Should I invest in Axis Arbitrage Fund?

We don't give personal investment advice. Axis Arbitrage Fund - Regular Plan - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 6.00%.

Axis

Axis Arbitrage Fund - Regular Plan - Growth

Latest NAV

₹19.8476

As of

17 Jul 2026

2,935 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.09%	+0.09%	+0.01	8 / 27	Q2
1W	+0.12%	+0.13%	-0.01	20 / 27	Q3
2W	+0.18%	+0.22%	-0.04	25 / 27	Q4
1M	+0.58%	+0.55%	+0.03	8 / 27	Q2
3M	+1.37%	+1.37%	+0.00	14 / 27	Q3
6M	+2.96%	+2.89%	+0.07	9 / 24	Q2
YTD	+3.27%	+3.20%	+0.08	9 / 24	Q2
1Y	+5.92%	+5.77%	+0.15	9 / 22	Q2
2Y	+6.35%	+6.15%	+0.20	4 / 18	Q1
3Y	+6.78%	+6.55%	+0.23	3 / 15	Q1
4Y	+6.58%	+6.36%	+0.22	5 / 14	Q2
5Y	+6.00%	+5.66%	+0.34	2 / 11	Q1
7Y	+5.49%	+5.25%	+0.25	3 / 9	Q2
10Y	+5.70%	+5.66%	+0.04	2 / 3	Q3
Inception	+5.91%	+5.14%	+0.77	11 / 27	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.27%	+3.20%	+0.08	9 / 24
2025	+6.29%	+6.01%	+0.27	6 / 20
2024	+7.47%	+7.13%	+0.34	3 / 17
2023	+6.93%	+6.82%	+0.11	8 / 15
2022	+4.18%	+3.71%	+0.47	2 / 12
2021	+3.89%	+3.34%	+0.55	1 / 11
2020	+4.02%	+3.88%	+0.14	4 / 9
2019	+5.83%	+6.00%	-0.17	5 / 6
2018	+6.07%	+5.89%	+0.18	1 / 3
2017	+5.34%	+5.76%	-0.42	3 / 3
2016	+6.97%	+6.84%	+0.13	1 / 2

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+5.80%

133 windows

min 2.9% · max 8.0%

100% positive

3-Year rolling

+5.62%

109 windows

min 3.9% · max 7.0%

100% positive

5-Year rolling

+5.41%

85 windows

min 4.7% · max 6.5%

100% positive

7-Year rolling

+5.41%

60 windows

min 5.2% · max 5.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.46%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.29%

May 2026 → May 2026

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Arbitrage Fund

Scheme	Fund house	NAV	As of
quant Arbitrage Fund - Growth Option - Regular Plan	Quant	₹10.8920	17 Jul 2026
Motilal Oswal Arbitrage Fund-Regular Plan-Growth	Motilal Oswal	₹11.0068	17 Jul 2026
Mirae Asset Arbitrage Fund Regular Growth	Mirae Asset	₹13.8180	17 Jul 2026
Parag Parikh Arbitrage Fund - Regular Plan Growth	Parag Parikh	₹11.9186	17 Jul 2026
Edelweiss Arbitrage Fund- Regular Plan- Growth Option	Edelweiss	₹20.5874	17 Jul 2026
DSP Arbitrage Fund - Regular - Growth	DSP	₹15.8460	17 Jul 2026
HSBC Arbitrage Fund - Regular Growth	HSBC	₹20.1640	17 Jul 2026
BARODA BNP PARIBAS ARBITRAGE FUND- REGULAR PLAN- GROWTH OPTION	Baroda BNP Paribas	₹16.9993	17 Jul 2026
PGIM India Arbitrage Fund - Regular Plan - Growth	PGIM India	₹19.4478	17 Jul 2026
Bajaj Finserv Arbitrage Fund- Regular Plan-Growth	Bajaj Finserv	₹11.9100	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.8476
16 Jul 2026	₹19.8290
15 Jul 2026	₹19.8299
14 Jul 2026	₹19.8370
13 Jul 2026	₹19.8228
10 Jul 2026	₹19.8247
9 Jul 2026	₹19.8214
8 Jul 2026	₹19.8255
7 Jul 2026	₹19.8275
6 Jul 2026	₹19.8191

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Arbitrage Fund - Regular Plan - Growth is ₹19.8476. It's a Arbitrage Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Arbitrage Fund - Regular Plan - Growth has NAV history starting from 21 Aug 2014, a track record of about 11 years 10 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Arbitrage Fund - Regular Plan - Growth is managed by Axis. It's classified by AMFI under the 'Arbitrage Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Arbitrage Fund - Regular Plan - Growth has delivered a absolute return of 5.92% — +0.15 pp ahead of the Arbitrage Fund category average of 5.77%. The fund ranks #9 of 22 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Arbitrage Fund - Regular Plan - Growth has delivered a CAGR of 6.78% — +0.23 pp ahead of the Arbitrage Fund category average of 6.55%. The fund ranks #3 of 15 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Axis Arbitrage Fund - Regular Plan - Growth has delivered a CAGR of 6.00% — +0.34 pp ahead of the Arbitrage Fund category average of 5.66%. The fund ranks #2 of 11 in its category — the top (Q1) quartile.

₹1 lakh invested in Axis Arbitrage Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹174,000 today — a multiplier of 1.74×, based on the 10-year CAGR of 5.70%. The category average over the same window would have grown ₹1 lakh to ₹173,352.

A ₹10,000 monthly SIP in Axis Arbitrage Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹705,983 today. That's an XIRR (money-weighted annualised return) of 6.44%.

A ₹10,000 monthly SIP for 10 years in Axis Arbitrage Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹1,615,219 (multiplier 1.35×). XIRR: 5.79%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Arbitrage Fund - Regular Plan - Growth ranks #2 out of 11 funds in the Arbitrage Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 5.66%; this fund delivered 6.00%.

The worst peak-to-trough decline Axis Arbitrage Fund - Regular Plan - Growth has experienced over the last 5-year window is 0.29% — its NAV fell from a high on 19 May 2026 to a low on 29 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Arbitrage Fund - Regular Plan - Growth averaged 5.41% (best 6.48%, worst 4.74%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.13 — negative risk-adjusted performance.

In calendar year 2025, Axis Arbitrage Fund - Regular Plan - Growth returned 6.29% — beating the Arbitrage Fund category average of 6.01% by 0.27 pp. It ranked #6 of 20 in its category that year.

Axis Arbitrage Fund - Regular Plan - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Axis Arbitrage Fund - Regular Plan - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 6.00%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Arbitrage Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Arbitrage Fund

Recent NAVs

Frequently asked questions

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