info

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 Mutual Fund

Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

★★★★★ monitor_heart Health Score: 82/100 · Excellent

Axis Mutual Fund · Debt · Dynamic Bond

₹15.3

-0.0 (-0.01%) trending_down

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

Unspecified 100.01%

pie_chart Asset Allocation

Mutual Fund 97.74%
Net Receivables 1.86%
CBLO 0.41%

Frequently Asked Questions about Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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