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Axis Income Plus Arbitrage Passive FOF - Direct Plan - Growth Option

Axis · Arbitrage
Low
₹10.59
Current NAV
23 Oct 2026
7.5%
1Y Return
5.5%
3Y CAGR
6.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Very large asset base (AUM: ₹14,350 Cr) indicating high investor trust and liquidity.
  • 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
0.80
Sharpe Ratio
0.70
Beta
1.30
Alpha
0.88
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹14350 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
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