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Axis Mutual Fund

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

TopFund Score: 76/100 · Good

How this score is calculated

  • Star rating (35%)—
  • 3Y CAGR (30%)—
  • 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

+0.03 (+0.24%)

AUM: ₹108 Cr

NAV updated 24 days ago

Plan

Regular

Option

Growth

Expense Ratio

0.06%

Exit Load

Nil

Fund Manager

Devang Shah

Inception

Nov 2025

Sharpe Ratio

-0.4

Std Dev (1Y)

0.65%

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

—

3y

—

5y

—

10y

—

since inception

+4.85%

TopFund's Take on Axis Income Plus Arbitrage Passive FOF - Regular Plan - Growth Option

Axis Income Plus Arbitrage Passive FOF - Regular Plan - Growth Option holds up reasonably well within the Fund of Funds Scheme (Domestic) category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.

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 -0.4 — 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 0.65% 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

Unspecified 100.00%

Asset Allocation

Mutual Fund 99.57%
CBLO 0.43%

Frequently Asked Questions about Axis Income Plus Arbitrage Passive 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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