Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Payout

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 (89.75%) Market Cap Large Cap 4.8 Small Cap 71.39 Mid Cap 13.56 Top Sectors Financial 20.18 Healthcare 10.17 Services 9.41 Construction 8.15 Consumer Staples 6.83 Chemicals 5.22 Energy 4.19 Capital Goods 3.93 Consumer Discretionary 3.77 Metals & Mining 3.61 Textiles 3.37 Materials 3.08 Technology 2.2 Insurance 2.06 Automobile 1.96 Communication 1.56 Others 0.06 Top Holding Quess Corp 0.14 SH Kelkar 0.44 Jindal Saw 0.13 Rishabh Instruments 0.01 Mahindra Lifespace Developers 0.33 All Time Plastics 0.07 Garware Hi-Tech Films 0.1 Max Estates 0.27 BlackBuck 0.06 Optiemus Infracom 0.02 Senco Gold 0.89 KFin Technologies 0.26 Sansera Engineering 0.28 Godavari Biorefineries 0.05 Aptus Value Housing Finance India 0.48 PVR Inox 0.02 Repco Home Finance 0.85 Shaily Eng Plastics 0.85 Archean Chemical Industries 0.2 Cyient 0.9 Bombay Burmah Trading Corporation 0.16 Time Technoplast 0.11 Star Health and Allied Insurance Company 0.25 Kirloskar Oil Engines 0.69 Vikram Solar 0.4 Ellenbarrie Industrial Gases 0.04 Brigade Hotel Ventures 0.13 Awfis Space Solutions 0.19 STL Networks 0.02 Prestige Estates Projects 0.56 Nitin Spinners 0.53 Ethos 0.34 Fedbank Financial Services 0.49 PNB Housing Finance 1.32 Signatureglobal (India) 0.47 The Ramco Cements 0.1 Suryoday Small Finance Bank 0.09 Thirumalai Chemicals 0.06 Hindustan Zinc 0.44 LIC Housing Fin. 0.8 NTPC Green Energy 0.15 Eureka Forbes 0.14 PTC India 0.02 Medplus Health Services 0.18 Landmark Cars 0.12 Updater Services 0.24 eClerx Services 0.29 Emcure Pharmaceuticals 0.19 Ujjivan Small Finance Bank 0.3 Jubilant Ingrevia 0.41 Emami 0.13 Alicon Castalloy 0.13 Kewal Kiran Clothing 0.38 Safari Industries (India) 0.02 Clean Science And Technology 0.14 Jyoti CNC Automation 0.05 Tata Communications 0.46 LT Foods 2.46 Birla Corporation 0.28 Aurobindo Pharma 0.47 Kolte-Patil Developers 0.37 Stove Kraft 0.26 Narayana Hrudayalaya 0.16 JK Paper 0.08 DCB Bank 1 KEC International 0.26 Finbud Financial Services 0.02 Vishnu Chemicals 0.23 Sagility 0.19 CESC 0.21 Sudeep Pharma 0.05 Keystone Realtors 0.13 Kirloskar Ferrous Industries 0.27 Eris Lifesciences 0.29 Sterlite Technologies 0.15 Info Edge (India) 1.12 Saregama India 0.07 Power Mech Projects 0.2 VRL Logistics 0.05 Metropolis Healthcare 0.15 Artemis Medicare Services 0.07 Indusind Bank 0.59 Apar Industries 1.23 Crompton Greaves Con. Electricals 0.49 Greenply Industries 0.12 Juniper Hotels 0.33 Inox Wind 0.61 Vidya Wires 0.24 Orchid Pharma 0.13 ACME Solar Holdings 0.24 TVS Holdings 1 Syrma SGS Technology 0.28 P N Gadgil Jewellers 0.58 Pondy Oxides & Chemicals 0.25 Epigral 0.39 Nephrocare Health Services 0.03 Fractal Analytics 0.11 Gujarat State Petronet 0.04 Pennar Industries 0.36 ICICI Lombard Gen. Insurance 0.92 National Aluminium Company 0.26 Indiamart 0.1 One97 Communications 0.86 Amanta Healthcare 0.08 Krishna Institute 0.11 Sai Life Sciences 0.01 Vedanta 0.37 RHI Magnesita 0.21 REC 3.56 Birlasoft 0.34 Mayur Uniquoters 0.06 Triveni Engineering & Inds. 0.17 Nuvama Wealth Management 0.35 Godawari Power And Ispat 0.67 NCC 0.4 JB Chemicals 0.15 Gulf Oil Lubricants India 0.1 Jupiter Wagons 0.31 Angel One 0.74 Styrenix Performance Materials 0.35 Baazar Style Retail 0.32 Satin Creditcare 0.12 TruAlt Bioenergy 0.36 NLC India 0.23 Power Fin. Corp. 0.89 Aarti Industries 0.22 Aegis Vopak Terminals 0.09 GK Energy 0.01 Tilaknagar Industries 0.33 PB Fintech 0.22 Mastek 0.47 The South Indian Bank 2.13 Ecos (India) Mobility & Hospitality 0.13 Windlas Biotech 0.07 Jubilant Pharmova 0.96 Pine Labs 0.03 