Home› Funds› Axis Income Plus Arbitrage Passive FOF - Regular P

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

Axis · Arbitrage
Low
₹10.56
Current NAV
23 Oct 2026
5.7%
1Y Return
6.7%
3Y CAGR
6.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.92%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.92).
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
1.42
Sharpe Ratio
1.32
Beta
3.92
Alpha
1.59
Sortino
Fund Details
Fund House Axis
Category Arbitrage
AUM ₹6470 Cr
Expense Ratio 0.92%
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%