Axis Income Plus Arbitrage Passive FOF
Axis Mutual Fund · Domestic FoF · Regular plan, growth option
| Period | Scheme | Category median | Income plus arbitrage FoF median |
|---|---|---|---|
| 1 month | 0.4% | -3.7% | 0.2% |
| 3 months | 1.4% | -1.1% | 0.8% |
| 6 months | 3.3% | 3.0% | 3.0% |
| Year to date | 4.6% | 1.8% | 3.8% |
| 1 year | n/a | 4.9% | 5.2% |
| 3 years (CAGR) | n/a | 12.3% | 7.5% |
| 5 years (CAGR) | n/a | 9.8% | 6.1% |
| 7 years (CAGR) | n/a | 13.3% | 8.5% |
| 10 years (CAGR) | n/a | 11.0% | 7.2% |
| Since first NAV (CAGR) | 5.2% | – | – |
“Income plus arbitrage FoF” is MFIC's grouping of Domestic FoF schemes by the theme or index in their names, not an AMFI category.
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 8.6% |
| 3Y rolling median | n/a | 12.8% |
| 3Y rolling worst | n/a | 4.8% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 10.8% |
| 5Y rolling worst | n/a | 4.1% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 14.1% |
| Sharpe ratio | n/a | 0.60 |
| Sortino ratio | n/a | 0.89 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −0.1% | −19.6% |
| Maximum drawdown, last 10Y | n/a | −23.7% |
| Maximum drawdown, last 5Y | n/a | −15.1% |
| Current drawdown | 0.0% | −8.3% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
The Regular plan's expense ratio is 0.41% a year and the Direct plan's 0.06%, a gap of 0.35%. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹9,43,380.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
| Fund manager | Role | Managing since |
|---|---|---|
| Devang Shah | Comanage | 12 Nov 2025 |
| Aditya Pagaria | Comanage and Mr. Hardik Satra -Comanage | 12 Nov 2025 |
| Hardik Satra | Comanage | 12 Nov 2025 |
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 0.41% | 0.59% |
| AUM, whole scheme (₹ crore) | 114 | 225 |
| Riskometer | Low to Moderate | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: 65% NIFTY Short Duration Debt Index + 35% Nifty 50 Arbitrage TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Domestic FoF Regular plans; how it is calculated.
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | 4.6% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
- What is the latest NAV of Axis Income Plus Arbitrage Passive FOF?
- The NAV of the Regular plan (growth option) was ₹10.5339 on 1 Oct 2026, as published by AMFI.
- Which category is Axis Income Plus Arbitrage Passive FOF in?
- It is classified as Domestic FoF in AMFI's daily NAV file. MFIC compares it with 159 Domestic FoF schemes (Regular plans).
- What was the largest fall in Axis Income Plus Arbitrage Passive FOF's NAV?
- The largest peak-to-trough fall in its available history was 0.1%.
- What is the expense ratio (TER) of Axis Income Plus Arbitrage Passive FOF?
- The total expense ratio of the Regular plan is 0.41% a year, as disclosed to AMFI (median of Domestic FoF Regular plans: 0.59%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Axis Income Plus Arbitrage Passive FOF?
- Assets under management of the whole scheme were ₹114 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Axis Income Plus Arbitrage Passive FOF?
- AMFI lists the scheme's riskometer as “Low to Moderate”, and its benchmark's as “Low to Moderate”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- Who manages Axis Income Plus Arbitrage Passive FOF?
- According to its Scheme Summary Document, Axis Income Plus Arbitrage Passive FOF is managed by Devang Shah (since 12 Nov 2025), Aditya Pagaria (since 12 Nov 2025), Hardik Satra (since 12 Nov 2025).
- What is the minimum investment in Axis Income Plus Arbitrage Passive FOF?
- The minimum application amount is ₹100. SIP details: SIP - Daily-100/- / Weekly-100/-/Monthly-100/- / Yearly-6000/- STP - Daily- 1000 / Weekly-1000/ Fortnightly-1000/ Monthly-1000/ Quarterly-3000/- SWP - Weekly, Monthly , Quarterly , Half Yearly and Yearly -1000/-..
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