Axis Arbitrage Fund vs Edelweiss Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Arbitrage Fund and Edelweiss Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Axis Arbitrage Fund (Direct) returned 7.3% a year and Edelweiss Arbitrage Fund (Direct) returned 7.4% a year. Axis Arbitrage Fund charges 1.40% a year and Edelweiss Arbitrage Fund 1.53% (Direct plans). Their portfolios overlap 52.0%: they hold 138 of the same securities.
Edelweiss Arbitrage Fund
Arbitrage
- 3 year return
- 7.4%
- Expense ratio
- 1.53%
- NAV
- ₹22.63
Which is better, Axis Arbitrage or Edelweiss Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Arbitrage returned more over 5 years: 6.9% a year against 6.8%.
- Edelweiss Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- Axis Arbitrage costs less: 1.40% a year against 1.53% (Direct plans).
- Axis Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Edelweiss Arbitrage fell less in its worst fall since 21-08-2014: −0.5% against −0.6%.
- Edelweiss Arbitrage is the larger fund: ₹14,250 Cr against ₹10,168 Cr.
- Their portfolios overlap 52.0%: 138 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Arbitrage Fund | Edelweiss Arbitrage Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | Edelweiss Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹10,168 Cr (30-09-2026) | ₹14,250 Cr (30-09-2026) |
| NAV | ₹22.09 (Direct) | ₹22.63 (Direct) |
| Expense ratio (Direct) | 1.40% | 1.53% |
| Expense ratio (Regular) | 2.09% | 2.20% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 14-08-2014 | 27-06-2014 |
| Minimum investment | ₹500 | ₹100 |
| Lock in | None | None |
| Fund managers | Devang Shah, Sachin Jain | Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval |
| Exit load | Exit load of 0.25% if redeemed within 15 days. | "Exit Load: • 0.25% if units are redeemed/switched out on or before 15 days from the date of allotment • Nil if units are redeemed/switched out after 15 days" |
Axis Arbitrage vs Edelweiss Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | +0.52% | +1.52% | +3.22% | +6.68% | +7.31% | +6.84% | +6.44% |
| Edelweiss Arbitrage Fund (Direct) | +0.53% | +1.49% | +3.25% | +6.66% | +7.37% | +6.92% | +6.52% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
Axis Arbitrage vs Edelweiss Arbitrage: Year-wise Returns
| Year | AxisAxis Arbitrage | EdelweissEdelweiss Arbitrage |
|---|---|---|
| 2026to date | +5.44% | +5.42% |
| 2025 | +7.06% | +7.07% |
| 2024 | +8.26% | +8.44% |
| 2023 | +7.68% | +7.89% |
| 2022 | +4.95% | +5.11% |
| 2021 | +4.61% | +4.58% |
Axis Arbitrage vs Edelweiss Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,272 of them, one for each trading day from 21-08-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Arbitrage Fund (Direct)
Edelweiss Arbitrage Fund (Direct)
to
May 2018Dec 2016
to
Dec 2019Jun 2018
to
Jun 2021Jan 2020
to
Jan 2023Aug 2021
to
Aug 2024Feb 2023
to
Feb 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Arbitrage | 0.0 | 10.7 | 89.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.8% | 4.6% | 7.8% |
| Edelweiss Arbitrage | 0.0 | 8.3 | 91.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.6% | 6.8% | 4.8% | 7.9% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 21-08-2014. Past returns do not promise future returns.
