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 - IDCW 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: 6.77%.

Axis

Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW

Latest NAV

₹15.6438

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%	-0.15%	+0.20	55 / 125	Q2
1W	+0.00%	-4.47%	+4.47	40 / 130	Q2
2W	-0.02%	-5.11%	+5.09	53 / 130	Q2
1M	+0.72%	-5.39%	+6.11	50 / 130	Q2
3M	+1.79%	-4.67%	+6.46	44 / 130	Q2
6M	+3.34%	-5.19%	+8.53	20 / 122	Q1
YTD	+3.36%	-2.99%	+6.35	31 / 120	Q2
1Y	+5.96%	+12.27%	-6.31	46 / 111	Q2
2Y	+7.73%	+6.29%	+1.43	30 / 84	Q2
3Y	+7.80%	+6.43%	+1.38	44 / 73	Q3
4Y	+7.68%	+5.33%	+2.35	43 / 68	Q3
5Y	+6.77%	-0.23%	+7.00	28 / 55	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.16%	+8.45%	-1.29	71 / 130	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%	+1.22%	+2.14	31 / 114
2025	+8.36%	+30.86%	-22.50	42 / 83
2024	+9.19%	+13.06%	-3.87	45 / 69
2023	+6.90%	+14.87%	-7.96	54 / 68
2022	+3.92%	-5.59%	+9.50	20 / 59
2021	+5.19%	+10.93%	-5.74	25 / 51
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

+6.91%

67 windows

min 2.8% · max 11.0%

100% positive

3-Year rolling

+6.81%

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

+6.89%

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 - 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	₹15.6438
16 Jul 2026	₹15.6370
15 Jul 2026	₹15.6299
14 Jul 2026	₹15.6275
13 Jul 2026	₹15.6451
10 Jul 2026	₹15.6432
9 Jul 2026	₹15.6324
8 Jul 2026	₹15.6305
7 Jul 2026	₹15.6548
6 Jul 2026	₹15.6553

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 - IDCW is ₹15.6438. 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 - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of 5.96% — -6.31 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #46 of 111 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW has delivered a CAGR of 7.80% — +1.38 pp ahead of the Fund of Funds - Domestic category average of 6.43%. The fund ranks #44 of 73 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW has delivered a CAGR of 6.77% — +7 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #28 of 55 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹138,760 today — a multiplier of 1.39×, based on the 5-year CAGR of 6.77%. 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 - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹723,831 today. That's an XIRR (money-weighted annualised return) of 7.44%.

Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹723,831 — XIRR 7.44%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW ranks #28 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 6.77%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW 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 - IDCW averaged 6.89% (best 7.52%, worst 6.59%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.06 — weak risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW returned 8.36% — lagging the Fund of Funds - Domestic category average of 30.86% by 22.50 pp. It ranked #42 of 83 in its category that year.

Axis Income Plus Arbitrage Active FOF - Direct Plan - IDCW 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 - IDCW 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: 6.77%.

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 - IDCW

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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