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Axis Inc Pl Arbtg Pasv FOF  IDCW-P

Axis Inc Pl Arbtg Pasv FOF IDCW-P

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Axis CRISILIBXAAANBFCIdxJun2027DirGrUtilities63.60%
Axis Arbitrage Dir GrUtilities35.57%
Clearing Corporation Of India LtdUtilities0.89%
Net Receivables / (Payables)Utilities-0.06%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DS

Devang Shah

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Team

47 years

Combined Team Experience

AUM

₹ 41,215 Cr

Assets Under Management

AP
Aditya Pagaria
Co-Portfolio Manager

Mr. Aditya Pagaria has experience of 20 years. Manages 186 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.

HS
Hardik Satra
Co-Portfolio Manager

Hardik Satra has experience of 5 years. Manages 18 funds at Axis Asset Management Company Limited with an AUM of approximately ₹10,195 Cr

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.41%

iconRegulatory & Tax Information

INF846KA1291
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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