Axis Income Plus Arbitrage Omni FoF Growth

Axis Income Plus Arbitrage Omni FoF Growth

+7.46%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep '26
₹15.40
Min. for SIP
₹100
Fund size (AUM)
₹2,234.43 Cr
Expense ratio
0.54%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,366
+1.22%
1 year₹60,000₹61,514
+2.52%
3 years₹1,80,000₹1,98,502
+10.28%
5 years₹3,00,000₹3,55,288
+18.43%

Holdings (11)

NameSectorInstrumentsAssets
Axis Corporate Bond Fund Direct-GrowthUnspecifiedMutual Fund39.79%
Axis Enhanced Arbitrage Fund Direct-GrowthUnspecifiedMutual Fund23.52%
Birla Sun Life Enhanced Arbitrage Fund Direct-GrowthUnspecifiedMutual Fund13.40%
Reliance Medium Term Fund Direct-GrowthUnspecifiedMutual Fund13.30%
Birla Sun Life Short Term Direct Fund-GrowthUnspecifiedMutual Fund2.48%
Others CBLOUnspecifiedCBLO2.48%
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-GrowthUnspecifiedMutual Fund1.70%
Axis Overnight Fund Direct-GrowthUnspecifiedMutual Fund1.35%
Kotak Arbitrage Fund Direct-GrowthUnspecifiedMutual Fund1.14%
Aditya Birla Sun Life Gilt Fund Direct Plan-GrowthUnspecifiedMutual Fund0.89%
Net PayablesUnspecifiedNet Payables-0.06%
See All

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+5.6%+7.5%+6.3%+6.7%
Category average (Debt Dynamic Bond)+5.5%----+6.5%
Rank (Debt Dynamic Bond)8------

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

Fund management

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 Omni FoF Growth

Axis Income Plus Arbitrage Omni FoF Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Hardik Shah is the Current Fund Manager of Axis Income Plus Arbitrage Omni FoF Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,92,677 Cr and the Latest NAV as of 21 Sep 2026 is ₹15.40. The Axis Income Plus Arbitrage Omni FoF 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₹3,92,677.12 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,