Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Income Plus Arbitrage Active FOF - Regular Plan - IDCW 3.75 4.02 7.34 7.72 6.56 6.92
Nifty 10 yr Benchmark G-Sec 0.09 0.02 8.18 8.47 5.60 7.23
Nifty 50 Arbitrage - TRI N/A N/A N/A N/A N/A N/A
NIFTY Composite Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Income Plus Arbitrage Active FOF - Regular Plan - IDCW Jan 28, 2020 7.34 7.72 6.56 0.45 1,555.42
ICICI Prudential Asset Allocator Fund (FOF) - IDCW Dec 18, 2003 7.13 14.53 15.37 1.27 27,257.74
Kotak Multi Asset Omni FOF - Payout of Income Distribution cum capital withdrawal option Aug 09, 2004 7.96 19.47 19.75 1.01 1,877.08
DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW Aug 21, 2014 6.33 11.29 7.47 0.79 1,662.01
ICICI Prudential Income plus Arbitrage Active FOF - IDCW Dec 18, 2003 5.17 11.44 10.88 0.28 1,631.13
HDFC Income Plus Arbitrage Active FOF - IDCW Option Feb 06, 2012 -1.69 12.27 14.62 0.42 1,617.50

Fund Holdings as on 31-August-2025

  • Axis Corporate Bond Fund - Direct Plan Growth

  • Axis Arbitrage Fund Direct Plan Growth

  • Nippon India Corporate Bond Fund - Direct Plan - Growth Option

  • Kotak Arbitrage Fund - Growth - Direct

  • Aditya Birla SL Corp Bond Fund(G)-Direct Plan

  • Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd

  • Axis Gilt Fund - Direct Plan - Growth Option

View More
  • Miscellaneous

View More

Fund Manager

  • Cash

  • MFU

View More

About Axis Income Plus Arbitrage Active FOF

Scheme Analysis

Axis Income Plus Arbitrage Active FOF is a FoFs (Domestic) - Hybrid fund and belongs to Axis Mutual Fund. It was launched on 28-Jan-2020 and currently has an AUM of ₹1,555.42 crore. Axis Income Plus Arbitrage Active FOF is benchmarked against Nifty 10 yr Benchmark G-Sec as primary index and Nifty 50 Arbitrage - TRI as primary index and NIFTY Composite Debt Index as secondary index.

The NAV of Axis Income Plus Arbitrage Active FOF ended up ₹0.01(0.05%)yesterday to ₹14.5875.

Among its top 3 holdings the fund has exposure to Axis Corporate Bond Fund - Direct Plan Growth, and

The Axis Income Plus Arbitrage Active FOF is managed by Devang Shah and Hardik Shah.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com