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

We don't give personal investment advice. Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly 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: 6.40%.

Axis

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

Latest NAV

₹15.3027

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%	-4.18%	+4.23	38 / 100	Q2
1W	0.00%	-4.68%	+4.68	28 / 100	Q2
2W	-0.04%	-5.34%	+5.30	39 / 100	Q2
1M	+0.68%	-5.74%	+6.43	39 / 100	Q2
3M	+1.68%	-4.97%	+6.64	40 / 100	Q2
6M	+3.12%	-5.75%	+8.87	19 / 92	Q1
YTD	+3.13%	-3.32%	+6.44	27 / 90	Q2
1Y	+5.52%	+13.10%	-7.57	37 / 81	Q2
2Y	+7.35%	+13.98%	-6.64	22 / 51	Q2
3Y	+7.46%	+13.59%	-6.12	29 / 41	Q3
4Y	+7.32%	+12.50%	-5.18	24 / 36	Q3
5Y	+6.40%	+8.19%	-1.79	15 / 27	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.80%	+8.51%	-1.72	50 / 100	Q2

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	+3.13%	+1.17%	+1.96	27 / 85
2025	+7.97%	+34.91%	-26.94	29 / 55
2024	+8.97%	+12.37%	-3.40	26 / 42
2023	+6.52%	+13.03%	-6.51	32 / 41
2022	+3.50%	+2.29%	+1.21	10 / 29
2021	+4.82%	+7.04%	-2.22	14 / 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

+6.56%

67 windows

min 2.3% · max 10.7%

100% positive

3-Year rolling

+6.45%

43 windows

min 4.8% · max 8.0%

100% positive

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

5-Year rolling

+6.54%

18 windows

min 6.2% · max 7.2%

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

1.64%

3-year · annualised

Sharpe ratio

0.46

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.81%

Oct 2024 → Oct 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	₹10.1300	17 Jul 2026
Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan- IDCW Payout	Nippon India	₹10.6193	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹10.2353	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹39.0725	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - IDCW	Bandhan	₹26.8946	17 Jul 2026
Quantum Diversified Equity All Cap Active FOF - Regular Plan IDCW	Quantum	₹84.6000	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW	Aditya Birla Sun Life	₹39.2303	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)	Motilal Oswal	₹28.3085	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - IDCW	Mirae Asset	₹11.6440	17 Jul 2026
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-IDCW	Kotak	₹13.0853	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.3027
16 Jul 2026	₹15.2962
15 Jul 2026	₹15.2894
14 Jul 2026	₹15.2874
13 Jul 2026	₹15.3048
10 Jul 2026	₹15.3034
9 Jul 2026	₹15.2931
8 Jul 2026	₹15.2915
7 Jul 2026	₹15.3154
6 Jul 2026	₹15.3161

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 - Regular Plan - Monthly IDCW is ₹15.3027. 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 - Monthly 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 - Regular Plan - Monthly 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 - Monthly IDCW has delivered a absolute return of 5.52% — -7.57 pp behind the Fund of Funds - Domestic category average of 13.10%. The fund ranks #37 of 81 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW has delivered a CAGR of 7.46% — -6.12 pp behind the Fund of Funds - Domestic category average of 13.59%. The fund ranks #29 of 41 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW has delivered a CAGR of 6.40% — -1.79 pp behind the Fund of Funds - Domestic category average of 8.19%. The fund ranks #15 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW exactly 5 years ago would be worth approximately ₹136,369 today — a multiplier of 1.36×, based on the 5-year CAGR of 6.40%. The category average over the same window would have grown ₹1 lakh to ₹148,244.

A ₹10,000 monthly SIP in Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹717,248 today. That's an XIRR (money-weighted annualised return) of 7.07%.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹717,248 — XIRR 7.07%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW ranks #15 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 8.19%; this fund delivered 6.40%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW has experienced over the last 5-year window is 1.14% — 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 - Regular Plan - Monthly IDCW averaged 6.54% (best 7.17%, worst 6.22%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.16 — negative risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly IDCW returned 7.97% — lagging the Fund of Funds - Domestic category average of 34.91% by 26.94 pp. It ranked #29 of 55 in its category that year.

Axis Income Plus Arbitrage Active FOF - Regular Plan - Monthly 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 - Monthly 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: 6.40%.

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 - Monthly 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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