Cholamandalam Financial 1.25 Oswal Pumps 0.09 Cohance Lifesciences 0.35 Orient Electric 0.02 MOIL 0.04 Steel Strips Wheels 0.2 Shilpa Medicare 0.42 FDC 0.08 Skipper 0.17 TBO Tek 0.06 Butterfly Gandhimathi 0.01 Kilburn Engineering 0.39 Concord Enviro Systems 0.06 Aditya Birla Real Estate 0.57 Piramal Pharma 0.75 Yatharth Hospital & Trauma Care Services 1.34 State Bank of India 1.23 Godrej Industries 1.07 CAMS 0.24 Saatvik Green Energy 0.76 GPT Healthcare 0.2 Aster DM Healthcare 0.22 Aditya Birla AMC 0.17 Samvardhana Motherson 0.28 Ventive Hospitality 0.1 Kirloskar Pneumatic 0.15 GMM Pfaudler 0.16 Zee Entertainment Enterprises 0.1 Edelweiss Financial Services 0.15 Kajaria Ceramics 0 Indus Towers 0.15 Strides Pharma Science 0.64 EFC (I) 0.28 Sobha 3.47 Eternal 0.26 Electronics Mart India 0.26 Can Fin Homes 0.41 CSB Bank 0.03 Onesource Specialty Pharma 0.27 Wakefit Innovations 0.06 Sanathan Textiles 0.59 Flair Writing Industries 0.16 Inox Green Energy Services 0.23 Greenpanel Industries 0.14 Usha Martin 0.25 PCBL Chemical 0.94 Exide Industries 0.09 Sky Gold And Diamonds 0.69 Bajel Projects 0.03 Yatra Online 0.02 E2E Networks 0.36 Hi-Tech Pipes 0.48 The Great Eastern Shipping Company 1.36 Motilal Oswal Financial Services 0.19 Jyothy Labs 0.16 Arvind 1.65 General Insurance Corporation of India 0.89 IRM Energy 0.05 DAM Capital Advisors 0.01 Bharat Coking Coal 0.52 Paradeep Phosphates 0.9 Astrazeneca Pharma India 0.03 Hindustan Petroleum Corporation 0.28 AWL Agri Business 0.2 Krsnaa Diagnostics 0.2 Sunteck Realty 0.31 Bluspring Enterprises 0.02 Deepak Fertilisers And Petrochemicals Corporation 0.44 JSW Cement 0.33 Sudarshan Chemical Industries 0.03 Glenmark Pharmaceuticals 0.99 R R Kabel 0.14 Redington 0.14 Arvind Fashions 0.06 Rashi Peripherals 0.85 Poly Medicure 0.03 Wockhardt 0.4 EPACK Durable 0.34 Vedant Fashions 0.06 SIS 0.56 Digitide Solutions 0.04 Bansal Wire Industries 0.07 Blue Star 0.2 Apeejay Surrendra Park Hotels 0.24 Grasim Industries 0.41 Vintage Coffee & Beverages 0.49 Filatex India 0.1 Manappuram Finance 0.52 Axis Bank 0.44 Bank of Baroda 0.21 Spicejet 0.12 Rane Holdings 0.09 V2 Retail 0.12 Chemplast Sanmar 0.03 Arvind Smartspaces 0.66 Akums Drugs And Pharmaceuticals 0.42 Kotak Mahindra Bank 0.12 The Karnataka Bank 1.2 Neuland Laboratories 0.36 TARC 0.98 Amara Raja Energy & Mobility 0.43 Pace Digitek 0.53 Aditya Birla Fashion and Retail 0.31 Sapphire Foods 0.13 JK Lakshmi Cement 0.12 Lumax Auto Technologies 0.2 Marksans Pharma 0.28 Heritage Foods 0.11 Innova Captab 0.09

Debt & Others (10.25%) Sector Allocation Cash 0.12 Reverse Repo 10.49 Net Payables -0.45 Debt Credit Ratings Debt Category Others 10.25

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-Growth Ret 1M 0.49% Ret 1Y 6.54% Ret 3Y 7.31% Ret 5Y 6.14%

Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Ret 1M 0.49% Ret 1Y 6.54% Ret 3Y 7.31% Ret 5Y 6.14%

Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.49% Ret 1Y 6.54% Ret 3Y 7.31% Ret 5Y 6.14%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-Growth Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Half Yearly Payout Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Half Yearly Reinvestment Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Monthly Payout Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Monthly Reinvestment Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Payout Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

Equity, Flexi Cap funds Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Reinvestment Ret 1M 0.45% Ret 1Y 7.69% Ret 3Y 7.8% Ret 5Y 6.49%

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.