Axis Arbitrage vs Edelweiss Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 21-08-2014 to 30-10-2026: 147 instalments, ₹14,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis ArbitrageAxis Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,26,621 | ₹7,56,621 | 6.5% |
| Edelweiss ArbitrageEdelweiss Arbitrage Fund (Direct) | ₹14,70,000 | ₹22,41,311 | ₹7,71,311 | 6.6% |
Axis ArbitrageAxis Arbitrage Fund (Direct)
Edelweiss ArbitrageEdelweiss Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Arbitrage vs Edelweiss Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Arbitrage Fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.66% |
| Standard deviation | 1.33% | 1.28% |
| Sharpe ratio | 1.08 | 1.11 |
| Sortino ratio | 1.66 | 1.73 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.31% | +7.37% |
| Standard deviation | 1.05% | 1.05% |
| Sharpe ratio | 1.23 | 1.27 |
| Sortino ratio | 1.88 | 1.98 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +6.92% |
| Standard deviation | 0.97% | 0.98% |
| Sharpe ratio | 1.07 | 1.15 |
| Sortino ratio | 1.63 | 1.77 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.70% | +6.84% |
| Standard deviation | 1.02% | 0.99% |
| Sharpe ratio | 0.95 | 1.08 |
| Sortino ratio | 1.41 | 1.63 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.5% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 21-08-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Arbitrage Fund (Direct)
Edelweiss Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 30-03-2020 | 5 days | −0.0% |
| Edelweiss Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 03-06-2020 | 14-08-2020 | 2 months | −0.0% |
From daily values since 21-08-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
Edelweiss Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
Edelweiss Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
Edelweiss Arbitrage Fund (Direct)
Axis Arbitrage vs Edelweiss Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Arbitrage Fund, September 2026; Edelweiss Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 52.0%
- Held by both
- 138
- Only in Axis Arbitrage
- 16
- Only in Edelweiss Arbitrage
- 53
| Security | % of Axis Arbitrage | % of Edelweiss Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.06% | 5.01% |
| ICICI Bank Limited | 3.83% | 5.42% |
| Reliance Industries Limited | 3.77% | 2.66% |
| Bharti Airtel Limited | 2.22% | 1.50% |
| Axis Bank Limited | 1.38% | 1.53% |
| Adani Enterprises Limited | 1.31% | 1.61% |
| Small Industries Dev Bank of India (18/02/2027) | 1.29% | 1.20% |
| State Bank of India | 2.63% | 1.16% |
| Canara Bank | 1.19% | 1.15% |
| Vodafone Idea Limited | 1.14% | 1.61% |
| Indus Towers Limited | 1.12% | 1.71% |
| Hindalco Industries Limited | 1.16% | 1.08% |
| JSW Steel Limited | 1.04% | 1.05% |
| Infosys Limited | 1.15% | 1.01% |
| Bharat Heavy Electricals Limited | 2.64% | 0.98% |
| Adani Power Limited | 1.01% | 0.97% |
| Hindustan Unilever Limited | 1.18% | 0.94% |
| Glenmark Pharmaceuticals Limited | 0.93% | 1.29% |
| Steel Authority of India Limited | 0.80% | 0.85% |
| Bajaj Finance Limited | 1.43% | 0.77% |
| Coal India Limited | 1.19% | 0.73% |
| ITC Limited | 0.76% | 0.72% |
| Punjab National Bank | 0.79% | 0.71% |
| Punjab National Bank (10/02/2027) | 0.96% | 0.69% |
| Yes Bank Limited | 0.66% | 0.87% |
| Manappuram Finance Limited | 0.87% | 0.62% |
| NMDC Limited | 0.60% | 1.35% |
| Divi's Laboratories Limited | 1.25% | 0.58% |
| HDFC Life Insurance Company Limited | 0.68% | 0.58% |
| Tata Steel Limited | 1.83% | 0.56% |
| Kotak Mahindra Bank Limited | 1.58% | 0.56% |
| Bharat Electronics Limited | 1.30% | 0.49% |
| Crompton Greaves Consumer Electricals Limited | 0.61% | 0.48% |
| Bank of Baroda | 0.47% | 0.73% |
| NTPC Limited | 0.47% | 1.37% |
| Adani Energy Solutions Limited | 0.43% | 2.01% |
| Jio Financial Services Limited | 1.07% | 0.42% |
| Life Insurance Corporation Of India | 0.69% | 0.42% |
| Cholamandalam Investment and Finance Company Ltd | 1.13% | 0.40% |
| Adani Green Energy Limited | 0.38% | 0.46% |
