• 1 Year Returns: 1.78%
• 3 Year Returns: 2.35%
• 5 Year Returns: 1.59%

• Others | 81.75%
• Public Banks | 8.92%
• Specialized Finance | 4.74%
• Private Banks | 2.83%
• Investment Banking & Brokerage | 1.94%

• Net Receivables / (Payables) | 70.47%
• Axis Money Market Fund - Direct Plan - Growth Option | 10.32%
• HDFC Bank Limited (12/06/2026) | 2.39%
• Mahindra & Mahindra Financial Services Limited (18/02/2027) ** | 1.52%
• Nomura Capital India Pvt Limited (16/03/2026) ** | 1.35%

• Cash & Equivalents | 71.40%
• Equity | 69.24%
• Mutual Funds | 11.09%
• Certificate of Deposit | 10.61%
• Commercial Paper | 5.46%

The alpha ratio for the Axis Arbitrage Fund(M-IDCW) is 0.31

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Axis Arbitrage Fund(M-IDCW) is 0.79

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Axis Arbitrage Fund(M-IDCW) is 3.21

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Axis Arbitrage Fund(M-IDCW) is 0.43

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.