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

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual 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: 3.1%. 5-year CAGR: 4.08%.

Axis

Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW

Latest NAV

₹13.6540

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

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	-0.01%	-3.73%	+3.72	75 / 100	Q3
1W	+0.13%	-4.70%	+4.83	22 / 100	Q1
2W	+0.16%	-4.26%	+4.41	39 / 100	Q2
1M	+0.13%	-2.40%	+2.53	62 / 100	Q3
3M	-1.18%	-4.89%	+3.71	57 / 97	Q3
6M	-0.02%	+3.08%	-3.09	54 / 89	Q3
YTD	-0.30%	-1.15%	+0.85	60 / 90	Q3
1Y	+2.59%	+22.24%	-19.64	45 / 77	Q3
2Y	+4.98%	+18.69%	-13.71	31 / 50	Q3
3Y	+5.04%	+15.32%	-10.27	33 / 41	Q4
4Y	+5.04%	+11.96%	-6.93	27 / 35	Q4
5Y	+4.08%	+8.32%	-4.24	19 / 27	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.03%	+11.30%	-6.28	54 / 100	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	-0.30%	+3.46%	-3.76	59 / 85
2025	+5.93%	+34.91%	-28.98	37 / 55
2024	+6.77%	+12.37%	-5.60	35 / 42
2023	+4.26%	+13.03%	-8.77	36 / 41
2022	+1.26%	+2.29%	-1.03	18 / 29
2021	+4.82%	+7.04%	-2.22	16 / 28
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

+4.94%

66 windows

min 0.2% · max 9.6%

100% positive

3-Year rolling

+4.51%

41 windows

min 3.2% · max 5.9%

100% positive

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

5-Year rolling

+4.75%

17 windows

min 4.1% · max 5.3%

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

2.50%

3-year · annualised

Sharpe ratio

-0.61

vs risk-free 6.5%

Sortino ratio

-1.04

Downside-only deviation

Max drawdown

-2.44%

Mar 2024 → Apr 2024

% positive months

83.3%

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 - Regular Plan	HDFC	₹9.5833	3 Jun 2026
Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan- IDCW Payout	Nippon India	₹10.4558	3 Jun 2026
SBI Gold Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹45.0142	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹42.9749	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - IDCW	Bandhan	₹26.3543	3 Jun 2026
Quantum Diversified Equity All Cap Active FOF - Regular Plan IDCW	Quantum	₹80.0140	2 Jun 2026
Aditya Birla Sun Life Gold Fund-REGULAR - IDCW	Aditya Birla Sun Life	₹44.7132	3 Jun 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)	Motilal Oswal	₹32.1843	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - IDCW	Mirae Asset	₹11.2810	3 Jun 2026
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-IDCW	Kotak	₹12.8701	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹13.6540
1 Jun 2026	₹13.6554
31 May 2026	₹13.6403
29 May 2026	₹13.6383
27 May 2026	₹13.6400
26 May 2026	₹13.6368
25 May 2026	₹13.6352
22 May 2026	₹13.6188
21 May 2026	₹13.6179
20 May 2026	₹13.6247

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 - Regular Plan - Annual IDCW is ₹13.6540. It's a Fund of Funds - Domestic from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual 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 - Regular Plan - Annual 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 - Regular Plan - Annual IDCW has delivered a absolute return of 2.59% — -19.64 pp behind the Fund of Funds - Domestic category average of 22.24%. The fund ranks #45 of 77 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW has delivered a CAGR of 5.04% — -10.27 pp behind the Fund of Funds - Domestic category average of 15.32%. The fund ranks #33 of 41 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW has delivered a CAGR of 4.08% — -4.24 pp behind the Fund of Funds - Domestic category average of 8.32%. The fund ranks #19 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW exactly 5 years ago would be worth approximately ₹122,115 today — a multiplier of 1.22×, based on the 5-year CAGR of 4.08%. The category average over the same window would have grown ₹1 lakh to ₹149,131.

A ₹10,000 monthly SIP in Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹671,528 today. That's an XIRR (money-weighted annualised return) of 4.45%.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹671,528 — XIRR 4.45%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW ranks #19 out of 27 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 8.32%; this fund delivered 4.08%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW has experienced over the last 5-year window is 3.14% — its NAV fell from a high on 25 Mar 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 - Regular Plan - Annual IDCW averaged 4.75% (best 5.31%, worst 4.08%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.00 — negative risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual IDCW returned 5.93% — lagging the Fund of Funds - Domestic category average of 34.91% by 28.98 pp. It ranked #37 of 55 in its category that year.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Annual 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 - Regular Plan - Annual 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: 3.1%. 5-year CAGR: 4.08%.

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 - Regular Plan - Annual 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

More from Axis