Axis Income Plus Arbitrage Active FoF Direct Growth

Axis Income Plus Arbitrage Active FoF Direct Growth

+8.00%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Mar '26
₹15.26
Min. for SIP
₹100
Fund size
₹2,092.43 Cr
Expense ratio
0.06%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,323
+1.08%
1 year₹60,000₹61,547
+2.58%
3 years₹1,80,000₹2,01,178
+11.77%
5 years₹3,00,000₹3,59,360
+19.79%

Holdings (7)

NameSectorInstrumentsAssets
Axis Corporate Bond Fund Direct-Growth--Mutual Fund38.99%
Axis Arbitrage Fund Direct-Growth--Mutual Fund19.56%
Aditya Birla Sun Life Arbitrage Fund Direct-Growth--Mutual Fund15.69%
Bandhan Short Duration Fund Direct-Growth--Mutual Fund9.38%
Nippon India Corporate Bond Fund Direct-Growth--Mutual Fund8.04%
Axis Gilt Fund Direct Plan-Growth--Mutual Fund2.81%
ICICI Prudential Gilt Fund Direct Plan-Growth--Mutual Fund1.92%

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+7.7%+8.0%+6.9%+7.1%
Category average (Debt Dynamic Bond)+7.4%------
Rank (Debt Dynamic Bond)1------

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

KK
Karthik Kumar
Feb 2025 - Present
View details

Education
Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience
Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong

AD
Anagha Darade
Apr 2024 - Present
View details

Education
Ms. Darade has done B.Com and CA
Experience
Prior to joining Axis Mutual Fund, she has worked with Haribhakti & Co. and R.S. Sanghai & Associates

About Axis Income Plus Arbitrage Active FoF Direct Growth

Axis Income Plus Arbitrage Active FoF Direct Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Income Plus Arbitrage Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 17 Mar 2026 is ₹15.26. The Axis Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The Scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes.
Fund benchmarkNIFTY Composite Debt Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,