Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.16%
NAV: ₹12.01 as on Thu May 07, 2026
Fund NAV

Fund Overview of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly

  • ₹2,068.9 Cr
    AUM
  • ₹12.01
    NAV
  • 0.53%
    Expense Ratio
As on Thu May 07, 2026
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Returns of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.16% NA NA
6 Months 2.21% NA NA
1 Year 5.25% 5.25% NA
2 Years 16.08% 7.74% NA
3 Years 23.54% 7.30% NA
5 Years 35.87% 6.32% NA
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As on Thu May 07, 2026

Dividend of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly : 4.00%

Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision

Asset Allocation

debt instruments

76.82%

other assets or cash equivalents

23.32%
Large Cap: 70.53%
Mid Cap: 24.04%
Small Cap: 5.43%
Other: 0.00%
Top Holdings
Axis Corporate Bond Fund Direct-growth
36.55%
Axis Corporate Bond Fund Direct-growth
37.51%
Axis Corporate Bond Fund Direct-growth
38.99%
Axis Corporate Bond Fund Direct-growth
39.30%
Axis Corporate Bond Fund Direct-growth
40.60%
 
Top Sectors
Unspecified
1,000.00%
Detailed Portfolio Analysis
As on Thu May 07, 2026
Invest Now

About Fund

About Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly

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 ₹2,068.9 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.53%.
The portfolio allocation consists of 76.82% in debt instruments, 23.32% in other assets or cash equivalents.Managed by Devang Shah, it has delivered a return of 5.25% in the last year, a total return since inception of 6.75%.
The latest dividend was declared on 27 Mar 2026 at 4.00% of face value.
To make well-planned investment decisions it is useful to explore best sip plans suited to long-term goals.

Read more
  • Karthik Kumar

    Fund Manager

  • Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)

    Manager Education

  • Hardik Shah

    Fund Manager

  • Mr. Shah has done B.E. Information Technology and MBA Finance.

    Manager Education

  • Anagha Darade

    Fund Manager

  • Ms. Darade has done B.Com and CA

    Manager Education

  • Devang Shah

    Fund Manager

  • Mr. Shah is B.Com and ACA.

