Axis Income Plus Arbitrage Active FoF Direct-IDCW Monthly Payout
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Hybrid, Income plus Arbitrage, Principal at moderate risk
1 Year Return 8.17% at 22 Dec 2025 06:33 PM
Fund Details
NAV 15.0938
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 5.9
Fund Size(in Crores) 2208.27
Fund Performance
1 Month 0.22%
3 Month 1.55%
6 Month 2.73%
1 Year 8.17%
3 Year 8.02%
5 Year 6.66%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (-0.46%) Market Cap Large Cap 51.95 Small Cap -68.45 Mid Cap 16.04 Top Sectors Consumer Staples 0 Top Holding Godrej Properties 0 PNB Housing Finance -0.01 Lodha Developers 0 IIFL Finance 0 UPL 0 Hindalco Industries -0.02 Samvardhana Motherson 0 United Spirits 0 Max Healthcare Institute 0 Bosch 0 Kalyan Jewellers India -0.01 Bank of Baroda -0.01 Bharti Airtel -0.01 Bank of India 0 GAIL (India) 0 Lupin 0 Ultratech Cement 0 Larsen & Toubro 2.5 The Indian Hotels Company 0 Union Bank of India 0 Alkem Laboratories 0 Coforge 0 Aurobindo Pharma 0 JSW Steel 0 Grasim Industries 0 Mazagon Dock Shipbuilders 0 Tata Motors Passenger Vehicles -0.01 Bajaj Finance 0 REC 0 Indusind Bank 0 GMR Airports 0 Trent - Warrant -0.52 Punjab National Bank 0 Aditya Birla Capital 0 Tech Mahindra 0 Patanjali Foods 0 State Bank of India -0.01 Indus Towers 0 Hindustan Zinc 0 Mphasis 0 ICICI Bank -0.02 IBUL - PP -0.64 Yes Bank -0.02 Canara Bank 0 DLF -0.01 Sammaan Capital 0.64 Glenmark Pharmaceuticals 0 Tata Steel -0.01 NMDC 0 IDFC First Bank 0 Adani Energy Solutions -0.01 Adani Ports and Special Economic Zone -0.01 ITC -0.01 Dixon Technologies (India) -0.01 Divi's Laboratories 0 Nestle India 0 Eternal -0.02 LIC Housing Fin. -0.01 Axis Bank Warrant -3.53 Larsen & Toubro Pref. Shares -2.52 Reliance Industries 3.99 Hindustan Aero 0 Bharat Electronics 0 Varun Beverages 0 Apollo Hospitals Enterprise 0 Crompton Greaves Con. Electricals 0 Biocon 0 Petronet LNG 0 HCL Technologies 0 Container Corporation Of India 0 Maruti Suzuki India -0.01 ICICI Prudential 0 Mahindra & Mahindra 0 HFCL 0.17 HFCL Pref. Shares -0.17 Kotak Mahindra Bank -0.02 JIO Financial 0 MCX -0.01 Trent 0.51 NHPC 0 Hindustan Petroleum Corporation 0 Marico -0.02 Axis Bank 3.51 Vedanta 0 Prestige Estates Projects 0 Cipla 0 Indian Oil Corporation 0 NCC 0 IEX 0 Bandhan Bank 0 HDFC Bank -0.03 Vodafone Idea -0.01 Reliance Industries Ltd - Partly Paid Equity -4.01 Ambuja Cements 0 NBCC (India) 0 RBL Bank -0.01 JSW Energy 0 Tata Power Company 0 Britannia Industries 0
Debt & Others (100.46%) Sector Allocation Bonds 1.37 Cash Margin 75.72 Net Current Assets 3.49 Debt Credit Ratings Cash 75.72 SOV 10.66 A1+ 9.51 Cash & Call Money 3.02 AA+ 1.37 Debt Category Muthoot Finance 6.69 JM Liquid Direct-G 3.78 Others 78.52 Reserve Bank of India 10.11
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-Growth Ret 1M 0.39% Ret 1Y 6.42% Ret 3Y 7.07% Ret 5Y 5.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Ret 1M 0.39% Ret 1Y 6.42% Ret 3Y 7.07% Ret 5Y 5.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.39% Ret 1Y 6.42% Ret 3Y 7.07% Ret 5Y 5.76%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-Growth Ret 1M 0.41% Ret 1Y 6.34% Ret 3Y 6.98% Ret 5Y 5.73%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Payout Ret 1M 0.41% Ret 1Y 6.34% Ret 3Y 6.98% Ret 5Y 5.73%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.41% Ret 1Y 6.34% Ret 3Y 6.98% Ret 5Y 5.73%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-Growth Ret 1M 0.39% Ret 1Y 6.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Payout Ret 1M 0.39% Ret 1Y 6.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.39% Ret 1Y 6.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-Growth Ret 1M 0.37% Ret 1Y 6.21% Ret 3Y 7.01% Ret 5Y 5.67%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-IDCW Monthly Ret 1M 0.37% Ret 1Y 6.21% Ret 3Y 7.01% Ret 5Y 5.67%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.05%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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.
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 moderate risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2020-01-28
Total AUM 2025-11-30
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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