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 - Growth Option
★★★★★ monitor_heart Health Score: 82/100 · ExcellentAxis Mutual Fund · Debt · Dynamic Bond
₹15.3
AUM: ₹2,109 Cr
NAV updated 16 days ago
Plan
Regular
Option
Growth
Risk
Moderate to High
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
R Sivakumar
Inception
Jan 2020
Benchmark
NIFTY Composite Debt Index
Sharpe Ratio
-0.59
Std Dev (1Y)
0.86%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.38%
3m
+2.51%
6m
+3.41%
1y
+6.17%
3y
+8.01%
5y
+6.85%
10y
—
since inception
+6.84%
rate_review TopFund's Take on Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option ranks among the stronger performers in the Dynamic Bond category, backed by a 5-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 82/100.
Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 89% below the Dynamic Bond category average of 0.57% (based on 176 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 -0.59 — 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 0.86% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
360 ONE Dynamic Bond Fund Direct Plan Growth
360 ONE Mutual Fund
Mirae Asset Dynamic Bond Fund -Direct Plan -Growth
Mirae Asset Mutual Fund
Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option
Axis Mutual Fund
JM Dynamic Bond Fund - (Direct) - Growth Option
JM Financial Mutual Fund
SBI Dynamic Bond Fund - DIRECT PLAN - Growth
SBI Mutual Fund
UTI Dynamic Bond Fund - Direct Plan - Growth Option
UTI Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option is ₹15.3. NAV is updated every business day after market close by AMFI.
1Y: 6.17% · 3Y CAGR: 8.01% · 5Y CAGR: 6.85%
The expense ratio is 0.06% per annum — the annual fee deducted from your investment to cover fund management costs.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option is managed by R Sivakumar at Axis Mutual Fund.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option is a Dynamic Bond fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option is ₹2,109 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.