| Launch date | 28 Oct 2025 |
| Allotment date | 12 Nov 2025 |
| End date | 11 Nov 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.02%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Devang ShahOct 2025 - PresentView details
Aditya PagariaOct 2025 - PresentView details
Hardik SatraOct 2025 - PresentView details
Karthik KumarOct 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #7 in India |
|---|---|
| Total AUM | ₹3,66,904.00Cr |
| Date of Incorporation | 04 Sep 2009 |
|---|
Axis Income Plus Arbitrage Passive FoF Direct Growth is a -- 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 Passive FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 08 Apr 2026 is ₹10.23. The Axis Income Plus Arbitrage Passive FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;
Investment Objective
The scheme seeeks to generate optimal returns over medium term by investing in passive debt oriented mutual fund schemes and arbitrage funds. ;
| Fund benchmark | -- |
|---|
Fund house contact details
Peer Comparison
| Fund name | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Franklin India Mid Cap Fund Direct Growth | 3 | 7.3% | 21.0% | 12,327.87 |
Nippon India Small Cap Fund Direct Growth | 4 | 9.0% | 20.3% | 67,641.50 |
Franklin India Small Cap Fund Direct Growth | 3 | 7.8% | 18.4% | 12,934.43 |
HDFC Small Cap Fund Direct Growth | 4 | 10.5% | 17.3% | 37,423.94 |
Franklin India Technology Fund Direct Growth | -- | 3.1% | 16.5% | 1,670.19 |