Axis Mutual Fund · Hybrid · Arbitrage · Direct plan
Axis Arbitrage Fund - Direct Plan - Growth
₹22.0898NAV on 30 Oct 2026Expense ratio 1.40%
29 Oct 2025NAV low 20.7 · high 22.1+6.7%
In plain words
Over 3 years it returned +7.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.4%.
On 3-year return it ranks 7 of 25 funds in Arbitrage.
A monthly SIP over 10 years ended ₹64,134 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.5% | +1.9% |
| 3 months | +1.5% | -5.1% |
| 6 months | +3.2% | -3.2% |
| 1 year | +6.7% | -10.2% |
| 3 years (yearly) | +7.3% | +7.4% |
| 5 years (yearly) | +6.8% | +6.5% |
| 10 years (yearly) | +6.4% | +11.3% |
| Since start (yearly) | +6.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,730 | +6.5% |
| 3 years | ₹3,60,000 | ₹4,02,007 | +7.0% |
| 5 years | ₹5,90,000 | ₹7,07,672 | +7.1% |
| 10 years | ₹11,90,000 | ₹16,67,807 | +6.5% |
Other plan of this fund: Axis Arbitrage Fund - Regular Plan - Growth