Axis Income Plus Arbitrage Active FOF · Regular · Growth
NAV
₹15.3816
as of 29 Sept 2026
Expense Ratio
0.45%
AUM
₹2,111 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.25%
- 3Y
- +7.42%
- 5Y
- +6.22%
- Since Inception
- +6.67%
SIP returns (XIRR)
- 1Y
- +4.98%
- 3Y
- +6.61%
- 5Y
- +6.76%
- Since Inception
- +6.57%
What history actually did — last 6 years (Oct 2020 – Sept 2026)
A ₹5,000 monthly SIP for the last 6 years (Oct 2020 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹4,32,039 today — ₹3,55,000 invested, 6.6% XIRR.
₹3,55,000
Invested
₹4,32,039
Value today
6.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 6 years (Oct 2020 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 6 years ago would be ₹1,44,655 today (6.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2020 would still hold ₹10,14,511.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹4,32,039 in this fund vs ₹4,25,579 in the benchmark — outperformance of ₹6,460.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 6 years (Oct 2020 – Sept 2026) (3 Jun 2024) would be ₹1,16,795 today (1.17×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.68
Sharpe Ratio
+0.01
Alpha
0.02
Beta
-0.74
Sortino
0.93%
Std Dev
-0.30%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
Axis Income Plus Arbitrage Active FOF · Regular · Growth by Axis Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.
About This Fund
Axis Income Plus Arbitrage Active FOF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Axis Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹2,111 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 65% NIFTY COMPOSITE DEBT INDEX +35% NIFTY 50 ARBITRAGE TRI. The current expense ratio is 0.45%.