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: 2.70%.

Axis

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

Latest NAV

₹11.4691

As of

2 Jun 2026

1,205 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	-0.01%	+0.31%	-0.32	102 / 125	Q4
1W	+0.14%	-4.51%	+4.64	25 / 130	Q1
2W	+0.18%	-4.01%	+4.19	49 / 130	Q2
1M	+0.17%	-2.34%	+2.51	79 / 130	Q3
3M	-2.67%	-4.98%	+2.31	83 / 127	Q3
6M	-1.43%	+2.60%	-4.03	83 / 119	Q3
YTD	-1.75%	-1.18%	-0.57	85 / 120	Q3
1Y	-2.06%	+20.16%	-22.22	90 / 107	Q4
2Y	+0.21%	+10.05%	-9.84	66 / 83	Q4
3Y	+1.43%	+8.02%	-6.59	62 / 73	Q4
4Y	+2.97%	+5.01%	-2.04	55 / 67	Q4
5Y	+2.70%	0.00%	+2.70	42 / 54	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.75%	+10.64%	-7.89	102 / 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	-1.75%	+3.12%	-4.87	84 / 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

+3.47%

50 windows

min -2.1% · max 8.2%

94% positive

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

3-Year rolling

+3.86%

26 windows

min 1.4% · max 5.2%

100% positive

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

5-Year rolling

+2.70%

1 window

min 2.7% · max 2.7%

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

4.02%

3-year · annualised

Sharpe ratio

-1.24

vs risk-free 6.5%

Sortino ratio

-1.50

Downside-only deviation

Max drawdown

-4.31%

Sep 2025 → Mar 2026

% positive months

77.8%

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	₹9.6507	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹20.6106	3 Jun 2026
SBI Gold Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹47.1093	3 Jun 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.3898	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹44.6644	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.1127	3 Jun 2026
Aditya Birla Sun Life Gold Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹46.6049	3 Jun 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹32.6025	3 Jun 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹47.4061	2 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.3510	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹11.4691
1 Jun 2026	₹11.4702
31 May 2026	₹11.4574
29 May 2026	₹11.4554
27 May 2026	₹11.4565
26 May 2026	₹11.4536
25 May 2026	₹11.4522
22 May 2026	₹11.4380
21 May 2026	₹11.4370
20 May 2026	₹11.4427

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 02 Jun 2026, the NAV of Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option is ₹11.4691. 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. 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 -2.06% — -22.22 pp behind the Fund of Funds - Domestic category average of 20.16%. The fund ranks #90 of 107 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 1.43% — -6.59 pp behind the Fund of Funds - Domestic category average of 8.02%. 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 2.70% — +2.7 pp ahead of the Fund of Funds - Domestic category average of 0.00%. The fund ranks #42 of 54 in its category — the bottom (Q4) 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 ₹114,257 today — a multiplier of 1.14×, based on the 5-year CAGR of 2.70%. The category average over the same window would have grown ₹1 lakh to ₹99,997.

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 ₹590,000 — would be worth ₹615,255 today. That's an XIRR (money-weighted annualised return) of 1.68%.

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 ₹615,255 — XIRR 1.68%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly Dividend Option ranks #42 out of 54 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 -0.00%; this fund delivered 2.70%.

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 2.70% (best 2.70%, worst 2.70%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.13 — 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: 2.70%.

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