| Cummins India Limited | 1.40% | 0.37% |
| UltraTech Cement Limited | 0.81% | 0.36% |
| Small Industries Dev Bank of India (16/12/2026) | 0.49% | 0.35% |
| Indian Oil Corporation Limited | 0.35% | 0.43% |
| Indian Bank (05/02/2027) | 0.48% | 0.34% |
| Ashok Leyland Limited | 0.33% | 0.63% |
| Biocon Limited | 0.78% | 0.32% |
| Godrej Properties Limited | 0.42% | 0.32% |
| The Indian Hotels Company Limited | 0.41% | 0.32% |
| The Federal Bank Limited | 0.78% | 0.31% |
| Bandhan Bank Limited | 0.31% | 0.75% |
| Ambuja Cements Limited | 0.41% | 0.29% |
| Power Finance Corporation Limited | 0.27% | 0.61% |
| Container Corporation of India Limited | 0.58% | 0.26% |
| Varun Beverages Limited | 0.72% | 0.25% |
| APL Apollo Tubes Limited | 0.70% | 0.24% |
| Punjab National Bank (15/12/2026) | 0.24% | 0.35% |
| Coforge Limited | 0.24% | 0.55% |
| UPL Limited | 0.24% | 0.50% |
| Astral Limited | 0.35% | 0.23% |
| HDFC Asset Management Company Limited | 0.23% | 0.23% |
| Maruti Suzuki India Limited | 0.33% | 0.22% |
| Bank of India | 0.31% | 0.22% |
| SBI Cards and Payment Services Limited | 0.25% | 0.22% |
| Tata Consumer Products Limited | 0.21% | 0.32% |
| Swiggy Limited | 0.18% | 0.25% |
| Apollo Hospitals Enterprise Limited | 0.68% | 0.17% |
| HDFC Bank Limited (22/01/2027) | 0.48% | 0.17% |
| IndusInd Bank Limited | 0.16% | 0.36% |
| Jindal Steel Limited | 0.16% | 0.20% |
| Fortis Healthcare Limited | 0.18% | 0.14% |
| Marico Limited | 0.18% | 0.14% |
| National Bank For Agriculture and Rural Development (18/03/2027) | 0.14% | 0.68% |
| Aurobindo Pharma Limited | 0.14% | 0.56% |
| Bajaj Auto Limited | 0.14% | 0.19% |
| Union Bank of India | 0.17% | 0.13% |
| Hitachi Energy India Limited | 0.16% | 0.13% |
| Info Edge (India) Limited | 0.12% | 0.52% |
| Torrent Pharmaceuticals Limited | 0.12% | 0.39% |
| GE Vernova T&D India Limited | 0.47% | 0.11% |
| Indian Energy Exchange Limited | 0.26% | 0.11% |
| Tata Motors Passenger Vehicles Limited | 0.24% | 0.11% |
| JSW Energy Limited | 0.11% | 0.15% |
| PNB Housing Finance Limited | 0.11% | 0.13% |
| RBL Bank Limited | 0.11% | 0.14% |
| Bank of Baroda (25/01/2027) | 1.20% | 0.10% |
| Laurus Labs Limited | 0.10% | 0.25% |
| AU Small Finance Bank Limited | 0.10% | 0.37% |
| Hindustan Petroleum Corporation Limited | 0.14% | 0.09% |
| Inox Wind Limited | 0.09% | 0.12% |
| Tata Power Company Limited | 0.09% | 0.15% |
| Shriram Finance Limited | 0.09% | 0.12% |
| Muthoot Finance Limited | 0.30% | 0.08% |
| Max Financial Services Limited | 0.08% | 0.15% |
| Lupin Limited | 0.28% | 0.07% |
| KEI Industries Limited | 0.08% | 0.07% |
| Hindustan Aeronautics Limited | 0.47% | 0.06% |
| Pidilite Industries Limited | 0.09% | 0.06% |
| Larsen & Toubro Limited | 0.06% | 0.64% |
| IDFC First Bank Limited | 0.06% | 0.65% |
| TVS Motor Company Limited | 0.06% | 1.10% |
| United Spirits Limited | 0.16% | 0.05% |
| Supreme Industries Limited | 0.05% | 0.14% |
| Hindustan Zinc Limited | 0.05% | 0.27% |
| Patanjali Foods Limited | 0.05% | 0.05% |
| LIC Housing Finance Limited | 0.70% | 0.04% |
| Asian Paints Limited | 0.09% | 0.04% |
| NBCC (India) Limited | 0.04% | 0.13% |
| GAIL (India) Limited | 0.04% | 0.05% |
| National Aluminium Company Limited | 0.04% | 0.04% |
| Vedanta Limited | 0.04% | 0.28% |
| Kalyan Jewellers India Limited | 0.04% | 0.28% |
| InterGlobe Aviation Limited | 0.04% | 0.11% |
| One 97 Communications Limited | 0.04% | 0.14% |
| Samvardhana Motherson International Limited | 0.13% | 0.03% |
| Tube Investments of India Limited | 0.05% | 0.03% |
| Mahindra & Mahindra Limited | 0.04% | 0.03% |
| Bharat Forge Limited | 0.41% | 0.02% |
| Mphasis Limited | 0.09% | 0.02% |
| Dabur India Limited | 0.02% | 0.11% |
| Cipla Limited | 0.02% | 0.05% |
| Delhivery Limited | 0.02% | 0.44% |
| Oil & Natural Gas Corporation Limited | 0.02% | 0.06% |
| Titan Company Limited | 0.02% | 0.26% |
| Computer Age Management Services Limited | 0.02% | 0.03% |
| Eternal Limited | 0.02% | 0.52% |
| Bajaj Finserv Limited | 0.02% | 0.06% |
| SRF Limited | 0.11% | 0.01% |
