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: 1.67%.

Axis

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

Latest NAV

₹12.1679

As of

2 Jun 2026

1,535 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	99 / 125	Q4
1W	+0.14%	-4.51%	+4.64	28 / 130	Q1
2W	+0.18%	-4.01%	+4.19	53 / 130	Q2
1M	+0.17%	-2.34%	+2.51	77 / 130	Q3
3M	-0.08%	-4.98%	+4.91	55 / 127	Q2
6M	+0.36%	+2.60%	-2.24	66 / 119	Q3
YTD	+0.87%	-1.18%	+2.05	64 / 120	Q3
1Y	+1.48%	+20.16%	-18.68	72 / 107	Q3
2Y	+3.74%	+10.05%	-6.31	53 / 83	Q3
3Y	+3.12%	+8.02%	-4.91	59 / 73	Q4
4Y	+1.91%	+5.01%	-3.10	56 / 67	Q4
5Y	+1.67%	0.00%	+1.68	43 / 54	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+3.13%	+10.64%	-7.50	98 / 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	+0.87%	+3.12%	-2.25	63 / 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

+2.78%

66 windows

min -4.8% · max 9.7%

73% positive

3-Year rolling

+1.45%

41 windows

min -0.1% · max 3.4%

93% positive

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

5-Year rolling

+2.36%

17 windows

min 1.7% · max 3.2%

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

3.00%

3-year · annualised

Sharpe ratio

-1.13

vs risk-free 6.5%

Sortino ratio

-1.74

Downside-only deviation

Max drawdown

-3.79%

Jun 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	₹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	₹12.1679
1 Jun 2026	₹12.1690
31 May 2026	₹12.1554
29 May 2026	₹12.1533
27 May 2026	₹12.1545
26 May 2026	₹12.1515
25 May 2026	₹12.1499
22 May 2026	₹12.1348
21 May 2026	₹12.1338
20 May 2026	₹12.1398

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 - Quarterly IDCW is ₹12.1679. 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 4 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 1.48% — -18.68 pp behind the Fund of Funds - Domestic category average of 20.16%. The fund ranks #72 of 107 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 3.12% — -4.91 pp behind the Fund of Funds - Domestic category average of 8.02%. The fund ranks #59 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 1.67% — +1.68 pp ahead of the Fund of Funds - Domestic category average of 0.00%. The fund ranks #43 of 54 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 ₹108,658 today — a multiplier of 1.09×, based on the 5-year CAGR of 1.67%. 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 - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹640,843 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 ₹640,843 — XIRR 2.60%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Direct Plan - Quarterly IDCW ranks #43 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 1.67%.

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 2.36% (best 3.16%, worst 1.67%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.45 — 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: 1.67%.

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