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

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly 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: 6.5%. 5-year CAGR: -0.01%.

Axis

Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW

Latest NAV

₹12.0069

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%	-3.73%	+3.72	73 / 100	Q3
1W	+0.13%	-4.70%	+4.82	23 / 100	Q1
2W	+0.16%	-4.26%	+4.41	38 / 100	Q2
1M	+0.13%	-2.40%	+2.53	61 / 100	Q3
3M	-2.62%	-4.89%	+2.27	65 / 97	Q3
6M	-1.47%	+3.08%	-4.55	65 / 89	Q3
YTD	-1.76%	-1.15%	-0.60	66 / 90	Q3
1Y	-2.14%	+22.24%	-24.38	63 / 77	Q4
2Y	+0.18%	+18.69%	-18.51	42 / 50	Q4
3Y	+0.25%	+15.32%	-15.07	40 / 41	Q4
4Y	-0.14%	+11.96%	-12.10	35 / 35	Q4
5Y	-0.01%	+8.32%	-8.33	26 / 27	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.92%	+11.30%	-8.38	72 / 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	-1.76%	+3.46%	-5.21	65 / 85
2025	+1.13%	+34.91%	-33.78	44 / 55
2024	+2.01%	+12.37%	-10.36	39 / 42
2023	-1.22%	+13.03%	-14.25	40 / 41
2022	-2.69%	+2.29%	-4.99	24 / 29
2021	+4.85%	+7.04%	-2.19	12 / 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

+1.79%

66 windows

min -3.7% · max 17.8%

65% positive

3-Year rolling

+0.70%

41 windows

min -0.8% · max 6.0%

73% positive

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

5-Year rolling

+1.38%

17 windows

min 0.0% · max 3.8%

94% 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

4.22%

3-year · annualised

Sharpe ratio

-1.46

vs risk-free 6.5%

Sortino ratio

-1.71

Downside-only deviation

Max drawdown

-4.20%

Sep 2025 → Mar 2026

% positive months

72.2%

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	₹12.0069
1 Jun 2026	₹12.0081
31 May 2026	₹11.9949
29 May 2026	₹11.9931
27 May 2026	₹11.9946
26 May 2026	₹11.9918
25 May 2026	₹11.9904
22 May 2026	₹11.9759
21 May 2026	₹11.9751
20 May 2026	₹11.9812

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 - Half Yearly IDCW is ₹12.0069. 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 - Half Yearly 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 - Half Yearly 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 - Half Yearly IDCW has delivered a absolute return of -2.14% — -24.38 pp behind the Fund of Funds - Domestic category average of 22.24%. The fund ranks #63 of 77 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW has delivered a CAGR of 0.25% — -15.07 pp behind the Fund of Funds - Domestic category average of 15.32%. The fund ranks #40 of 41 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW has delivered a CAGR of -0.01% — -8.33 pp behind the Fund of Funds - Domestic category average of 8.32%. The fund ranks #26 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW exactly 5 years ago would be worth approximately ₹99,951 today — a multiplier of 1.00×, based on the 5-year CAGR of -0.01%. 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 - Half Yearly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹596,672 today. That's an XIRR (money-weighted annualised return) of -0.22%.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹596,672 — XIRR -0.22%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW ranks #26 out of 27 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 8.32%; this fund delivered -0.01%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW has experienced over the last 5-year window is 6.53% — 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 - Regular Plan - Half Yearly IDCW averaged 1.38% (best 3.81%, worst -0.01%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is -1.49 — negative risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW returned 1.13% — lagging the Fund of Funds - Domestic category average of 34.91% by 33.78 pp. It ranked #44 of 55 in its category that year.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly 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 - Half Yearly 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: 6.5%. 5-year CAGR: -0.01%.

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