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Fund Overview of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
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₹1,289.7 CrAUM
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₹15.05NAV
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0.05%Expense Ratio
Returns of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.35% | NA | NA |
| 6 Months | 3.69% | NA | NA |
| 1 Year | 7.78% | 7.78% | NA |
| 2 Years | 19.30% | 9.22% | NA |
| 3 Years | 27.28% | 8.37% | NA |
| 5 Years | 39.24% | 6.85% | NA |
Asset Allocation
debt instruments
69.35%other assets or cash equivalents
30.79%Launched on 28 Jan 2020, the fund aims To generate optimal returns over medium term, Investment primarily in debt oriented mutual fund schemes and arbitrage funds. It manages assets worth ₹1,289.7 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.05%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
The portfolio allocation consists of 69.35% in debt instruments, 30.79% in other assets or cash equivalents. Managed by Devang Shah, it has delivered a return of 7.78% in the last year, a total return since inception of 7.29%.
Key Metrics of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
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Standard Deviation1.87%
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Sharpe Ratio0.70%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Income Plus Arbitrage Active Fof Direct- Growth  |
₹1,387 | 0.45% | 1.74% | 7.02% | 11.60% | 11.23% |
| ICICI Prudential Income Plus Arbitrage Active Fof- Growth |
₹1,387 | 0.43% | 1.69% | 6.61% | 11.00% | 10.56% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Direct-growth |
₹1,238 | 0.35% | 1.65% | 8.30% | 7.77% | 6.34% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Regular-growth |
₹1,238 | 0.33% | 1.59% | 8.03% | 7.43% | 5.96% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Income Plus Arbitrage Active Fof Direct-growth
|
₹1,290 | 0.47% | 1.74% | 3.03% | 8.66% | 8.15% |
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Axis Income Plus Arbitrage Active Fof Regular-growth
|
₹1,290 | 0.43% | 1.64% | 2.82% | 8.29% | 7.82% |
|
Axis Income Plus Arbitrage Active Fof Regular-idcw
|
₹1,290 | 0.43% | 1.64% | 2.82% | 8.29% | 7.82% |
|
Axis Income Plus Arbitrage Active Fof Direct-idcw Half Yearly
|
₹1,290 | 0.47% | 1.74% | 3.03% | 8.66% | 8.15% |
|
Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly
|
₹1,290 | 0.43% | 1.64% | 2.82% | 8.29% | 7.82% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Income Plus Arbitrage Active Fof- Growth |
₹1,387 | ₹63.90 | 11.00% | 10.56% | 8.90% |
| ICICI Prudential Income Plus Arbitrage Active Fof Direct- Growth |
₹1,387 | ₹68.67 | 11.60% | 11.23% | 9.49% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Direct-growth |
₹1,238 | ₹40.52 | 7.77% | 6.34% | 7.34% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Regular-growth |
₹1,238 | ₹38.32 | 7.43% | 5.96% | 6.86% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Axis Corporate Bond Fund Direct-growth | Unspecified | 34.26% | ₹649.15 Cr |
| Axis Corporate Bond Fund Direct-growth | Unspecified | 34.26% | ₹649.15 Cr |
| Axis Corporate Bond Fund Direct-growth | Unspecified | 28.81% | ₹494.64 Cr |
| Axis Corporate Bond Fund Direct-growth | Unspecified | 28.81% | ₹494.64 Cr |
| Axis Enhanced Arbitrage Fund Direct-growth | Unspecified | 19.98% | ₹378.48 Cr |
| Axis Enhanced Arbitrage Fund Direct-growth | Unspecified | 19.98% | ₹378.48 Cr |
| Axis Corporate Bond Fund Direct-growth | Unspecified | 26.03% | ₹335.73 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 17.27% | ₹327.25 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 17.27% | ₹327.25 Cr |
| Axis Enhanced Arbitrage Fund Direct-growth | Unspecified | 18.73% | ₹321.52 Cr |
| Axis Enhanced Arbitrage Fund Direct-growth | Unspecified | 18.73% | ₹321.52 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 17.46% | ₹299.77 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 17.46% | ₹299.77 Cr |
| Axis Enhanced Arbitrage Fund Direct-growth | Unspecified | 20.85% | ₹268.93 Cr |
