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 - Quarterly 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: 43/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)1.41%
- 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
-2.06
Std Dev (1Y)
2.52%
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
+0.32%
3y
+1.41%
5y
+0.16%
10y
—
since inception
+2.04%
TopFund's Take on Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW
Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW lags behind most of its peers in the Fund of Funds Scheme (Domestic) category, currently carrying a 2-star rating. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 43/100.
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 -2.06 — 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 2.52% 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 - Quarterly IDCW
The current NAV (Net Asset Value) of Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW is ₹10.52. NAV is updated every business day after market close by AMFI.
1Y: 0.32% · 3Y CAGR: 1.41% · 5Y CAGR: 0.16%
The expense ratio of Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly 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 - Quarterly IDCW is managed by Devang Shah at Axis Mutual Fund.
Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly 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 - Quarterly 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 - Quarterly 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 - Quarterly 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.