Axis Arbitrage Direct Growth

Scheme Type
Open-ended
Scheme Category
Arbitrage
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 2014.49
Expense Ratio
0.28%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 87631
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
13.6343
(0.04 %)
NAV as on 2018-12-13
Returns
Fund
Axis Arbitrage Direct Growth
1 Year
6.91%
3 Year
7%
5 Year
6.29%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Suitability
This product is suitable for investors who are seeking
• Income over short to medium term
• Investment in arbitrage opportunities in the cash & derivatives segment of the equity market
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,122
Portfolio Value
122
Total Returns