    Manager Education

Key Metrics of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly

  • Standard Deviation
    1.87%
  • Sharpe Ratio
    0.54%

Fund Details

Fund Names Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly
Inception Date 28 Jan 2020
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at moderate risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Income Plus Arbitrage Active Fof Direct-growth trend ₹125 0.77% 1.40% 6.85% 13.66% 13.07%
Franklin India Income Plus Arbitrage Active Fof Direct-idcw trend ₹125 0.77% 1.40% 6.85% 13.66% 13.07%
HDFC Income Plus Arbitrage Active Fof Direct-growth trend ₹2,390 0.73% 1.18% 5.23% 11.97% 12.27%
HDFC Income Plus Arbitrage Active Fof Direct-idcw trend ₹2,390 0.73% 1.18% 5.23% 11.97% 12.27%
Franklin India Income Plus Arbitrage Active Fof Regular-growth trend ₹125 0.74% 1.32% 6.39% 12.78% 12.09%
Franklin India Income Plus Arbitrage Active Fof Regular-idcw trend ₹125 0.74% 1.32% 6.39% 12.78% 12.09%
HDFC Income Plus Arbitrage Active Fof Regular-growth trend ₹2,390 0.71% 1.11% 4.90% 11.30% 11.52%
HDFC Income Plus Arbitrage Active Fof Regular-idcw trend ₹2,390 0.71% 1.11% 4.90% 11.30% 11.52%
ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth trend ₹2,890 0.74% 1.55% 6.20% 11.14% 10.26%
ICICI Prudential Income Plus Arbitrage Omni Fof Direct-idcw trend ₹2,890 0.74% 1.55% 6.20% 11.14% 10.26%
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increase 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 increase ₹2,069 0.79% 1.26% 2.41% 5.67% 7.63%
Axis Income Plus Arbitrage Active Fof Regular-growth increase ₹2,069 0.76% 1.16% 2.21% 5.25% 7.30%
Axis Income Plus Arbitrage Active Fof Direct-idcw increase ₹2,069 0.79% 1.26% 2.41% 5.67% 7.63%
Axis Income Plus Arbitrage Active Fof Direct-idcw Half Yearly increase ₹2,069 0.79% 1.26% 2.41% 5.67% 7.63%
Axis Income Plus Arbitrage Active Fof Regular-idcw Monthly increase ₹2,069 0.76% 1.16% 2.21% 5.25% 7.30%
Axis Income Plus Arbitrage Active Fof Direct-idcw Monthly increase ₹2,069 0.79% 1.26% 2.41% 5.67% 7.63%
Axis Income Plus Arbitrage Active Fof Direct-idcw Quarterly increase ₹2,069 0.79% 1.26% 2.41% 5.67% 7.63%
Axis Income Plus Arbitrage Active Fof Regular-idcw Quarterly increase ₹2,069 0.76% 1.16% 2.21% 5.25% 7.30%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Income Plus Arbitrage Omni Fof Direct-growth trend ₹7,699 ₹12.95 7.74% - -
Kotak Income Plus Arbitrage Omni Fof Regular-growth trend ₹7,699 ₹12.88 7.58% - -
Kotak Income Plus Arbitrage Omni Fof Regular-idcw trend ₹7,699 ₹12.88 7.58% - -
Kotak Income Plus Arbitrage Omni Fof Direct-idcw trend ₹7,699 ₹12.95 7.74% - -
ICICI Prudential Income Plus Arbitrage Omni Fof-growth trend ₹2,890 ₹65.45 10.65% 9.62% 8.98%
ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth trend ₹2,890 ₹70.40 11.14% 10.26% 9.57%
ICICI Prudential Income Plus Arbitrage Omni Fof-idcw trend ₹2,890 ₹50.22 10.65% 9.62% 8.98%
ICICI Prudential Income Plus Arbitrage Omni Fof Direct-idcw trend ₹2,890 ₹54.44 11.14% 10.26% 9.57%
HDFC Income Plus Arbitrage Active Fof Regular-growth trend ₹2,390 ₹40.49 11.30% 11.52% 11.78%
HDFC Income Plus Arbitrage Active Fof Direct-growth trend ₹2,390 ₹44.76 11.97% 12.27% 12.63%
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Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Axis Corporate Bond Fund Direct-growthUnspecified36.55%₹829.11 Cr
Axis Corporate Bond Fund Direct-growthUnspecified37.51%₹828.35 Cr
Axis Corporate Bond Fund Direct-growthUnspecified38.99%₹815.84 Cr
Axis Corporate Bond Fund Direct-growthUnspecified39.30%₹813.10 Cr
Axis Corporate Bond Fund Direct-growthUnspecified40.60%₹808.93 Cr
Axis Corporate Bond Fund Direct-growthUnspecified34.26%₹649.15 Cr
Axis Corporate Bond Fund Direct-growthUnspecified34.26%₹649.15 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified27.45%₹546.94 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified21.98%₹498.49 Cr
Axis Corporate Bond Fund Direct-growthUnspecified28.81%₹494.64 Cr
Axis Corporate Bond Fund Direct-growthUnspecified28.81%₹494.64 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified21.35%₹441.81 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified18.60%₹410.72 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified19.56%₹409.37 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified19.98%₹378.48 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified19.98%₹378.48 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified17.65%₹351.69 Cr
Reliance Medium Term Fund Direct-growthUnspecified16.29%₹336.99 Cr
Axis Corporate Bond Fund Direct-growthUnspecified26.03%₹335.73 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified15.69%₹328.27 Cr
Reliance Medium Term Fund Direct-growthUnspecified17.27%₹327.25 Cr
Reliance Medium Term Fund Direct-growthUnspecified17.27%₹327.25 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified18.73%₹321.52 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified18.73%₹321.52 Cr
Reliance Medium Term Fund Direct-growthUnspecified14.45%₹319.01 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified14.50%₹300.00 Cr
Reliance Medium Term Fund Direct-growthUnspecified17.46%₹299.77 Cr
Reliance Medium Term Fund Direct-growthUnspecified17.46%₹299.77 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified12.99%₹294.55 Cr
