Should I invest in Axis Income Plus Arbitrage Active FOF - Quarterly IDCW?

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly 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: 7.9%. 5-year CAGR: 1.62%.

Axis

Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW

Latest NAV

₹12.2156

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	57 / 125	Q2
1W	+0.00%	-4.47%	+4.47	39 / 130	Q2
2W	-0.02%	-5.11%	+5.09	46 / 130	Q2
1M	-0.50%	-5.39%	+4.89	77 / 130	Q3
3M	+0.56%	-4.67%	+5.22	77 / 130	Q3
6M	+1.25%	-5.19%	+6.43	55 / 122	Q2
YTD	+1.27%	-2.99%	+4.26	63 / 120	Q3
1Y	+2.10%	+12.27%	-10.16	76 / 111	Q3
2Y	+3.96%	+6.29%	-2.34	50 / 84	Q3
3Y	+3.85%	+6.43%	-2.58	58 / 73	Q4
4Y	+2.35%	+5.33%	-2.98	57 / 68	Q4
5Y	+1.62%	-0.23%	+1.85	44 / 55	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+3.14%	+8.45%	-5.31	101 / 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	+1.27%	+1.22%	+0.05	62 / 114
2025	+4.79%	+30.86%	-26.06	60 / 83
2024	+5.41%	+13.06%	-7.65	60 / 69
2023	-0.18%	+14.87%	-15.05	68 / 68
2022	-4.97%	-5.59%	+0.62	51 / 59
2021	+5.18%	+10.93%	-5.75	28 / 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

+2.71%

67 windows

min -4.8% · max 9.7%

72% positive

3-Year rolling

+1.49%

43 windows

min -0.3% · max 3.8%

91% positive

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

5-Year rolling

+2.35%

18 windows

min 1.6% · max 3.4%

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

2.68%

3-year · annualised

Sharpe ratio

-0.99

vs risk-free 6.5%

Sortino ratio

-1.59

Downside-only deviation

Max drawdown

-2.86%

Sep 2023 → Oct 2023

% positive months

66.7%

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	₹12.2156
16 Jul 2026	₹12.2103
15 Jul 2026	₹12.2047
14 Jul 2026	₹12.2029
13 Jul 2026	₹12.2166
10 Jul 2026	₹12.2151
9 Jul 2026	₹12.2067
8 Jul 2026	₹12.2052
7 Jul 2026	₹12.2242
6 Jul 2026	₹12.2244

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 - Quarterly IDCW is ₹12.2156. 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 - Quarterly 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 - Quarterly 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 - Quarterly IDCW has delivered a absolute return of 2.10% — -10.16 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #76 of 111 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW has delivered a CAGR of 3.85% — -2.58 pp behind the Fund of Funds - Domestic category average of 6.43%. The fund ranks #58 of 73 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW has delivered a CAGR of 1.62% — +1.85 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #44 of 55 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW exactly 5 years ago would be worth approximately ₹108,369 today — a multiplier of 1.08×, based on the 5-year CAGR of 1.62%. 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 - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹640,809 today. That's an XIRR (money-weighted annualised return) of 2.60%.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹640,809 — XIRR 2.60%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW ranks #44 out of 55 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 -0.23%; this fund delivered 1.62%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW has experienced over the last 5-year window is 7.91% — its NAV fell from a high on 25 Mar 2022 to a low on 09 Oct 2023. 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 - Quarterly IDCW averaged 2.35% (best 3.44%, worst 1.62%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.54 — negative risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW returned 4.79% — lagging the Fund of Funds - Domestic category average of 30.86% by 26.06 pp. It ranked #60 of 83 in its category that year.

Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly 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 - Quarterly 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: 7.9%. 5-year CAGR: 1.62%.

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