Axis Arbitrage Regular Growth

Hybrid

Axis Mutual Fund

Arbitrage Fund

Get the latest NAV of Axis Arbitrage Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹19.52

▲0.1%1D

NAV as on 02 Apr 2026

5.92%/per year

Since Inception

Absolute Gain%

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Axis Arbitrage Regular Growth Performance vs. Arbitrage Fund Index

Fund returns vs Benchmark returns vs Category Average returns as on (02-Apr-26)

The fund has consistently outperformed the benchmark (Arbitrage Fund Index) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	0.48%	1.53%	3.11%	6.04%	6.91%	5.91%
Arbitrage Fund Index	0.42%	1.44%	3.12%	5.92%	6.52%	5.61%
Arbitrage Fund Avg	0.4%	1.48%	3.1%	6.11%	6.99%	5.99%
Best in Arbitrage Fund	0.71%	1.99%	3.94%	7.38%	7.82%	6.87%
Worst in Arbitrage Fund	0.38%	1.42%	2.78%	5.4%	6.61%	5.65%
Category Rank	4/16	5/16	5/16	7/16	2/14	--

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
Axis Arbitrage Regular Growth	3/16	9,212Cr	1.02%	6.04%	6.91%	--	--	0.99	1.71	--
Edelweiss Arbitrage Fund	1/16	15,452Cr	1.07%	6%	7.01%	--	0.35	1.21	2.32	-1.80
HSBC Arbitrage Fund	2/16	2,433Cr	0.91%	6.06%	6.86%	--	--	0.87	1.59	--
UTI Arbitrage Fund	4/16	11,070Cr	0.78%	6.18%	7.1%	--	--	1.60	3.44	--

See all

Axis Arbitrage Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Axis Arbitrage Regular Growth Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

AAA

100%

Axis Arbitrage Regular Growth Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Cash Equivalent

82.8%

Corporate

12.3%

Government

4.9%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Basic Materials

Feb'26

Financial Services

33%

Corporate

15%

Consumer Cyclical

14%

Jan'26

Financial Services

34%

Consumer Cyclical

15%

Basic Materials

12%

Axis Arbitrage Regular Growth Holdings Details

as on (31-Mar-26)

Holdings	Weight%	1M Change
HDFC Bank Ltd	5.27%	6.2%
ICICI Bank Ltd	3.33%	-11.9%
Reliance Industries Ltd	2.42%	-21.5%
Kotak Mahindra Bank Ltd	1.94%	20.8%
Mahindra & Mahindra Ltd	1.71%	10.2%

See all

Top Stocks bought last month

Kotak Mahindra Prime Limited's allocation increased from 0.17% to 1.49%

Tata Capital Limited's allocation increased from 0.03% to 0.9%

Maruti Suzuki India Ltd's allocation increased from 0.56% to 1.15%

Top Stocks sold last month

HDFC Bank Ltd's allocation decreased from 3.76 % to 3.59 %

Vodafone Idea Ltd's allocation decreased from 3.6 % to 2.6 %

Eternal Ltd's allocation decreased from 2.8 % to 2.5 %

Axis Arbitrage Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	1.02%
Benchmark	NIFTY 50 Arbitrage TR INR
AUM	₹9212 Cr
Inception Date	14 August, 2014
Min Lumpsum/SIP	₹500/₹100
Exit Load	0.2%
Lock In	No Lock-in
TurnOver	1464.18%
Risk	Low Risk

About Axis Arbitrage Regular Growth

Axis Arbitrage Regular Growth is a hybrid fund. This fund was started on 14 August, 2014. The fund is managed by Sachin Jain, Karthik Kumar, Devang Shah. This fund gives you the benefit of diversification.

Key Parameters

Axis Arbitrage Regular Growth has ₹9212 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
The fund has an expense ratio 1.

Returns

Axis Arbitrage Regular Growth has given a CAGR return of 5.92% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.04%, 6.91% and 5.91% respectively.

Holdings

Axis Arbitrage Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Consumer Cyclical, Basic Materials, Industrial, Health, Consumer Defensive, Communication, Energy, Utilities, Government, Real Estate, Tech.

Taxation

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Axis Arbitrage Regular Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Axis Arbitrage Regular Growth has no lock in period.

Fund Manager

Sachin Jain

Fund Manager of Axis Arbitrage Regular Growth, since 9 November 2021

Karthik Kumar

Fund Manager of Axis Arbitrage Regular Growth, since 3 July 2023

Devang Shah

Fund Manager of Axis Arbitrage Regular Growth, since 14 August 2014

Learn more about Axis Mutual Fund

Parameters	Feb'26	Jan'26	Dec'25
AUM	₹ 9.2K Cr	₹ 8.7K Cr	₹ 8.4K Cr

AUM of the fund stands at 9.2K Cr as of Feb'26
AUM increased by 473 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Axis Arbitrage Regular Growth

How do I invest in Axis Arbitrage Regular Growth?

INDmoney makes it simple to invest in the Axis Arbitrage Regular Growth. To do so, follow the steps below:

Download the INDmoney app.
Search for ‘Axis Arbitrage Regular Growth’.
Select whether you want to invest in SIP or lump sum.
Enter the amount you wish to invest.
Set up payments via bank mandate or UPI.

What is the current NAV of Axis Arbitrage Regular Growth?

The NAV of the fund today is ₹19.52. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Arbitrage Regular Growth fund has generated a return of 6.04% in 1 year, 6.91% in 3 years, 5.91% in 5 years.

Who is the fund manager of Axis Arbitrage Regular Growth?

The fund managers are Sachin Jain, Karthik Kumar, Devang Shah.

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.02%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹9212 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Arbitrage Regular Growth?

The top 3 holdings of the fund are Axis Money Market Dir Gr(10.32%), HDFC Bank Ltd(5.27%), ICICI Bank Ltd(3.33%)