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Arbitrageregulargrowth📊 NIFTY 50 ARBITRAGE INDEX

Axis Arbitrage Fund - Regular Plan - Growth

Axis Mutual Fund

#23 of 32 (1Y)

₹19.5935

0.03 (-0.17%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹19.5935

0.03 (-0.17%)

29 May 2026

AMFI: 130771

Direct · Growth

₹₹21.4158

0.04 (-0.17%)

29 May 2026

AMFI: 130773

Regular · IDCW

₹₹11.1002

0.02 (-0.17%)

29 May 2026

AMFI: 130776

Direct · IDCW

₹₹12.2676

0.02 (-0.17%)

29 May 2026

AMFI: 130774

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.11%
1 Month+0.17%
3 Months+1.19%
6 Months+2.70%
1 Year+5.71%
3 Years (CAGR)+6.72%
5 Years (CAGR)+5.92%
10 Years (CAGR)+5.69%
Since Inception (Aug 2014)+5.90%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.53%
3 Year SIP+6.39%
5 Year SIP+6.33%
Since Inception (Aug 2014)+5.75%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹70,500

Invested

₹99,565

Value today

5.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,959

Value today

5.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,05,000

Withdrawn

₹9,63,696

Corpus left

+₹6,68,696 net gain — withdrew ₹7,05,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,38,649

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,38,649 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹84,422

Regular plan

₹81,151

Direct earns ₹3,271 more on a ₹60K investment0.55% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryArbitrage
Plan Typeregular
Optiongrowth
AUM₹8,917 Cr
Expense Ratio1.02%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 ARBITRAGE INDEX
Launch Date14 Aug 2014
AMFI Code130771

Risk Metrics

Trailing 1 year, annualised

-0.38

Sharpe Ratio

Alpha

Beta

-0.39

Sortino

0.79%

Std Dev

-0.24%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Debt11 holdings · 19.3%
Security% NAV

Punjab National Bank (15/09/2026) **

INE160A16UT0

4.67%

Union Bank of India (12/03/2027) **

INE692A16LU9

2.59%

Union Bank of India (12/03/2027)

INE692A16LU9

2.42%

Mahindra & Mahindra Financial Services Limited (18/02/2027) **

INE774D14TL6

1.56%

Mahindra & Mahindra Financial Services Limited (18/02/2027) **

INE774D14TL6

1.46%

Small Industries Dev Bank of India (04/02/2027) **

INE556F16BY8

1.31%

Small Industries Dev Bank of India (04/02/2027)

INE556F16BY8

1.22%

Bank of Baroda (05/02/2027) **

INE028A16LH3

1.04%

National Bank For Agriculture and Rural Development (17/02/2027) **

INE261F16AK6

1.04%

Small Industries Dev Bank of India (18/02/2027) **

INE556F16CB4

1.04%

HDFC Bank Limited (11/09/2026) **

INE040A16HN4

1.00%
Fund Units2 holdings · 25.2%
Security% NAV

Axis Money Market Fund - Direct Plan - Growth Option

INF846K01Q62

14.62%

Axis Money Market Fund - Direct Plan - Growth Option

INF846K01Q62

10.57%
Other37 holdings · 64.9%
Security% NAV

HDFC Bank Limited

INE040A01034

4.92%

HDFC Bank Limited

INE040A01034

4.41%

ICICI Bank Limited

INE090A01021

3.19%

ICICI Bank Limited

INE090A01021

3.16%

Reliance Industries Limited

INE002A01018

2.91%

Bharti Airtel Limited

INE397D01024

2.54%

Kotak Mahindra Bank Limited

INE237A01036

2.45%

Kotak Mahindra Bank Limited

INE237A01036

2.29%

Reliance Industries Limited

INE002A01018

2.16%

Bharti Airtel Limited

INE397D01024

2.03%

Bharat Heavy Electricals Limited

INE257A01026

1.98%

State Bank of India

INE062A01020

1.93%

Bharat Electronics Limited

INE263A01024

1.56%

State Bank of India

INE062A01020

1.55%

ITC Limited

INE154A01025

1.53%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

1.53%

Sun Pharmaceutical Industries Limited

INE044A01036

1.40%

Eternal Limited

INE758T01015

1.38%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

1.35%

Adani Enterprises Limited

INE423A01024

1.30%

Bharat Electronics Limited

INE263A01024

1.28%

UltraTech Cement Limited

INE481G01011

1.25%

Jio Financial Services Limited

INE758E01017

1.22%

UltraTech Cement Limited

INE481G01011

1.21%

Titan Company Limited

INE280A01028

1.19%

Tata Steel Limited

INE081A01020

1.16%

Eternal Limited

INE758T01015

1.16%

Grasim Industries Limited

INE047A01021

1.14%

Grasim Industries Limited

INE047A01021

1.14%

Tata Steel Limited

INE081A01020

1.14%

ITC Limited

INE154A01025

1.12%

8.1% Kotak Mahindra Prime Limited (10/04/2026) **

INE916DA7SK5

1.11%

JSW Steel Limited

INE019A01038

1.09%

Jio Financial Services Limited

INE758E01017

1.06%

Mahindra & Mahindra Limited

INE101A01026

1.06%

Vodafone Idea Limited

INE669E01016

1.03%

Container Corporation of India Limited

INE111A01025

0.99%

Performance Comparison

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Investment Objective

Axis Arbitrage Fund - Regular Plan - Growth aims to generate returns by exploiting price differentials between cash and derivatives markets. These funds offer equity taxation benefits with relatively low volatility, making them suitable as an alternative to liquid funds.

About This Fund

Axis Arbitrage Fund - Regular Plan - Growth is a Arbitrage mutual fund offered by Axis Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹8,917 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 ARBITRAGE INDEX. The current expense ratio is 1.02%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations