Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 58/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)5.44%
- Expense ratio (20%)0.06%
- AUM (15%)₹109 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Fund of Funds · Fund of Funds Scheme (Domestic)
₹10.52
AUM: ₹108 Cr
NAV updated 24 days ago
Plan
Regular
Option
Idcw
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
Devang Shah
Inception
Nov 2025
Benchmark
NIFTY Composite Debt Index
Sharpe Ratio
-1.27
Std Dev (1Y)
2.16%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.46%
3m
+2.15%
6m
+3.35%
1y
+3.84%
3y
+5.44%
5y
+4.16%
10y
—
since inception
+5.16%
TopFund's Take on Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW
Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW sits in the middle of the pack for Fund of Funds Scheme (Domestic) funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 58/100.
Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 33% below the Fund of Funds Scheme (Domestic) category average of 0.09% (based on 30 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.27 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.16% is on the lower side for a Fund of Funds Scheme (Domestic) fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Fund of Funds fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW
The current NAV (Net Asset Value) of Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW is ₹10.52. NAV is updated every business day after market close by AMFI.
1Y: 3.84% · 3Y CAGR: 5.44% · 5Y CAGR: 4.16%
The expense ratio of Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW is 0.06% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW is managed by Devang Shah at Axis Mutual Fund.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW is classified as a Fund of Funds Scheme (Domestic) risk fund. It is suitable for investors with a moderate risk appetite.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW is a Fund of Funds Scheme (Domestic) fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW is ₹109 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.