Axis Enhanced Arbitrage Fund Direct-growthUnspecified20.85%₹268.93 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified11.45%₹252.89 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified12.84%₹220.42 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified12.84%₹220.42 Cr
Kotak Arbitrage Fund Direct-growthUnspecified9.89%₹218.43 Cr
Kotak Arbitrage Fund Direct-growthUnspecified10.94%₹207.22 Cr
Kotak Arbitrage Fund Direct-growthUnspecified10.94%₹207.22 Cr
Kotak Arbitrage Fund Direct-growthUnspecified12.01%₹206.10 Cr
Kotak Arbitrage Fund Direct-growthUnspecified12.01%₹206.10 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified10.38%₹196.69 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified10.38%₹196.69 Cr
Bandhan Short Duration Fund Direct-growthUnspecified9.38%₹196.33 Cr
Kotak Arbitrage Fund Direct-growthUnspecified15.07%₹194.31 Cr
Reliance Medium Term Fund Direct-growthUnspecified14.85%₹191.52 Cr
Kotak Arbitrage Fund Direct-growthUnspecified8.14%₹184.75 Cr
Reliance Medium Term Fund Direct-growthUnspecified8.11%₹183.88 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified13.54%₹174.69 Cr
Reliance Medium Term Fund Direct-growthUnspecified8.04%₹168.23 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified6.08%₹134.26 Cr
Others CbloUnspecified6.52%₹123.55 Cr
Others CbloUnspecified6.52%₹123.55 Cr
Kotak Corporate Bond Fund Direct-growthUnspecified5.54%₹114.60 Cr
Axis Gilt Fund Direct Plan-growthUnspecified5.01%₹113.69 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified6.17%₹105.99 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified6.17%₹105.99 Cr
Kotak Arbitrage Fund Direct-growthUnspecified4.55%₹90.70 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified3.71%₹84.22 Cr
Birla Sun Life Enhanced Arbitrage Fund Direct-growthUnspecified6.21%₹80.13 Cr
Others CbloUnspecified3.66%₹76.48 Cr
Others CbloUnspecified3.35%₹75.99 Cr
Axis Gilt Fund Direct Plan-growthUnspecified3.59%₹71.60 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified3.37%₹63.92 Cr
Birla Sun Life Short Term Direct Fund-growthUnspecified3.37%₹63.92 Cr
Others CbloUnspecified3.08%₹63.77 Cr
Bandhan Short Duration Fund Direct-growthUnspecified3.01%₹60.04 Cr
Axis Gilt Fund Direct Plan-growthUnspecified2.81%₹58.75 Cr
Net ReceivablesUnspecified2.79%₹55.63 Cr
Others CbloUnspecified2.02%₹44.56 Cr
Icici Prudential Long Term Gilt Direct Plan-growthUnspecified1.92%₹40.25 Cr
Icici Prudential Equity Arbitrage Direct-growthUnspecified1.77%₹40.13 Cr
Axis Gilt Fund Direct Plan-growthUnspecified2.27%₹38.98 Cr
Axis Gilt Fund Direct Plan-growthUnspecified2.27%₹38.98 Cr
Icici Prudential Long Term Gilt Direct Plan-growthUnspecified1.51%₹26.00 Cr
Icici Prudential Long Term Gilt Direct Plan-growthUnspecified1.51%₹26.00 Cr
Net ReceivablesUnspecified1.62%₹20.93 Cr
Axis Long Duration Fund Direct-growthUnspecified1.16%₹14.99 Cr
Others CbloUnspecified0.66%₹8.50 Cr
Others CbloUnspecified0.36%₹7.08 Cr
Others CbloUnspecified0.26%₹4.45 Cr
Others CbloUnspecified0.26%₹4.45 Cr
Net ReceivablesUnspecified0.00%₹0.06 Cr
Net PayablesUnspecified-0.05%₹-1.09 Cr
Net PayablesUnspecified-0.07%₹-1.23 Cr
Net PayablesUnspecified-0.07%₹-1.23 Cr
Net PayablesUnspecified-0.07%₹-1.35 Cr
Net PayablesUnspecified-1.61%₹-36.53 Cr
Net PayablesUnspecified-2.72%₹-51.62 Cr
Net PayablesUnspecified-2.72%₹-51.62 Cr
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Frequently Asked Questions

Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly

What is the current AUM of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly?

As of Tue Mar 31, 2026, Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly manages assets worth ₹2,068.9 crore

How has Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly performed recently?

  • 3 Months: 1.16%
  • 6 Months: 2.21%

What is the long-term performance of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly?

  • 3 Years CAGR: 7.30%
  • 5 Years CAGR: 6.32%
  • Since Inception: 6.75%

What is the portfolio composition of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly?

Equity: -0.14%, Debt: 76.82%, Others: 23.32%.

Who manages Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly?

Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly is managed by Devang Shah from Axis Mutual Fund.

When was the last dividend declared by Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly?

Latest dividend was declared on 27 Mar 2026 at 4.00% of face value.

What is the market-cap allocation of Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly?

Large Cap: 70.53%, Mid Cap: 24.04%, Small Cap: 5.43%.

Which are the top companies Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly has invested in?

  • Axis Corporate Bond Fund Direct-Growth – 36.55% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 37.51% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 38.99% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 39.30% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 40.60% of the fund's portfolio

Which are the major sectors Axis Income Plus Arbitrage Active Fof Regular-idcw Half Yearly focuses on?

  • Unspecified – 1,000.00% of the fund's portfolio
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Past performance may not be indicative of future results.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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