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Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW

Axis · Arbitrage
Low
₹11.98
Current NAV
23 Oct 2026
-1.1%
1Y Return
1.0%
3Y CAGR
-0.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.62).
  • Very large asset base (AUM: ₹22,670 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (1.82%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.62
Sharpe Ratio
1.42
Beta
5.62
Alpha
0.76
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹22670 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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