Axis Arbitrage Fund - Regular Plan - IDCW

Axis Arbitrage Fund - Regular Plan - IDCW is a scheme launched by Axis Mutual Fund on August 14, 2014, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 7,545.06 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 0.99% for managing the portfolio.

• Investing Strategy:

  To generate income through low volatility absolute return strategies that take advantage of opportunities in the cash and the derivative segments of the equity markets including the arbitrage opportunities available within the derivative segment, by using other derivative based strategies and by investing the balance in debt and money market instruments.

• Performance:

  Axis Arbitrage Fund - Regular Plan - IDCW trailing returns over different times are 0.87% (1 year), 1.59% (3 year) and 1.2% (5 year). The average annual return of this fund stands at 0.73%.