Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Low
₹19.4766 0.00%
As on 19-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Arbitrage Fund - Regular Plan
|
|
|
Low
|
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1.02 |
|
 |
|
Low
|
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1.05 |
||
 |
|
Low
|
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0.92 |
||
|
|
Low
|
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0.88 |
||
|
|
Low
|
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1.06 |
₹9,212 Cr
0.25 (15)
500
1,000
100
6
About Axis Arbitrage Fund - Regular Plan
Axis Arbitrage Fund - Regular Plan is a hybrid mutual fund scheme of Axis Mutual Fund. Launched on August 14, 2014, it is currently managed by Devang Shah, Sachin Jain and Karthik Kumar. The fund has an expense ratio of 1.02% with an overall AUM (Assets Under Management) of ₹9,212 Cr.
Axis Arbitrage Fund - Regular Plan invests in equity shares and derivatives and earns through the price differential between a stock and its futures. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Investment Strategy
The scheme aims 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.
Suitability
Arbitrage funds are suitable for:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Arbitrage Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Arbitrage Fund - Regular Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Arbitrage Fund - Regular Plan, is ₹19.4766 as of 20-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Axis Money Market Direct-G |
10.32
|
|
HDFC Bank Ltd CD 12/06/2026 |
2.39
|
|
Mahindra & Mahindra Financial Services Ltd CP 365-D 18/02/2027 |
1.52
|
|
Nomura Capital (India) Pvt Ltd CP 32-D 16/03/2026 |
1.35
|
|
Small Industries Devp. Bank of India Ltd CD 04/02/2027 |
1.27
|
Over the past five years, Axis Arbitrage Fund - Regular Plan has delivered an annualised return of 5.89% as of 20-Mar-2026.
The minimum investment required to start investing in Axis Arbitrage Fund - Regular Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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