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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Karthik Kumar

13 Mar 25 | 12:00 AM

18.33 0.02 (0.10%)

  • Underperforms

    7.20%

    Return (1Y)

    underperformed Arbitrage Funds by -0.22%

  • Less Volatile

    0.06%

    Standard Deviation (1Y)

    Lower than Arbitrage Funds by -0.01%

  • Inconsistent

    3/12

    Months

    Has underperformed Arbitrage Funds

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVFeb 14Feb 17Feb 19Feb 21Feb 24Feb 27Mar 03Mar 05Mar 07Mar 10Mar 1218.2218.2418.2618.2818.3018.32
JavaScript chart by amCharts 3.20.9AXIS Arbitrage Fund (G)

Scheme Trivia

  • AXIS Arbitrage Fund (G) fund has been the 10th best in 5Y performance in the Arbitrage Funds category

  • AXIS Arbitrage Fund (G) fund has been the 10th best in 3Y performance in the Arbitrage Funds category

  • AXIS Arbitrage Fund (G) fund has been the 10th best in 5Y performance in the Arbitrage Funds category

  • AXIS Arbitrage Fund (G) fund has been given the 4th best Risk adjusted performance for the past 5Y in the Arbitrage Funds category

  • AXIS Arbitrage Fund (G) fund has been the 10th best in 3Y performance in the Arbitrage Funds category

  • AXIS Arbitrage Fund (G) fund has been the 10th best in 5Y performance in the Arbitrage Funds category

  • AXIS Arbitrage Fund (G) fund has been the 10th best in 3Y performance in the Arbitrage Funds category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year AXIS Arbitrage Fund (G), has Underperformed its benchmark, Arbitrage Funds by -0.22% (CAGR difference)

7.20%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.187.207.227.247.267.287.307.327.347.367.387.407.427.44
JavaScript chart by amCharts 3.20.9AXIS Arbitrage Fund (G) Arbitrage Funds

Risk

In last 1 year , the volatility of AXIS Arbitrage Fund (G),is Lower than its benchmark, Arbitrage Funds by -0.01%

0.06%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.06
JavaScript chart by amCharts 3.20.9AXIS Arbitrage Fund (G) Arbitrage Funds

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It has beaten its benchmark, Arbitrage Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonAprMayJunJulAugSepOctNovDecJanFebMar0.20.40.60.8
JavaScript chart by amCharts 3.20.9AXIS Arbitrage Fund (G) Arbitrage Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaAprMayJunJulAugSepOctNovDecJanFebMar-0.06-0.04-0.020.000.02
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 65 Stocks beating the benchmark 77 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition