OriginFunds
Axis Mutual Fund

Axis Income Plus Arbitrage Active FOF - Regular Plan - Half Yearly IDCW

Open Ended Schemes(Other Scheme - FoF Domestic)Moderate RiskISIN INF846K01V81
NAV · 03-Jul-2026
12.2001
1M
+1.61%
6M
-0.18%
1Y (CAGR)
-0.95%
3Y (CAGR)
+0.77%
5Y (CAGR)
+0.26%
Since inception (CAGR)
+3.14%

NAV history

11.7812.0212.2504-07-202303-07-202612.20
 hover for values

Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
4.95%
Downside dev (3y)
7.85%
Max drawdown (3y)
-4.2%
Sharpe (3y)
-1.16
SIP XIRR (3y)
+0.74%
SIP XIRR (5y)
+0.40%
Calendar-year returns
2021 +4.9%2022 -2.7%2023 -1.1%2024 +1.9%2025 +1.0%

Fund facts

AUM₹21,090 Cr
TER · AMFI officialDirect 0.06% · Regular 0.53% (2026-06-30)
Launch date10-Jan-2020
Plan typeOpen Ended · Others
Min lumpsumRs. 5000 and in multiples of Re. 1/- thereafter
Lock-inNone
Volatility2.62
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 ↗