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Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

Category: Fund of Funds-Income Plus Arbitrage
Launch Date: 05-01-2020
Asset Class: Fixed Income
Benchmark: NIFTY Composite Debt Index
Expense Ratio: 0.45% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 20.3 Cr As on (30-04-2025)
Turn over:
NAV (₹): 14.415 ₹ -0 ( -0.0049%)
as on 30-05-2025
CAGR Since Inception - 7.09%
NIFTY Composite Debt Index - 7.37%

Fund Managers

Mr. Devang Shah, Mr. Hardik Shah, Mr. Anagha Darade and Mr. Karthik Kumar


Investment Objective

The Scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes.

PERFORMANCE of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 9.88 7.97 6.86 - 7.09
Benchmark - - - - -
Fund of Funds-Income Plus Arbitrage 9.21 9.47 9.55 7.84 6.52

RETURNS CALCULATOR for Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 1.65 0.07 0.16 0.83 - -
Fund of Funds-Income Plus Arbitrage - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Income Plus Arbitrage Active FOF Reg Gr 05-01-2020 9.88 8.46 7.97 6.86 0.0
ICICI Pru Income plus Arbitrage Active FOF Gr 18-12-2003 11.6 12.77 11.81 12.94 8.63
DSP Income Plus Arbitrage FOF Reg Gr 21-08-2014 10.58 11.86 9.48 8.89 7.03
Kotak Income Plus Arbitrage FOF Reg Gr 17-11-2022 9.93 8.81 0.0 0.0 0.0
ABSL Debt Plus Arbitrage FoF Sch Reg Gr 01-12-2006 9.33 8.01 7.47 6.41 6.95
Bandhan Income Plus Arbitrage FoF Reg Gr 13-09-2004 8.95 7.68 7.27 6.05 7.16
HSBC Income Plus Arbitrage Active FOF Gr 30-04-2014 7.93 8.08 7.64 7.37 6.38
HDFC Income Plus Arbitrage Active FOF Reg Gr 06-02-2012 5.47 13.83 14.67 18.3 10.88

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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