Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Reinvestment
Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Reinvestment: Mutual Fund Overview
Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Reinvestment is an Income plus Arbitrage mutual fund with over 6.12 years of performance history. The scheme manages an AUM of ₹2092.42 Cr and has a NAV of ₹11.419. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.69%.
Hybrid, Income plus Arbitrage, Principal at low to moderate risk
1 Year Return 7.69% at 12 Mar 2026 07:48 PM
Fund Details
NAV 11.419
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 6.12
Fund Size(in Crores) 2092.42
Fund Performance
1 Month 0.45%
3 Month 1.15%
6 Month 2.69%
1 Year 7.69%
3 Year 7.8%
5 Year 6.49%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.17%) Market Cap Small Cap 30.98 Mid Cap 18.78 Large Cap 46.41 Top Sectors Financial 33 Automobile 11.45 Capital Goods 9.15 Metals & Mining 8.08 Energy 7.1 Healthcare 5.56 Technology 4.78 Construction 3.3 Communication 2.46 Consumer Discretionary 2.44 Materials 2.18 Chemicals 2.11 Consumer Staples 2.11 Services 1.41 Insurance 1.04 Top Holding Endurance Technologies 1.27 Apollo Hospitals Enterprise 1.15 Navin Fluorine International 0.89 Park Medi World 1.09 Affle 3I 1.36 KEC International 0.94 LG Electronics India 1.03 LTIMindtree 1.01 Voltamp Transformers 1.28 PTC Industries 1.51 Tata Motors 1.17 Bharat Heavy Electricals 1.26 Piramal Pharma 1.01 Bandhan Bank 1.06 Motilal Oswal Financial Services 0.98 Larsen & Toubro 3.3 Bharti Airtel 2.46 Ambuja Cements 1.37 Hindustan Copper 1.25 Manappuram Finance 0.84 Mazagon Dock Shipbuilders 1.01 Cholamandalam Investment and Finance Company 1.16 Tata Motors Passenger Vehicles 1.28 Equitas Small Finance Bank 1.32 Fusion Fin 0.93 Craftsman Automation 1.53 City Union Bank 1.03 Ujjivan Small Finance Bank 1.54 Infosys 0.92 Indusind Bank 1.16 Bajaj Finance 1.07 Cohance Lifesciences 0.72 Power Fin. Corp. 1.06 Samvardhana Motherson 1.79 Hindalco Industries 0.86 Hexaware Technologies 0.72 Container Corporation Of India 0.81 Midwest 0.81 Escorts Kubota 1.38 Shriram Finance 2.39 Solar Industries India 1.22 Reliance Industries 4.35 HDFC Bank 4.08 Ather Energy 1.72 Bank of India 1.08 Hindustan Zinc 1.1 ZF Commercial 1.31 VA Tech Wabag 1.25 SBI Life Insurance Company 1.04 Emami 1.11 NTPC 2.75 Aditya Birla Capital 0.78 Housing & Urban Dev Corp 1.17 Ramkrishna Forgings 1.11 eClerx Services 0.6 IDFC First Bank 1 KSB 1.34 Shakti Pumps (India) 0.68 RBL Bank 1 Britannia Industries 1 Aptus Value Housing Finance India 0.89 Vedanta 1.01 Axis Bank 3.71 Blue Star 1.41 Aster DM Healthcare 1.59 IDBI Bank 1.86 Mphasis 0.77 Jindal Steel 1.24 Ajax Engineering 0.9 KSH International 0.49 State Bank of India 2.89
Debt & Others (3.83%) Sector Allocation Net Receivables 2.3 Repo/CBLO 1.53 Debt Credit Ratings Debt Category Others 3.83
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-Growth Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-IDCW Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multicap Fund Regular-Growth Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Payout Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Reinvestment Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-Growth Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Payout Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-Growth Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.45%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Anagha Darade
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
Karthik Kumar
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
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 6
Date of Incorporation 2020-01-28
Total AUM 366904.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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