Axis Income Plus Arbitrage Active FoF Direct-IDCW Monthly Reinvestment

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Hybrid, Income plus Arbitrage, Principal at moderate risk

1 Year Return 8.17% at 22 Dec 2025 06:34 PM

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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 (99.97%) Market Cap Large Cap 76.19 Mid Cap 23.74 Small Cap 0.04 Top Sectors Financial 17.28 Energy 15.74 Capital Goods 13.13 Consumer Staples 9.65 Automobile 8.66 Services 7.62 Metals & Mining 6.46 Healthcare 6.26 Construction 3.41 Chemicals 3.37 Materials 3.02 Insurance 2.92 Technology 2.45 Top Holding TVS Motor Company 3.59 Divi's Laboratories 3.56 Power Fin. Corp. 2.29 Hyundai Motor 1.44 ICICI Lombard Gen. Insurance 2.06 ABB India 1.17 Hindustan Zinc 0.91 Adani Energy Solutions 1.49 Zydus Lifesciences 1.02 Bajaj Holdings & Invest. 2.15 Shree Cement 1.53 Bajaj Housing Finance 0.42 Adani Power 2.51 Siemens Energy India 1.21 Cholamandalam Investment and Finance Company 3.17 Indian Railway Finance Corporation 0.91 Bharat Petroleum Corporation 3.01 Samvardhana Motherson 2.24 Mazagon Dock Shipbuilders 0.88 DLF 2.01 REC 1.95 Godrej Consumer 1.99 Info Edge (India) 2.24 Tata Power Company 2.84 Lodha Developers 1.4 United Spirits 1.86 Havells India 1.57 Life Insurance 0.86 TVS Motor Company - Pref. Shares 0.04 Varun Beverages 2.82 Britannia Industries 2.98 JSW Energy 1.13 Jindal Steel 1.69 Avenue Supermarts 2.55 Bosch 1.35 The Indian Hotels Company 2.83 CG Power 2 GAIL (India) 2.06 Solar Industries India 1.4 Torrent Pharmaceuticals 1.68 Siemens 1.26 Adani Green Energy 1.39 Indian Oil Corporation 2.62 Bank of Baroda 2.32 Pidilite Industries 1.97 Punjab National Bank 1.86 LTIMindtree 2.45 Vedanta 3.86 Hindustan Aero 3.73 Canara Bank 2.21 Ambuja Cements 1.49

Debt & Others (0.03%) Sector Allocation Repo 0.14 Net Payables -0.11 Debt Credit Ratings Debt Category Others 0.03

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Overnight Fund Regular - Growth Ret 1M 0.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Overnight Fund Regular - IDCW Payout Ret 1M 0.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Overnight Fund Regular - IDCW Reinvestment Ret 1M 0.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Overnight Fund Regular-Growth Ret 1M 0.42% Ret 1Y 5.74% Ret 3Y 6.3% Ret 5Y 5.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Overnight Fund Regular-IDCW Daily Reinvestment Ret 1M 0.42% Ret 1Y 5.74% Ret 3Y 6.3% Ret 5Y 5.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Overnight Fund Regular-IDCW Monthly Ret 1M 0.42% Ret 1Y 5.74% Ret 3Y 6.3% Ret 5Y 5.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Overnight Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.42% Ret 1Y 5.74% Ret 3Y 6.3% Ret 5Y 5.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Overnight Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.42% Ret 1Y 5.74% Ret 3Y 6.3% Ret 5Y 5.29%

Equity, Flexi Cap funds Axis Overnight Fund Regular-Growth Ret 1M 0.42% Ret 1Y 5.86% Ret 3Y 6.4% Ret 5Y 5.37%

Equity, Flexi Cap funds Axis Overnight Fund Regular-IDCW Daily Reinvestment Ret 1M 0.42% Ret 1Y 5.86% Ret 3Y 6.4% Ret 5Y 5.37%

Equity, Flexi Cap funds Axis Overnight Fund Regular-IDCW Monthly Payout Ret 1M 0.42% Ret 1Y 5.86% Ret 3Y 6.4% Ret 5Y 5.37%

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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