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Axis Income Plus Arbitrage Active FOF - Regular Plan - IDCW

Axis · Arbitrage
Low
₹15.26
Current NAV
25 Jun 2026
5.0%
1Y Return
5.5%
3Y CAGR
5.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.80).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
  • 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
1.30
Sharpe Ratio
0.60
Beta
6.80
Alpha
1.69
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹5350 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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