Axis Arbitrage Fund Direct Growth

Scheme code: INF846K01PZ1 NAV value: ₹ 20.0278 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Arbitrage Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.129.058.127.96
3 year4.527.305.725.51
5 year5.457.156.005.77
7 year5.886.696.186.26
10 year6.476.706.606.51

Comparison vs benchmark returns

Index Metrics
NIFTY 50 ARBITRAGE
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.328.977.658.12
3 year 3.37.145.035.72
5 year 4.155.614.816
7 year 4.557.175.696.18
10 year -2.596.695.836.6
12 year -1.646.215.87
15 year -0.016.263.14

Rolling return for 1 year

- Average return: 8.12% - Median return: 8.16% - Average standard deviation: 0.46

Rolling return for 3 year

- Average return: 5.72% - Median return: 5.56% - Average standard deviation: 0.14

Rolling return for 5 year

- Average return: 6% - Median return: 5.93% - Average standard deviation: 0.08

Rolling return for 7 year

- Average return: 6.18% - Median return: 6.15% - Average standard deviation: 0.06

Rolling return for 10 year

- Average return: 6.6% - Median return: 6.61% - Average standard deviation: 0.04

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,43,32743,3273.62
3 year36,00,00039,35,3393,35,3393.01
5 year60,00,00069,27,9889,27,9882.92
7 year84,00,0001,03,13,88419,13,8842.98
10 year1,20,00,0001,65,91,74945,91,7493.29

Comparison vs benchmark returns

Index Metrics
NIFTY 50 ARBITRAGE
Duration Average return (%) Fund's return (%)
1 year 3.43.62
3 year 2.773.01
5 year 2.422.92
7 year 2.662.98
10 year 2.743.29

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,327 - Absolute Returns: ₹43,327 - CAGR: 3.62%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,35,339 - Absolute Returns: ₹3,35,339 - CAGR: 3.01%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,27,988 - Absolute Returns: ₹9,27,988 - CAGR: 2.92%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,03,13,884 - Absolute Returns: ₹19,13,884 - CAGR: 2.98%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,65,91,749 - Absolute Returns: ₹45,91,749 - CAGR: 3.29%