Should I invest in Axis Income Plus Arbitrage Active FOF - Half Yearly Dividend Option?

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend 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: 4.3%. 5-year CAGR: 2.94%.

Axis

Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option

Latest NAV

₹11.6555

As of

17 Jul 2026

1,237 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	-0.15%	+0.20	53 / 125	Q2
1W	+0.00%	-4.47%	+4.47	38 / 130	Q2
2W	-0.02%	-5.11%	+5.09	47 / 130	Q2
1M	+0.72%	-5.39%	+6.11	49 / 130	Q2
3M	+1.79%	-4.67%	+6.46	47 / 130	Q2
6M	-0.17%	-5.19%	+5.02	65 / 122	Q3
YTD	-0.15%	-2.99%	+2.84	80 / 120	Q3
1Y	-1.08%	+12.27%	-13.35	95 / 111	Q4
2Y	+0.58%	+6.29%	-5.71	59 / 84	Q3
3Y	+1.79%	+6.43%	-4.64	62 / 73	Q4
4Y	+3.14%	+5.33%	-2.18	56 / 68	Q4
5Y	+2.94%	-0.23%	+3.17	41 / 55	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+3.00%	+8.45%	-5.45	104 / 130	Q4

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	-0.15%	+1.22%	-1.37	79 / 114
2025	+1.19%	+30.86%	-29.67	67 / 83
2024	+1.89%	+13.06%	-11.17	65 / 69
2023	+6.92%	+14.87%	-7.95	53 / 68
2022	+4.02%	-5.59%	+9.61	19 / 59
2021	—	—	—	—

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

+3.38%

51 windows

min -1.9% · max 8.3%

92% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+3.82%

27 windows

min 1.5% · max 5.5%

100% positive

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

5-Year rolling

+2.83%

3 windows

min 2.7% · max 2.9%

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

4.19%

3-year · annualised

Sharpe ratio

-1.10

vs risk-free 6.5%

Sortino ratio

-1.31

Downside-only deviation

Max drawdown

-4.31%

Sep 2025 → Mar 2026

% positive months

75.0%

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 - IDCW - Direct Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal Option	SBI	₹10.3233	17 Jul 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.9520	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹40.6301	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.8685	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct - IDCW	Aditya Birla Sun Life	₹42.7073	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹28.6857	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹49.0060	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.7230	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹11.6555
16 Jul 2026	₹11.6504
15 Jul 2026	₹11.6451
14 Jul 2026	₹11.6433
13 Jul 2026	₹11.6564
10 Jul 2026	₹11.6550
9 Jul 2026	₹11.6470
8 Jul 2026	₹11.6455
7 Jul 2026	₹11.6636
6 Jul 2026	₹11.6640

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 - Half Yearly Dividend Option is ₹11.6555. It's a Fund of Funds - Domestic from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option has NAV history starting from 18 May 2021, a track record of about 5 years 2 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 - Half Yearly Dividend 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 - Half Yearly Dividend Option has delivered a absolute return of -1.08% — -13.35 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #95 of 111 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option has delivered a CAGR of 1.79% — -4.64 pp behind the Fund of Funds - Domestic category average of 6.43%. The fund ranks #62 of 73 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option has delivered a CAGR of 2.94% — +3.17 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #41 of 55 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option exactly 5 years ago would be worth approximately ₹115,565 today — a multiplier of 1.16×, based on the 5-year CAGR of 2.94%. The category average over the same window would have grown ₹1 lakh to ₹98,843.

A ₹10,000 monthly SIP in Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹633,846 today. That's an XIRR (money-weighted annualised return) of 2.16%.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹633,846 — XIRR 2.16%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option ranks #41 out of 55 funds in the Fund of Funds - Domestic category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is -0.23%; this fund delivered 2.94%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option has experienced over the last 5-year window is 4.31% — its NAV fell from a high on 25 Sep 2025 to a low on 27 Mar 2026. 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 - Half Yearly Dividend Option averaged 2.83% (best 2.94%, worst 2.72%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.03 — negative risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option returned 1.19% — lagging the Fund of Funds - Domestic category average of 30.86% by 29.67 pp. It ranked #67 of 83 in its category that year.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend 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 - Half Yearly Dividend 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: 4.3%. 5-year CAGR: 2.94%.

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