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 - Regular 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: 7.0%. 5-year CAGR: 0.34%.

Axis

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

Latest NAV

₹11.3448

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	72 / 100	Q3
1W	+0.13%	-4.70%	+4.83	21 / 100	Q1
2W	+0.16%	-4.26%	+4.41	36 / 100	Q2
1M	+0.13%	-2.40%	+2.53	64 / 100	Q3
3M	-0.69%	-4.89%	+4.20	51 / 97	Q3
6M	-0.83%	+3.08%	-3.91	63 / 89	Q3
YTD	+0.19%	-1.15%	+1.35	54 / 90	Q3
1Y	-0.89%	+22.24%	-23.13	59 / 77	Q4
2Y	+1.41%	+18.69%	-17.28	38 / 50	Q4
3Y	+0.85%	+15.32%	-14.47	37 / 41	Q4
4Y	+0.35%	+11.96%	-11.62	34 / 35	Q4
5Y	+0.34%	+8.32%	-7.98	25 / 27	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.00%	+11.30%	-9.30	76 / 100	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	+0.19%	+3.46%	-3.26	53 / 85
2025	+2.41%	+34.91%	-32.50	41 / 55
2024	+3.22%	+12.37%	-9.15	37 / 42
2023	-1.46%	+13.03%	-14.50	41 / 41
2022	-4.98%	+2.29%	-7.27	28 / 29
2021	+4.82%	+7.04%	-2.22	13 / 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

+1.66%

66 windows

min -4.8% · max 9.4%

61% positive

3-Year rolling

+0.52%

41 windows

min -1.0% · max 2.8%

63% positive

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

5-Year rolling

+1.27%

17 windows

min 0.3% · max 2.2%

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

3.15%

3-year · annualised

Sharpe ratio

-1.78

vs risk-free 6.5%

Sortino ratio

-2.45

Downside-only deviation

Max drawdown

-3.17%

Jun 2023 → Jan 2024

% positive months

63.9%

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	₹11.3448
1 Jun 2026	₹11.3459
31 May 2026	₹11.3334
29 May 2026	₹11.3317
27 May 2026	₹11.3332
26 May 2026	₹11.3305
25 May 2026	₹11.3292
22 May 2026	₹11.3156
21 May 2026	₹11.3148
20 May 2026	₹11.3205

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 - Quarterly IDCW is ₹11.3448. 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 - 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 - Regular 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 - Regular Plan - Quarterly IDCW has delivered a absolute return of -0.89% — -23.13 pp behind the Fund of Funds - Domestic category average of 22.24%. The fund ranks #59 of 77 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW has delivered a CAGR of 0.85% — -14.47 pp behind the Fund of Funds - Domestic category average of 15.32%. The fund ranks #37 of 41 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW has delivered a CAGR of 0.34% — -7.98 pp behind the Fund of Funds - Domestic category average of 8.32%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW exactly 5 years ago would be worth approximately ₹101,719 today — a multiplier of 1.02×, based on the 5-year CAGR of 0.34%. 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 - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹611,244 today. That's an XIRR (money-weighted annualised return) of 0.73%.

Axis Income Plus Arbitrage Active FOF - Regular 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 ₹611,244 — XIRR 0.73%.

On a 5-year basis, Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW ranks #25 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 0.34%.

The worst peak-to-trough decline Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW has experienced over the last 5-year window is 6.99% — its NAV fell from a high on 25 Mar 2022 to a low on 05 Jan 2024. 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 - Quarterly IDCW averaged 1.27% (best 2.24%, worst 0.34%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.86 — negative risk-adjusted performance.

In calendar year 2025, Axis Income Plus Arbitrage Active FOF - Regular Plan - Quarterly IDCW returned 2.41% — lagging the Fund of Funds - Domestic category average of 34.91% by 32.50 pp. It ranked #41 of 55 in its category that year.

Axis Income Plus Arbitrage Active FOF - Regular 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 - Regular 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: 7.0%. 5-year CAGR: 0.34%.

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