OriginFunds
Axis Mutual Fund

Axis Income Plus Arbitrage Active FOF - Direct Plan - Monthly IDCW

Open Ended Schemes(Other Scheme - FoF Domestic)Moderate RiskISIN INF846K01U41
NAV · 03-Jul-2026
15.6470
1M
+1.65%
6M
+3.38%
1Y (CAGR)
+6.20%
3Y (CAGR)
+7.99%
5Y (CAGR)
+6.85%
Since inception (CAGR)
+7.21%

NAV history

13.1314.0314.9404-07-202303-07-202615.65
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
1.65%
Downside dev (3y)
1.41%
Max drawdown (3y)
-0.8%
Sharpe (3y)
0.90
SIP XIRR (3y)
+7.83%
SIP XIRR (5y)
+7.59%
Calendar-year returns
2021 +5.2%2022 +3.9%2023 +7.0%2024 +9.1%2025 +8.2%

Fund facts

AUM₹21,090 Cr
Expense ratio0.06% · 2026-05-31
TER · AMFI officialDirect 0.06% · Regular 0.53% (2026-06-30)
Launch date10-Jan-2020
Plan typeOpen Ended · Others
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility1.93
AMCAxis Asset Management Co. Ltd.

Objective · To generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds.

scheme documents ↗