Hybrid
|
Arbitrage
|
Dividend
ISIN NO. - INF846K01QA2
LAUNCH DATE - 14-Aug-2014
Returns (CAGR)
1 yr. 7.72
3 yr. 5.56
5 yr. 5.72
Since Inception 6.4%
Risk Category
Low
27-Oct-2023
11.6415
Fund size:
3083.2571 Cr
Exit Load:
Exit load of 0.25% if redeemed within 15 days.
Expense Ratio:
0.31%
Fund House:
Axis Mutual Fund
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. Lump sum Investment ₹500
Min. SIP Investment 100
CATEGORY AVERAGE 1 yr. 4.4% 3 yr. 3.7%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme aims to generate income through low volatility absolute return strategies that take advantage of opportunities in the cash and the derivative segments of the equity markets including the arbitrage opportunities available within the derivative segment, by using other derivative based strategies and by investing the balance in debt and money market instruments. ;
With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
Higher Loan Amount: DhanLAP allows you to avail a higher loan amount compared to regular LAMF products, enabling you to meet substantial financial requirements.
Longer Repayment Tenure: You can choose a longer repayment tenure for DhanLAP, giving you more flexibility in managing your loan repayments.
Customized Loan Structures: DhanLAP offers customized loan structures tailored to your financial goals and requirements, providing you with greater control over the loan terms.
Fully End-to-end Digital Process: The documentation process for DhanLAP is fully digital and hassle-free, ensuring a smoother loan application experience.
Avoid Disruption to Investment Strategy: Loan Against Your Axis Arbitrage Fund Direct IDCW with DhanLAP allows you to avoid disrupting your investment strategy and long-term financial goals. Instead of selling or redeeming your mutual fund units, you can leverage them as collateral for a loan and continue to benefit from potential market growth.
Cost-Effective Solution: DhanLAP offers competitive interest rates, making it a cost-effective solution compared to traditional loan options. By opting for a Loan against Your Axis Arbitrage Fund Direct IDCW units with DhanLAP, you can access funds while minimizing the impact on your finances.
Quick Access to Funds: With DhanLAP, you can enjoy quick and convenient access to funds. The loan approval and disbursal process is efficient, allowing you to meet your financial needs promptly.
Flexibility in Loan Utilization: The loan amount obtained through DhanLAP can be used for a wide range of purposes, including home renovation, education expenses, medical emergencies, debt consolidation, or any other financial requirements you may have. You have the freedom to utilize the funds as per your specific needs.
Convenient Repayment Options: DhanLAP provides flexible repayment options tailored to your financial circumstances. You can choose from various repayment tenures and select a repayment plan that suits your cash flow and repayment capabilities.
Simple and Transparent Process: DhanLAP ensures a simplified and transparent loan process. The documentation requirements are clear, and the loan terms and conditions are communicated upfront, providing you with clarity and peace of mind.
By choosing Loan Against Axis Arbitrage Fund Direct IDCW with DhanLAP, you can unlock the value of your investments without liquidating them, enabling you to meet your financial goals while preserving your long-term wealth creation potential.
Fund Name
3Y Returns
Loan Against Axis Multicap Fund Direct Growth
Loan Against Axis Greater China Equity FoF Direct Growth
Loan Against Axis Nifty Midcap 50 Index Fund Direct Growth
Loan Against Axis CRISIL IBX SDL May 2027 Index Fund Direct Growth
Loan Against Axis Nifty 50 Index Fund Direct Growth
Loan Against Axis Equity ETFs FoF Direct Growth
Loan Against Axis Nifty Smallcap 50 Index Fund Direct Growth
Loan Against Axis Nifty Smallcap 50 Index Fund Direct IDCW
Loan Against Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FoF Direct IDCW
Loan Against Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FoF Direct Growth
Loan Against Axis Greater China Equity FoF Direct IDCW
Loan Against Axis Floater Fund Direct Growth
Loan Against Axis Silver FoF Direct IDCW
Loan Against Axis Floater Fund Direct IDCW Monthly
Loan Against Axis Nifty Next 50 Index Fund Direct Growth
Loan Against Axis Equity ETFs FoF Direct IDCW
Loan Against Axis Value Fund Direct IDCW
Loan Against Axis Global Innovation FoF Direct IDCW
Loan Against Axis Nifty 50 Index Fund Direct IDCW
Loan Against Axis Special Situations Fund Direct Growth
Loan Against Axis Silver FoF Direct Growth
Loan Against Axis Quant Fund Direct IDCW
Loan Against Axis Nifty Midcap 50 Index Fund Direct IDCW
Loan Against Axis Value Fund Direct Growth
Loan Against Axis Special Situations Fund Direct IDCW
Loan Against Axis Global Innovation FoF Direct Growth
Loan Against Axis Quant Fund Direct Growth
Loan Against Axis CRISIL IBX SDL May 2027 Index Fund Direct IDCW
Loan Against Axis Multicap Fund Direct IDCW
Loan Against Axis Nifty Next 50 Index Fund Direct IDCW
Loan Against Axis Small Cap Fund Direct Growth
33.21
Loan Against Axis Small Cap Fund Direct IDCW
33.21
Loan Against Axis Growth Opportunities Fund Direct Growth
23.16
Loan Against Axis Growth Opportunities Fund Direct IDCW
23.16
Loan Against Axis Midcap Direct Plan IDCW
22.57
Loan Against Axis Midcap Direct Plan Growth
22.57
Loan Against Axis Nifty 100 Index Fund Direct IDCW
17.63
Loan Against Axis Nifty 100 Index Fund Direct Growth
17.63
Loan Against Axis Flexi Cap Fund Direct IDCW
15.27
Loan Against Axis Flexi Cap Fund Direct Growth
15.27
Loan Against Axis ESG Equity Fund Direct Growth
13.87
Loan Against Axis ESG Equity Fund Direct IDCW
13.87
Loan Against Axis Long Term Equity Direct Plan Growth
13.78
Loan Against Axis Long Term Equity Direct Plan IDCW
13.78
Loan Against Axis Children's Gift Fund Direct Compulsory Lock In Growth
13.21
Loan Against Axis Children's Gift Fund Direct No Lock In Growth
13.21
Loan Against Axis Bluechip Fund Direct Plan Growth
13.06
Loan Against Axis Bluechip Fund Direct Plan IDCW
13.06
Loan Against Axis Equity Hybrid Fund Direct IDCW
12.94
Loan Against Axis Equity Hybrid Fund Direct Growth
12.94
Loan Against Axis Multi Asset Allocation Direct Plan IDCW
12.6
Loan Against Axis Multi Asset Allocation Direct Plan Growth
12.6
Loan Against Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
12.23
Loan Against Axis Retirement Savings Fund Aggressive Plan Direct Growth
11.9
Loan Against Axis Balanced Advantage Fund Direct IDCW
11.69
Loan Against Axis Balanced Advantage Fund Direct Growth
11.69
Loan Against Axis Focused 25 Direct Plan Growth
11.06
Loan Against Axis Focused 25 Direct Plan IDCW
11.06
Loan Against Axis Equity Saver Fund Direct IDCW
11.01
Loan Against Axis Equity Saver Fund Direct Growth
11.01
Loan Against Axis Global Equity Alpha FoF Direct Growth
9.81
Loan Against Axis Global Equity Alpha FoF Direct IDCW
9.81
Loan Against Axis Retirement Savings Fund Conservative Plan Direct Growth
8.77
Loan Against Axis Strategic Bond Fund Direct IDCW Quarterly
8.35
Loan Against Axis Regular Saver Fund Direct IDCW Yearly
8.35
Loan Against Axis Regular Saver Fund Direct Growth
8.35
Loan Against Axis Credit Risk Fund Direct Growth
6.66
Loan Against Axis Credit Risk Fund Direct IDCW Monthly
6.66
Loan Against Axis Strategic Bond Fund Direct Growth
6.07
Loan Against Axis Arbitrage Fund Direct IDCW
5.56
Loan Against Axis Arbitrage Fund Direct Growth
5.56
Loan Against Axis Ultra Short Term Fund Direct IDCW Daily
5.36
Loan Against Axis Ultra Short Term Fund Direct Growth
5.36
Loan Against Axis Corporate Debt Fund Direct Growth
5.33
Loan Against Axis Corporate Debt Fund Direct IDCW
5.33
Loan Against Axis Money Market Fund Direct Growth
5.25
Loan Against Axis Money Market Fund Direct IDCW Yearly
5.25
Loan Against Axis Treasury Advantage Direct Fund Growth
5.23
Loan Against Axis Treasury Advantage Direct Fund Bonus
5.23
Loan Against Axis Gold Direct Plan Growth
5.19
Loan Against Axis Short Term Direct Fund Growth
5.18
Loan Against Axis Short Term Direct Fund IDCW Monthly
5.18
Loan Against Axis All Seasons Debt FoF Direct Growth
5.11
Loan Against Axis All Seasons Debt FoF Direct IDCW Monthly
5.11
Loan Against Axis Gold Direct Plan IDCW
4.97
Loan Against Axis Liquid Direct Fund IDCW Weekly
4.88
Loan Against Axis Liquid Direct Fund Growth
4.88
Loan Against Axis Banking & PSU Debt Direct Plan Growth
4.76
Loan Against Axis Banking & PSU Debt Direct Plan Bonus
4.76
Loan Against Axis Overnight Fund Direct IDCW Monthly
4.65
Loan Against Axis Overnight Fund Direct Growth
4.65
Loan Against Axis Dynamic Bond Direct Fund IDCW Half Yearly
4.23
Loan Against Axis Dynamic Bond Direct Fund Growth
4.23
Loan Against Axis Gilt Fund Direct Plan Growth
4.04
Loan Against Axis Gilt Fund Direct Plan IDCW Half Yearly
4.04
Loan Against Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct IDCW
3.1%
Loan Against Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth
3.1%
