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Fund Overview of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
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₹2,109.1 CrAUM
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₹15.53NAV
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0.09%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.67% | NA | NA |
| 6 Months | 2.93% | NA | NA |
| 1 Year | 5.80% | 5.80% | NA |
| 2 Years | 16.06% | 7.73% | NA |
| 3 Years | 25.00% | 7.72% | NA |
| 5 Years | 38.32% | 6.70% | NA |
Compare Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly with other mutual funds in the same category
Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
Franklin India Income Plus Arbitrage Active Fof Direct-growth
Franklin India Income Plus Arbitrage Active Fof Direct-idcw
Asset Allocation
debt instruments
68.16%other assets or cash equivalents
31.98%Launched on 28 Jan 2020, the fund aims To generate optimal returns over medium term, Investment primarily in debt oriented mutual fund schemes and arbitrage funds. It manages assets worth ₹2,109.1 crore as on Sun May 31, 2026. The expense ratio stands at 0.09%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
The portfolio allocation consists of 68.16% in debt instruments, 31.98% in other assets or cash equivalents.Managed by Devang Shah, it has delivered a return of 5.80% in the last year, a total return since inception of 7.12%.
For those looking to make well-planned investment decisions it makes sense to also review best sip to invest that align with financial planning needs.
Key Metrics of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
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Standard Deviation1.82%
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Sharpe Ratio0.73%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Franklin India Income Plus Arbitrage Active Fof Direct-growth  |
₹136 | 0.66% | 1.48% | 5.79% | 13.68% | 12.00% |
| Franklin India Income Plus Arbitrage Active Fof Direct-idcw |
₹136 | 0.66% | 1.48% | 5.79% | 13.68% | 12.00% |
| HDFC Income Plus Arbitrage Active Fof Direct-growth |
₹2,363 | 1.01% | 1.56% | 5.31% | 10.55% | 11.39% |
| HDFC Income Plus Arbitrage Active Fof Direct-idcw |
₹2,363 | 1.01% | 1.56% | 5.31% | 10.55% | 11.39% |
| Franklin India Income Plus Arbitrage Active Fof Regular-growth |
₹136 | 0.63% | 1.40% | 5.41% | 12.83% | 11.06% |
| Franklin India Income Plus Arbitrage Active Fof Regular-idcw |
₹136 | 0.63% | 1.40% | 5.41% | 12.83% | 11.06% |
| HDFC Income Plus Arbitrage Active Fof Regular-growth |
₹2,363 | 0.98% | 1.48% | 4.98% | 9.91% | 10.65% |
| HDFC Income Plus Arbitrage Active Fof Regular-idcw |
₹2,363 | 0.98% | 1.48% | 4.98% | 9.91% | 10.65% |
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth |
₹2,946 | 0.99% | 1.74% | 6.12% | 10.62% | 9.95% |
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-idcw |
₹2,946 | 0.99% | 1.74% | 6.12% | 10.62% | 9.95% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Income Plus Arbitrage Active Fof Direct-growth
|
₹2,109 | 0.99% | 1.67% | 2.93% | 5.80% | 7.72% |
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Axis Income Plus Arbitrage Active Fof Regular-growth
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₹2,109 | 0.95% | 1.56% | 2.72% | 5.37% | 7.39% |
|
Axis Income Plus Arbitrage Active Fof Regular-idcw
|
₹2,109 | 0.95% | 1.56% | 2.72% | 5.37% | 7.39% |
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Axis Income Plus Arbitrage Active Fof Direct-idcw Half Yearly
|
₹2,109 | 0.99% | 1.67% | 2.93% | 5.80% | 7.72% |
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Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly
|
₹2,109 | 0.95% | 1.56% | 2.72% | 5.37% | 7.39% |
|
Axis Income Plus Arbitrage Active Fof Regular-idcw Monthly
|
₹2,109 | 0.95% | 1.56% | 2.72% | 5.37% | 7.39% |
|
Axis Income Plus Arbitrage Active Fof Direct-idcw Quarterly
|
₹2,109 | 0.99% | 1.67% | 2.93% | 5.80% | 7.72% |
|
Axis Income Plus Arbitrage Active Fof Regular-idcw Quarterly
|
₹2,109 | 0.95% | 1.56% | 2.72% | 5.37% | 7.39% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Kotak Income Plus Arbitrage Omni Fof Direct-growth |