| Birla Sun Life Short Term Direct Fund-growth | Unspecified | 12.84% | ₹220.42 Cr |
| Birla Sun Life Short Term Direct Fund-growth | Unspecified | 12.84% | ₹220.42 Cr |
| Kotak Arbitrage Fund Direct-growth | Unspecified | 10.94% | ₹207.22 Cr |
| Kotak Arbitrage Fund Direct-growth | Unspecified | 10.94% | ₹207.22 Cr |
| Kotak Arbitrage Fund Direct-growth | Unspecified | 12.01% | ₹206.10 Cr |
| Kotak Arbitrage Fund Direct-growth | Unspecified | 12.01% | ₹206.10 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 10.38% | ₹196.69 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 10.38% | ₹196.69 Cr |
| Kotak Arbitrage Fund Direct-growth | Unspecified | 15.07% | ₹194.31 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 14.85% | ₹191.52 Cr |
| Birla Sun Life Short Term Direct Fund-growth | Unspecified | 13.54% | ₹174.69 Cr |
| Others Cblo | Unspecified | 6.52% | ₹123.55 Cr |
| Others Cblo | Unspecified | 6.52% | ₹123.55 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 6.17% | ₹105.99 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 6.17% | ₹105.99 Cr |
| Birla Sun Life Enhanced Arbitrage Fund Direct-growth | Unspecified | 6.21% | ₹80.13 Cr |
| Birla Sun Life Short Term Direct Fund-growth | Unspecified | 3.37% | ₹63.92 Cr |
| Birla Sun Life Short Term Direct Fund-growth | Unspecified | 3.37% | ₹63.92 Cr |
| Axis Gilt Fund Direct Plan-growth | Unspecified | 2.27% | ₹38.98 Cr |
| Axis Gilt Fund Direct Plan-growth | Unspecified | 2.27% | ₹38.98 Cr |
| Icici Prudential Long Term Gilt Direct Plan-growth | Unspecified | 1.51% | ₹26.00 Cr |
| Icici Prudential Long Term Gilt Direct Plan-growth | Unspecified | 1.51% | ₹26.00 Cr |
| Net Receivables | Unspecified | 1.62% | ₹20.93 Cr |
| Axis Long Duration Fund Direct-growth | Unspecified | 1.16% | ₹14.99 Cr |
| Others Cblo | Unspecified | 0.66% | ₹8.50 Cr |
| Others Cblo | Unspecified | 0.26% | ₹4.45 Cr |
| Others Cblo | Unspecified | 0.26% | ₹4.45 Cr |
| Net Payables | Unspecified | -0.07% | ₹-1.23 Cr |
| Net Payables | Unspecified | -0.07% | ₹-1.23 Cr |
| Net Payables | Unspecified | -2.72% | ₹-51.62 Cr |
| Net Payables | Unspecified | -2.72% | ₹-51.62 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Income Plus Arbitrage Active Fof Direct- Growth |
₹68.67 | 11.60% | 11.23% | - |
| ICICI Prudential Income Plus Arbitrage Active Fof- Growth |
₹63.90 | 11.00% | 10.56% | - |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Direct-growth |
₹40.52 | 7.77% | 6.34% | - |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Regular-growth |
₹38.32 | 7.43% | 5.96% | - |
growth is based on 5Y returns of the funds
Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly
What is the current AUM of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
As of Thu Jul 31, 2025, Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly manages assets worth ₹1,289.7 crore
How has Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly performed recently?
- 3 Months: 1.35%
- 6 Months: 3.69%
What is the long-term performance of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
- 3 Years CAGR: 8.37%
- 5 Years CAGR: 6.85%
- Since Inception: 7.29%
What is the portfolio composition of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
Equity: -0.14%, Debt: 69.35%, Others: 30.79%.
Who manages Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly is managed by Devang Shah from Axis Mutual Fund.
What is the market-cap allocation of Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly?
Large Cap: 65.74%, Mid Cap: 29.23%, Small Cap: 5.04%.
Which are the top companies Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly has invested in?
- Axis Corporate Bond Fund Direct-Growth – 34.26% of the fund's portfolio
- Axis Corporate Bond Fund Direct-Growth – 34.26% of the fund's portfolio
- Axis Corporate Bond Fund Direct-Growth – 28.81% of the fund's portfolio
- Axis Corporate Bond Fund Direct-Growth – 28.81% of the fund's portfolio
- Axis Enhanced Arbitrage Fund Direct-Growth – 19.98% of the fund's portfolio
Which are the major sectors Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly focuses on?
- Unspecified – 500.00% of the fund's portfolio
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