Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
Fund House: Axis Mutual Fund
Category: Fund of Funds-Income Plus Arbitrage
Status: Open Ended Schemes
Launch Date: 05-01-2020
Minimum Investment: 100.0
Asset Class: Fixed Income
Minimum Topup: 100.0
Benchmark: NIFTY Composite Debt Index
Total Assets: 377.91 As on (30-05-2025)
Expense Ratio: 0.45% As on (31-05-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 11-06-2025
14.4235
-0.0078
CAGR Since Inception
7.06%
NIFTY Composite Debt Index 7.37%
PERFORMANCE
| Scheme Performance (%) | 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 | 9.72 | 8.03 | 6.82 | - | 7.06 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | 8.42 | 9.7 | 9.22 | 8.04 | 6.48 |
Funds Manager
Mr. Devang Shah, Mr. Hardik Shah, Mr. Anagha Darade and Mr. Karthik Kumar
RETURNS CALCULATORS for Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Income Plus Arbitrage Active FOF Reg Gr | 05-01-2020 | 9.72 | 8.44 | 8.03 | 6.82 | 0.0 |
| DSP Income Plus Arbitrage FOF Reg Gr | 21-08-2014 | 9.92 | 11.24 | 10.36 | 8.39 | 7.07 |
| ICICI Pru Income plus Arbitrage Active FOF Gr | 18-12-2003 | 9.7 | 12.59 | 12.01 | 12.46 | 8.96 |
| Kotak Income Plus Arbitrage FOF Reg Gr | 17-11-2022 | 9.6 | 8.77 | 0.0 | 0.0 | 0.0 |
| ABSL Debt Plus Arbitrage FoF Sch Reg Gr | 01-12-2006 | 9.09 | 7.92 | 7.45 | 6.35 | 7.15 |
| Bandhan Income Plus Arbitrage FoF Reg Gr | 13-09-2004 | 8.77 | 7.66 | 7.27 | 6.0 | 7.16 |
| HSBC Income Plus Arbitrage Active FOF Gr | 30-04-2014 | 7.33 | 8.0 | 7.79 | 7.29 | 6.52 |
| HDFC Income Plus Arbitrage Active FOF Reg Gr | 06-02-2012 | 3.24 | 12.91 | 14.97 | 17.25 | 11.36 |
Asset Allocation (%)
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 | - | - | - | - | - | - |