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Fund of Funds (Domestic)📊 65% NIFTY COMPOSITE DEBT INDEX +35% NIFTY 50 ARBITRAGE TRI

Axis Income Plus Arbitrage Active FOF · Regular · Growth

Axis Mutual Fund

#56 of 101 (1Y)

NAV

₹15.1998

as of 16 Jun 2026

Expense Ratio

0.45%

AUM

₹2,099 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.36%
3Y
+7.38%
5Y
+6.34%
Since Inception
+6.78%

SIP returns (XIRR)

1Y
+5.58%
3Y
+7.18%
5Y
+6.98%
Since Inception
+6.77%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹38,500

Invested

₹47,767

Value today

6.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,517

Value today

6.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,85,000

Withdrawn

₹10,39,242

Corpus left

+₹4,24,242 net gain — withdrew ₹3,85,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,86,115

Value today

-2.6%

vs lumpsum

Direct lumpsum would have beaten STP by 2.6% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,53,038

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,53,038 — a 1.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.41

Sharpe Ratio

+0.03

Alpha

0.02

Beta

0.45

Sortino

1.28%

Std Dev

-0.67%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAxis Mutual Fund
CategoryFund of Funds (Domestic)
Benchmark65% NIFTY COMPOSITE DEBT INDEX +35% NIFTY 50 ARBITRAGE TRI ✓
Launch Date28 Jan 2020
AMFI Code147890
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadIf redeemed / switched-out within 12 months from the date of allotment: - For 10% of investment: Nil - For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

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 ₹2,099 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