August 11, 2026
mayank
Axis Income Plus Arbitrage Active FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 15.69 |
| NAV IDCW (Rs.) | 15.71 |
| Monthly NAV IDCW (Rs.) | 15.71 |
| Quarterly NAV-IDCW (Rs.) | 12.26 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) |
| AUM Rs. | 2,133 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.05% |
| 1 Year Return (%) | 6.17 |
| 3 Year Return (%) | 7.96 |
| 5 Year Return (%) | 6.80 |
| 10 Year Return (%) | — |
| Return Since Launch | 7.15% |
Suitable For Which Investors?
Income plus Arbitrage funds are suitable for:
1. Debt allocation in your long term portfolio
2. Earning marginally higher returns than fixed deposits, with moderate volatility and flexibility to redeem anytime
3. Investment horizon of 1-3 years
Note:
• Unlike FD, there is no guarantee of returns
• Not suitable for long term wealth creation
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
Fund’s Investment Strategy:
The scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds.
Fund Manager:
1) Anagha Darade
Education: Ms. Darade has done B.Com and CA
Experience: Prior to joining Axis Mutual Fund, she has worked with Haribhakti & Co. and R.S. Sanghai & Associates
2) Devang Shah
Education: Mr. Shah is B.Com and ACA.
Experience: Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
3) Hardik Shah
Education: Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience: Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Axis Income Plus Arbitrage Active FoF
| Fund House | Axis Mutual Fund |
| Launch Date | 28-Jan-20 |
| Return Since Launch | 7.15% |
| Benchmark | NIFTY Composite Debt Index (65), NIFTY 50 Arbitrage TRI (35) |
| Riskometer | Moderate |
| Type | Open-ended |
| Assets | Rs 2,133 Cr |
| (As on 30-Jun-2026) | |
| Base Expense Ratio | 0.05% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Axis Income Plus Arbitrage Active FoF Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Income Plus Arbitrage Active FoF Dir | 3.83 | 0.06 | 0.36 | 2.07 | 3.36 | 6.17 | 7.96 | 6.8 | — | — |
| Hybrid: Income plus Arbitrage | 3.67 | 0.06 | 0.39 | 2.03 | 3.28 | 5.9 | — | — | — | — |
| Rank within category | 5 | 13 | 17 | 11 | 6 | 3 | — | — | — | — |
| Number of funds in category | 20 | 22 | 22 | 22 | 21 | 18 | 0 | 0 | 0 | 0 |
Peer Comparison of Axis Income Plus Arbitrage Active FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Income Plus Arbitrage Active FoF Dir | Unrated | 6.17 | 7.96 | 6.80 | 0.05 | 2,133 | 7.15 | — | 6Y 6M | — |
| Kotak Income Plus Arbitrage Omni FoF Dir | Unrated | 6.11 | 7.81 | — | 0.06 | 7,730 | 7.78 | — | 3Y 8M | — |
| ICICI Pru Income Plus Arbitrage Omni FoF Dir | Unrated | 6.64 | 9.73 | 9.91 | 0.06 | 3,040 | 9.58 | — | 13Y 7M | 3.00 |
| HDFC Income Plus Arbitrage Active FoF Dir | Unrated | 5.84 | 9.65 | 10.79 | 0.02 | 2,597 | 11.12 | — | 13Y 7M | — |
| SBI Income Plus Arbitrage Active FoF Dir | Unrated | 5.87 | — | — | 0.09 | 1,825 | 5.81 | — | 1Y 3M | — |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,23,654 | 2,31,243 |
| Large (%) | 75.51 | 73.34 |
| Mid (%) | 18.93 | 21.19 |
| Small (%) | 5.57 | 5.74 |
| Fund | Category | |
| Number of Securities | 7 | 5 |
| Macaulay Duration (yrs) | — | — |
| Average Maturity (yrs) | — | — |
| Yield to Maturity (%) | — | — |
| Avg Credit Rating | AAA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks