AXIS Arbitrage Fund (IDCW-M) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS Arbitrage Fund (IDCW-M) (27784) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS Arbitrage Fund (IDCW-M)
Axis Asset Management Co. LTd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Low Risk
Expenses
Moderate Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Average Quality
AXIS Arbitrage Fund (IDCW-M) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 0.63% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 70.10% |
| AXIS Money Market Fund - Direct (G) | Mutual Fund Units | 10.35% |
| L&T Finance Ltd | NBFC-Others | 4.06% |
| State Bank of India | Banks | 3.46% |
| Reliance Industries Ltd | Refineries | 3.21% |
| Tata Consultancy Services Ltd | IT - Software | 3.01% |
| ICICI Bank Ltd | Banks | 2.77% |
| IDFC First Bank Ltd | Banks | 2.56% |
| Vodafone Idea Ltd | Telecom-Service | 2.41% |
| UltraTech Cement Ltd | Cement | 2.40% |
Sector Breakdown
Compare against Arbitrage Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Arbitrage Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Arbitrage Fund category
AXIS Arbitrage Fund (IDCW-M) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Kotak Arbitrage Fund - Direct (G) | ₹40.75 | 3.56% | 7.40% | 7.80% |
| Kotak Arbitrage Fund (G) | ₹38.07 | 3.25% | 6.76% | 7.17% |
| UTI-Arbitrage Fund - Direct (G) | ₹37.96 | 3.60% | 7.34% | 7.60% |
| ICICI Pru Equity - Arbitrage Fund - Direct (G) | ₹37.43 | 3.59% | 7.31% | 7.61% |
| SBI Arbitrage Opportunities Fund - Direct (G) | ₹36.59 | 3.62% | 7.31% | 7.69% |
| Bandhan Arbitrage - Direct (G) | ₹35.73 | 3.53% | 7.32% | 7.67% |
| UTI-Arbitrage Fund (G) | ₹35.62 | 3.34% | 6.83% | 7.03% |
| JM Arbitrage Fund - Direct (G) | ₹35.36 | 3.24% | 6.84% | 7.23% |
| Invesco India Arbitrage Fund - Direct (G) | ₹35.13 | 3.57% | 7.36% | 7.84% |
| Invesco India Arbitrage Fund - Dir (Annual-B) | ₹35.12 | 3.57% | 7.36% | 7.84% |
Category Average Returns
Karthik Kumar
A seasoned investment professional with over 12 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.