Axis Income Plus Arbitrage Active FoF Regular-IDCW Quarterly Payout

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Hybrid, Income plus Arbitrage, Principal at moderate risk

1 Year Return 7.78% at 22 Dec 2025 06:28 PM

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Fund Details

NAV 11.4436

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 0.18%

3 Month 1.45%

6 Month 2.53%

1 Year 7.78%

3 Year 7.7%

5 Year 6.31%

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%) Market Cap Top Sectors Construction 0.46 Top Holding

Debt & Others (99.99999999999999%) Sector Allocation Non Convertible Debenture 11.54 Debenture 49.4 Infrastructure Investment Trust 4.17 Debt Credit Ratings AA 35.28 SOV 14.43 AA- 11.3 A+ 9.58 Cash & Call Money 8.8 Debt Category Power Fin. Corp. 1.01 Jubilant Bevco 2.93 Others 9.11 GMR Airports 3.44

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 7.11% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.38% Ret 1Y 7.39% Ret 3Y 7.45% Ret 5Y 6.17%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.45% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.45% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 0% Ret 3Y 0% 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

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.

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.

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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