| Suzlon Energy Limited | 0.05% | 0.01% |
| Sagility Limited | 0.03% | 0.01% |
| Sun Pharmaceutical Industries Limited | 0.02% | 0.01% |
| PG Electroplast Limited | 0.02% | 0.01% |
| Bharat Petroleum Corporation Limited | 0.01% | 0.14% |
| Eicher Motors Limited | 0.01% | 0.38% |
| Godrej Consumer Products Limited | 0.01% | 0.07% |
| Avenue Supermarts Limited | 0.01% | 0.01% |
| Aditya Birla Capital Limited | 0.01% | 0.07% |
| Trent Limited | 0.01% | 0.21% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 52.0% means 52.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Arbitrage Fund
| Security | % of fund |
|---|---|
| Axis Money Market Fund - Direct Plan - Growth Option | 13.06% |
| Canara Bank (10/02/2027) | 1.92% |
| National Bank For Agriculture and Rural Development (10/03/2027) | 1.91% |
| Small Industries Dev Bank of India (04/02/2027) | 1.87% |
| Canara Bank (02/02/2027) | 1.68% |
Largest holdings only in Edelweiss Arbitrage Fund
| Security | % of fund |
|---|---|
| EDELWEISS LIQUID FUND - DIRECT PL -GR | 7.91% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 4.08% |
| SIDBI CD RED 11-06-2027 | 2.00% |
| CANARA BANK CD RD 29-06-27 | 1.33% |
| SIDBI CD RED 25-03-2027 | 1.02% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Arbitrage | Edelweiss Arbitrage |
|---|---|---|
| Equity | 69.7% | 69.1% |
| Debt | 17.2% | 16.3% |
| Cash and others | 13.1% | 14.6% |
Market cap of stocks
| Market cap | Axis Arbitrage | Edelweiss Arbitrage |
|---|---|---|
| Large Cap | 54.4% | 51.3% |
| Mid Cap | 12.1% | 14.6% |
| Small Cap | 3.2% | 3.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Arbitrage | Edelweiss Arbitrage |
|---|---|---|
| Banks | 18.6% | 20.1% |
| Finance | 6.3% | 3.5% |
| Power | 2.5% | 5.2% |
| Telecom - Services | 4.5% | 4.8% |
| Petroleum Products | 4.3% | 3.3% |
| Ferrous Metals | 3.8% | 2.7% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Arbitrage vs Edelweiss Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Arbitrage Fund | Edelweiss Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.40% | 1.53% |
| Base expense ratio (Direct) | 0.27% | 0.33% |
| Total expense ratio (Regular) | 2.09% | 2.20% |
| Base expense ratio (Regular) | 0.86% | 0.90% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Arbitrage with
Axis Arbitrage Fund vs Edelweiss Arbitrage Fund: Frequently Asked Questions
What is the difference between Axis Arbitrage Fund and Edelweiss Arbitrage Fund?
Both are Arbitrage funds, run by Axis Mutual Fund and Edelweiss Mutual Fund. Their portfolios overlap 52.0%. Axis Arbitrage Fund charges 1.40% a year and Edelweiss Arbitrage Fund 1.53%.
Which has given higher returns, Axis Arbitrage Fund or Edelweiss Arbitrage Fund?
Over 1 year: Axis Arbitrage Fund +6.68%, Edelweiss Arbitrage Fund +6.66%. Over 3 years: Axis Arbitrage Fund +7.31% a year, Edelweiss Arbitrage Fund +7.37% a year. Over 5 years: Axis Arbitrage Fund +6.84% a year, Edelweiss Arbitrage Fund +6.92% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Arbitrage Fund or Edelweiss Arbitrage Fund?
Axis Arbitrage Fund charges less: 1.40% a year against 1.53%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Arbitrage Fund and Edelweiss Arbitrage Fund overlap?
52.0%. They hold 138 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Axis Arbitrage Fund or Edelweiss Arbitrage Fund?
On SEBI's riskometer, Axis Arbitrage Fund is rated Low and Edelweiss Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.05% and 1.05% a year.
Which is better for SIP, Axis Arbitrage Fund or Edelweiss Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,700 in Axis Arbitrage Fund (XIRR 7.1% a year) and ₹7,33,242 in Edelweiss Arbitrage Fund (XIRR 7.2% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Axis Arbitrage Fund and Edelweiss Arbitrage Fund?
Yes. 52.0% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Axis Arbitrage Fund and Edelweiss Arbitrage Fund?
Axis Arbitrage Fund: Devang Shah, Sachin Jain. Edelweiss Arbitrage Fund: Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.