Home› Funds› Axis Income Plus Arbitrage Active FOF - Regular Pl

Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW

Axis · Arbitrage
Low
₹13.97
Current NAV
23 Oct 2026
2.9%
1Y Return
5.5%
3Y CAGR
4.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.51).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.51
Sharpe Ratio
1.11
Beta
4.51
Alpha
1.83
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹560 Cr
Expense Ratio 1.11%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Arbitrage
JioBlackRock Arbitrage Fund - Direct Plan - Growth Option
JioBlackRock Arbitrage
₹10.59 7.8%
JM Arbitrage Fund (Direct) - Half Yearly Bonus Option - Principal Units
JM Arbitrage
₹33.87 7.7%
JM Arbitrage Fund (Direct) - Quarterly Bonus Option - Principal Units
JM Arbitrage
₹33.88 7.7%
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Sundaram
₹10.41 7.6%