Should I invest in Axis Income Plus Arbitrage Active FOF?

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.1%. 5-year CAGR: 6.76%.

Axis

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

Latest NAV

₹15.6308

As of

17 Jul 2026

1,567 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	-0.19%	+0.23	52 / 141	Q2
1W	+0.00%	-4.11%	+4.12	38 / 146	Q2
2W	-0.02%	-4.91%	+4.89	57 / 146	Q2
1M	+0.72%	-5.57%	+6.29	56 / 146	Q2
3M	+1.79%	-4.67%	+6.46	51 / 146	Q2
6M	+3.34%	-5.06%	+8.41	25 / 135	Q1
YTD	+3.36%	-1.86%	+5.23	40 / 130	Q2
1Y	+5.96%	+16.71%	-10.75	60 / 117	Q3
2Y	+7.73%	+9.84%	-2.12	41 / 86	Q2
3Y	+7.80%	+11.21%	-3.41	63 / 78	Q4
4Y	+7.67%	+9.00%	-1.33	59 / 69	Q4
5Y	+6.76%	+3.02%	+3.74	41 / 53	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.15%	+10.47%	-3.33	98 / 146	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.36%	+2.06%	+1.30	40 / 124
2025	+8.36%	+36.63%	-28.27	55 / 86
2024	+9.17%	+17.92%	-8.74	66 / 74
2023	+6.89%	+19.60%	-12.71	66 / 70
2022	+3.91%	-5.29%	+9.20	28 / 60
2021	+5.18%	+15.46%	-10.28	33 / 48
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.90%

67 windows

min 2.7% · max 11.0%

100% positive

3-Year rolling

+6.79%

43 windows

min 5.1% · max 8.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+6.88%

18 windows

min 6.6% · max 7.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.64%

3-year · annualised

Sharpe ratio

0.66

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.81%

Oct 2024 → Oct 2024

% positive months

86.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - Direct Plan - Growth Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF - Direct Plan - Growth Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth	SBI	₹10.3241	17 Jul 2026
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth	ICICI Prudential	₹244.4292	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹40.6924	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹53.5565	17 Jul 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹53.7762	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option	Aditya Birla Sun Life	₹47.0216	17 Jul 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth	Motilal Oswal	₹13.2552	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund Of Funds - Direct - Growth	Franklin India	₹190.8012	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.6308
16 Jul 2026	₹15.6239
15 Jul 2026	₹15.6168
14 Jul 2026	₹15.6145
13 Jul 2026	₹15.6320
10 Jul 2026	₹15.6301
9 Jul 2026	₹15.6193
8 Jul 2026	₹15.6174
7 Jul 2026	₹15.6417
6 Jul 2026	₹15.6422

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option is ₹15.6308. It's a Fund of Funds - Domestic from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option has NAV history starting from 31 Jan 2020, a track record of about 6 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option has delivered a absolute return of 5.96% — -10.75 pp behind the Fund of Funds - Domestic category average of 16.71%. The fund ranks #60 of 117 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option has delivered a CAGR of 7.80% — -3.41 pp behind the Fund of Funds - Domestic category average of 11.21%. The fund ranks #63 of 78 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option has delivered a CAGR of 6.76% — +3.74 pp ahead of the Fund of Funds - Domestic category average of 3.02%. The fund ranks #41 of 53 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹138,707 today — a multiplier of 1.39×, based on the 5-year CAGR of 6.76%. The category average over the same window would have grown ₹1 lakh to ₹116,065.

A ₹10,000 monthly SIP in Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹723,731 today. That's an XIRR (money-weighted annualised return) of 7.43%.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹723,731 — XIRR 7.43%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option ranks #41 out of 53 funds in the Fund of Funds - Domestic category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 3.02%; this fund delivered 6.76%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option has experienced over the last 5-year window is 1.11% — its NAV fell from a high on 07 Apr 2022 to a low on 06 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option averaged 6.88% (best 7.50%, worst 6.58%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.05 — weak risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option returned 8.36% — lagging the Fund of Funds - Domestic category average of 36.63% by 28.27 pp. It ranked #55 of 86 in its category that year.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.1%. 5-year CAGR: 6.76%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

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

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Domestic

Recent NAVs

Frequently asked questions

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