August 11, 2026
mayank
Axis Income Plus Arbitrage Passive FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.47 |
| NAV IDCW (Rs.) | 10.47 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Short Duration Index (65), NIFTY 50 Arbitrage TRI (35) |
| AUM Rs. | 104 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.05% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 4.71% |
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 seeeks to generate optimal returns over medium term by investing in passive debt oriented mutual fund schemes and arbitrage funds.
Fund Manager:
1) Aditya Pagaria
Education: Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience: Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager – Fixed Income Operations.
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 Satra
Education: Mr. Satra is a MBA (Financial Planning and Services)
Experience: Mr. Satra has been working as a Fixed Income Analyst for Axis Mutual Fund for more than 9 years.
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 Passive FoF
| Fund House | Axis Mutual Fund |
| Launch Date | 12-Nov-25 |
| Return Since Launch | 4.71% |
| Benchmark | NIFTY Short Duration Index (65), NIFTY 50 Arbitrage TRI (35) |
| Riskometer | Moderate |
| Type | Open-ended |
| Assets | Rs 104 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 Passive FoF Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Income Plus Arbitrage Passive FoF Dir | 3.88 | 0.07 | 0.55 | 1.84 | 3.3 | — | — | — | — | — |
| Hybrid: Income plus Arbitrage | 3.67 | 0.06 | 0.39 | 2.03 | 3.28 | — | — | — | — | — |
| Rank within category | 4 | 9 | 2 | 21 | 10 | — | — | — | — | — |
| Number of funds in category | 20 | 22 | 22 | 22 | 21 | 18 | 0 | 0 | 0 | 0 |
Peer Comparison of Axis Income Plus Arbitrage Passive 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 Passive FoF Dir | Unrated | — | — | — | 0.05 | 104 | 4.71 | — | 8M | — |
| 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 | — |
| Axis Income Plus Arbitrage Active FoF Dir | Unrated | 6.17 | 7.96 | 6.80 | 0.05 | 2,133 | 7.15 | — | 6Y 6M | — |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,17,431 | 2,31,243 |
| Large (%) | 76.00 | 73.34 |
| Mid (%) | 18.10 | 21.19 |
| Small (%) | 5.90 | 5.74 |
| Fund | Category | |
| Number of Securities | 2 | 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.
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