
- State Bank of India January Future-0.68%
- Granules India Limited January Future-0.71%
- InterGlobe Aviation Limited January Future-0.74%
- ITC Limited January Future-0.75%
- Power Grid Corporation of India Limited January Future-0.76%
- Indian Railway Catering And Tourism Corporation Limited January Future-0.78%
- Vedanta Limited January Future-0.80%
- Indian Energy Exchange Limited January Future-0.80%
- Godrej Consumer Products Limited January Future-0.81%
- Tata Motors Limited January Future-0.88%
- Ashok Leyland Limited January Future-0.89%
- United Spirits Limited January Future-0.91%
- ACC Limited January Future-0.93%
- Hindalco Industries Limited January Future-0.95%
- Tech Mahindra Limited January Future-1.00%
- Tata Steel Limited January Future-1.12%
- Larsen & Toubro Limited January Future-1.15%
- Indus Towers Limited January Future-1.18%
- Dabur India Limited January Future-1.19%
- Bajaj Finance Limited January Future-1.24%
- PI Industries Limited January Future-1.24%
- Steel Authority of India Limited January Future-1.45%
- Apollo Hospitals Enterprise Limited January Future-1.55%
- Infosys Limited January Future-1.58%
- Bandhan Bank Limited January Future-1.64%
- Manappuram Finance Limited January Future-1.81%
- RBL Bank Limited January Future-1.97%
- Ambuja Cements Limited January Future-1.98%
- Hindustan Copper Limited January Future-2.04%
- Jindal Steel & Power Limited January Future-2.07%
- Zee Entertainment Enterprises Limited January Future-2.25%
- Vodafone Idea Limited January Future-2.34%
- HDFC Bank Limited January Future-2.65%
- Aurobindo Pharma Limited January Future-2.78%
- Tata Power Company Limited January Future-2.84%
- ICICI Bank Limited January Future-3.18%
- Reliance Industries Limited January Future-3.23%
- Miscellaneous75.38%
- Bank - Private9.64%
- Finance - NBFC4.69%
- Metal - Non Ferrous3.76%
- Refineries3.66%
- IT - Software3.56%
- Bank - Public1.62%
- Fertilizers0.85%
- Travel Services0.78%
- Cigarettes/Tobacco0.74%
- Airlines0.74%
- Finance - Investment0.64%
- Finance - Housing0.55%
- Chemicals0.40%
- Finance Term Lending0.40%
- Consumer Food0.39%
- Business Support0.37%
- Retailing0.35%
- Automobiles-Tractors0.34%
- Oil Exploration0.33%
- Electric Equipment0.29%
- Sugar0.27%
- Insurance0.26%
- BPO/ITeS0.17%
- Tyres & Allied0.17%
- Air Conditioners0.12%
- Diamond & Jewellery0.11%
- Finance - Others0.11%
- Paints0.09%
- Mining & Minerals0.06%
- Forgings0.04%
- Auto Ancillary0.03%
- Batteries0.02%
- Textile0.02%
- Defence0.01%
- Plastic Products0.00%
- Logistics0.00%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Kotak Equity Arbitrage Fund - Growth | HYBRID | Low | 3.95% |
HSBC Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.92% |
Baroda BNP Paribas Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.90% |
UTI Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.90% |
HDFC Arbitrage Fund - Wholesale Plan - Growth | HYBRID | Low | 3.87% |
Aditya Birla Sun Life Arbitrage Fund - Growth | HYBRID | Low | 3.86% |
Union Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.84% |
SBI Arbitrage Opportunities Fund - Regular Plan - Growth | HYBRID | Low | 3.84% |
Nippon India Arbitrage Fund - Growth | HYBRID | Low | 3.75% |
NJ Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.67% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Kotak Equity Arbitrage Fund - Growth | HYBRID | Low | 7.77% |
SBI Arbitrage Opportunities Fund - Regular Plan - Growth | HYBRID | Low | 7.71% |
Nippon India Arbitrage Fund - Growth | HYBRID | Low | 7.66% |
Bandhan Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 7.61% |
Baroda BNP Paribas Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 7.58% |
Edelweiss Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 7.53% |
Union Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 7.41% |
Aditya Birla Sun Life Arbitrage Fund - Growth | HYBRID | Low | 7.36% |
HSBC Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 7.33% |
DSP Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 7.29% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Arbitrage Fund - Growth | HYBRID | Low | 5.80% |
ICICI Prudential Equity - Arbitrage - Growth | HYBRID | Low | 5.51% |
Edelweiss Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.38% |
HDFC Arbitrage Fund - Wholesale Plan - Growth | HYBRID | Low | 5.26% |
Tata Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.23% |
Sundaram Arbitrage Fund - Growth | HYBRID | Low | 4.76% |
Mahindra Manulife Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 4.16% |
Bank of India Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 4.08% |
ITI Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.99% |
Groww Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.16% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Arbitrage Fund - Growth | HYBRID | Low | 5.40% |
Tata Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.29% |
Edelweiss Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.26% |
HSBC Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.14% |
Aditya Birla Sun Life Arbitrage Fund - Growth | HYBRID | Low | 5.12% |
Bandhan Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.05% |
DSP Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 5.05% |
Bank of India Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 4.00% |
Sundaram Arbitrage Fund - Growth | HYBRID | Low | 3.97% |
Groww Arbitrage Fund - Regular Plan - Growth | HYBRID | Low | 3.75% |
Fund Managers
Mr. Ashish NaikFund Manager
Previous experience includes 6 years with Goldman Sachs as an equity analyst.
Mr. Devang ShahFund Manager - Fixed Income
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Mr. Sachin JainFund Manager
Mr. Karthik KumarFund Manager
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