Axis Income Plus Arbitrage Active FOF · Regular · Growth
NAV
₹15.3308
as of 31 Jul 2026
Expense Ratio
0.45%
AUM
₹2,111 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.51%
- 3Y
- +7.54%
- 5Y
- +6.41%
- Since Inception
- +6.79%
SIP returns (XIRR)
- 1Y
- +5.97%
- 3Y
- +7.18%
- 5Y
- +7.02%
- Since Inception
- +6.79%
What history actually did — last 6 years (Aug 2020 – Jul 2026)
A ₹5,000 monthly SIP for the last 6 years (Aug 2020 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹4,35,030 today — ₹3,55,000 invested, 6.8% XIRR.
₹3,55,000
Invested
₹4,35,030
Value today
6.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 6 years (Aug 2020 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 6 years ago would be ₹1,44,274 today (6.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2020 would still hold ₹10,07,706.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹4,35,030 in this fund vs ₹4,70,353 in the benchmark — underperformance of ₹35,323.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 6 years (Aug 2020 – Jul 2026) (3 Jun 2024) would be ₹1,16,410 today (1.16×).
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, annualised0.65
Sharpe Ratio
+0.03
Alpha
0.02
Beta
0.75
Sortino
1.04%
Std Dev
-0.47%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
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%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations