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Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW 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 · Other · FoF Domestic
₹10.5
AUM: ₹108 Cr
NAV updated 28 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
Devang Shah
Inception
Nov 2025
Sharpe Ratio
-0.78
Std Dev (1Y)
0.6%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.56%
3m
+2.12%
6m
+3.17%
1y
—
3y
—
5y
—
10y
—
since inception
+4.13%
TopFund's Take on Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option
Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option holds up reasonably well within the FoF 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 60% below the FoF Domestic category average of 0.15% (based on 45 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 -0.78 — 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 0.6% is on the lower side for a FoF 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 Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option
The current NAV (Net Asset Value) of Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option is ₹10.5. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option is 0.06% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option is managed by Devang Shah at Axis Mutual Fund.
Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option is a FoF Domestic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option 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 Passive FOF - Regular Plan - IDCW Option 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.
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