₹7,592 | ₹13.06 | 7.81% | - | - |
| Kotak Income Plus Arbitrage Omni Fof Regular-growth |
₹7,592 | ₹12.99 | 7.63% | - | - |
| Kotak Income Plus Arbitrage Omni Fof Regular-idcw |
₹7,592 | ₹12.99 | 7.63% | - | - |
| Kotak Income Plus Arbitrage Omni Fof Direct-idcw |
₹7,592 | ₹13.06 | 7.81% | - | - |
| ICICI Prudential Income Plus Arbitrage Omni Fof-growth |
₹2,946 | ₹66.01 | 10.16% | 9.32% | 9.01% |
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth |
₹2,946 | ₹71.02 | 10.62% | 9.95% | 9.60% |
| ICICI Prudential Income Plus Arbitrage Omni Fof-idcw |
₹2,946 | ₹50.65 | 10.16% | 9.32% | 9.01% |
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-idcw |
₹2,946 | ₹54.92 | 10.62% | 9.95% | 9.60% |
| HDFC Income Plus Arbitrage Active Fof Regular-growth |
₹2,363 | ₹40.84 | 9.91% | 10.65% | 11.33% |
| HDFC Income Plus Arbitrage Active Fof Direct-growth |
₹2,363 | ₹45.16 | 10.55% | 11.39% | 12.17% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Axis Corporate Bond Fund Direct-growth | Unspecified | 39.12% | ₹824.98 Cr |
| Axis Enhanced Arbitrage Fund Direct-growth | Unspecified | 25.33% | ₹534.17 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 15.62% | ₹329.42 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 14.17% | ₹298.93 Cr |
| Birla Sun Life Gilt Plus Pf Direct Plan-growth | Unspecified | 2.04% | ₹42.92 Cr |
| Net Receivables | Unspecified | 1.86% | ₹39.16 Cr |
| Kotak Arbitrage Fund Direct-growth | Unspecified | 1.18% | ₹24.94 Cr |
| Others Cblo | Unspecified | 0.41% | ₹8.54 Cr |
| Bandhan Corporate Bond Fund Direct-growth | Unspecified | 0.28% | ₹6.00 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active Fof Direct-growth |
₹25.00 | 13.68% | 12.00% | - |
| Franklin India Income Plus Arbitrage Active Fof Direct-idcw |
₹25.00 | 13.68% | 12.00% | - |
| HDFC Income Plus Arbitrage Active Fof Direct-growth |
₹45.16 | 10.55% | 11.39% | - |
| HDFC Income Plus Arbitrage Active Fof Direct-idcw |
₹39.67 | 10.55% | 11.39% | - |
| Franklin India Income Plus Arbitrage Active Fof Regular-growth |
₹22.10 | 12.83% | 11.06% | - |
| Franklin India Income Plus Arbitrage Active Fof Regular-idcw |
₹22.10 | 12.83% | 11.06% | - |
| HDFC Income Plus Arbitrage Active Fof Regular-growth |
₹40.84 | 9.91% | 10.65% | - |
| HDFC Income Plus Arbitrage Active Fof Regular-idcw |
₹35.79 | 9.91% | 10.65% | - |
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth |
₹71.02 | 10.62% | 9.95% | - |
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-idcw |
₹54.92 | 10.62% | 9.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
What is the current AUM of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
As of Sun May 31, 2026, Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly manages assets worth ₹2,109.1 crore
How has Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly performed recently?
- 3 Months: 1.67%
- 6 Months: 2.93%
What is the long-term performance of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
- 3 Years CAGR: 7.72%
- 5 Years CAGR: 6.70%
- Since Inception: 7.12%
What is the portfolio composition of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
Equity: -0.14%, Debt: 68.16%, Others: 31.98%.
Who manages Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly is managed by Devang Shah from Axis Mutual Fund.
What is the market-cap allocation of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
Large Cap: 68.71%, Mid Cap: 25.11%, Small Cap: 6.18%.
Which are the top companies Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly has invested in?
- Axis Corporate Bond Fund Direct-Growth – 39.12% of the fund's portfolio
- Axis Enhanced Arbitrage Fund Direct-Growth – 25.33% of the fund's portfolio
- Reliance Medium Term Fund Direct-Growth – 15.62% of the fund's portfolio
- Birla Sun Life Enhanced Arbitrage Fund Direct-Growth – 14.17% of the fund's portfolio
- Birla Sun Life Gilt Plus PF Direct Plan-Growth – 2.04% of the fund's portfolio
Which are the major sectors Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly focuses on?
- Unspecified – 100.00% of the fund's portfolio
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