Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.96%
NAV: ₹15.86 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly

  • ₹2,222.0 Cr
    AUM
  • ₹15.86
    NAV
  • 0.06%
    Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.96% NA NA
6 Months 3.17% NA NA
1 Year 5.54% 5.54% NA
2 Years 14.32% 6.92% NA
3 Years 25.65% 7.91% NA
5 Years 38.29% 6.70% NA
View More
As on Thu Nov 05, 2026

Asset Allocation of Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly

debt instruments

70.28%

other assets or cash equivalents

29.84%
Large Cap: 75.53%
Mid Cap: 19.97%
Small Cap: 4.50%
Other: 0.00%
Top Holdings
Axis Corporate Bond Fund Direct-growth
40.08%
Axis Corporate Bond Fund Direct-growth
40.08%
Axis Corporate Bond Fund Direct-growth
40.08%
Axis Corporate Bond Fund Direct-growth
40.08%
Axis Corporate Bond Fund Direct-growth
39.79%
 
Top Sectors
Unspecified
752.99%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now

About Fund

About Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly

Launched on 28 Jan 2020, the fund aims To generate optimal returns over medium term. Investment primarily in active and passive debt oriented mutual fund schemes and arbitrage funds. It manages assets worth ₹2,222.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.06%.
The portfolio allocation consists of 70.28% in debt instruments, 29.84% in other assets or cash equivalents.Managed by Devang Shah, it has delivered a return of 5.54% in the last year, a total return since inception of 7.03%.
When exploring long-term investments savvy investors often consider best sip to invest based on investment horizon.

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 Omni FOF Direct-IDCW Monthly

  • Standard Deviation
    1.87%
  • Mean
    7.60%
  • Sharpe Ratio
    1.08%
  • Sortino Ratio
    2.01%

Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly Fund Details

Fund Names Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly
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 low to moderate risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly Fund Returns Comparison

Compare Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly with other mutual funds in the same category

Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly

Franklin India Income Plus Arbitrage Active FOF Direct-Growth

Franklin India Income Plus Arbitrage Active FOF Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Income Plus Arbitrage Active FOF Direct-Growth trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW trend ₹142 0.31% 1.06% 5.81% 12.88% 10.44%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
HDFC Income Plus Arbitrage Active FOF Direct-IDCW trend ₹2,647 0.37% 0.72% 5.12% 8.95% 10.12%
Franklin India Income Plus Arbitrage Active FOF Regular-Growth trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
Franklin India Income Plus Arbitrage Active FOF Regular-IDCW trend ₹142 0.29% 0.98% 5.47% 12.12% 9.57%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 0.65% 0.93% 5.97% 9.33% 9.53%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
HDFC Income Plus Arbitrage Active FOF Regular-IDCW trend ₹2,647 0.35% 0.64% 4.79% 8.39% 9.42%
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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 Omni FOF Direct-Growth increase ₹2,222 0.49% 0.96% 3.17% 5.54% 7.91%
Axis Income Plus Arbitrage Omni FOF Regular-Growth increase ₹2,222 0.45% 0.84% 2.93% 5.08% 7.56%
Axis Income Plus Arbitrage Omni FOF Regular-IDCW increase ₹2,222 0.45% 0.84% 2.93% 5.08% 7.56%
Axis Income Plus Arbitrage Omni FOF Direct-IDCW Half Yearly increase ₹2,222 0.49% 0.96% 3.17% 5.54% 7.91%
Axis Income Plus Arbitrage Omni FOF Regular-IDCW Half Yearly increase ₹2,222 0.45% 0.84% 2.93% 5.08% 7.56%
Axis Income Plus Arbitrage Omni FOF Regular-IDCW Monthly increase ₹2,222 0.45% 0.84% 2.93% 5.08% 7.56%
Axis Income Plus Arbitrage Omni FOF Regular-IDCW Quarterly increase ₹2,222 0.45% 0.84% 2.93% 5.08% 7.56%
Axis Income Plus Arbitrage Omni FOF Direct-IDCW Quarterly increase ₹2,222 0.49% 0.96% 3.17% 5.54% 7.91%
View More
increase growth is based on 1-month returns of the funds

Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly Calculator

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Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Income Plus Arbitrage Omni FOF Direct-Growth trend ₹7,896 ₹13.32 7.48% - -
Kotak Income Plus Arbitrage Omni FOF Regular-Growth trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Regular-IDCW trend ₹7,896 ₹13.24 7.28% - -
Kotak Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹7,896 ₹13.32 7.48% - -
ICICI Prudential Income Plus Arbitrage Omni FOF-Growth trend ₹3,294 ₹67.41 8.97% 8.94% 8.68%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth trend ₹3,294 ₹72.57 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW trend ₹3,294 ₹56.12 9.33% 9.53% 9.26%
ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW trend ₹3,294 ₹51.72 8.97% 8.94% 8.68%
HDFC Income Plus Arbitrage Active FOF Regular-Growth trend ₹2,647 ₹41.56 8.39% 9.42% 10.61%
HDFC Income Plus Arbitrage Active FOF Direct-Growth trend ₹2,647 ₹46.01 8.95% 10.12% 11.41%
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Top funds are based on Fund AUM

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Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly Detailed Portfolio

Stocks Sector % of Holding Value
Axis Corporate Bond Fund Direct-growthUnspecified40.08%₹890.49 Cr
Axis Corporate Bond Fund Direct-growthUnspecified40.08%₹890.49 Cr
Axis Corporate Bond Fund Direct-growthUnspecified40.08%₹890.49 Cr
Axis Corporate Bond Fund Direct-growthUnspecified40.08%₹890.49 Cr
Axis Corporate Bond Fund Direct-growthUnspecified39.79%₹889.13 Cr
Axis Corporate Bond Fund Direct-growthUnspecified39.79%₹889.13 Cr
Axis Corporate Bond Fund Direct-growthUnspecified39.79%₹889.13 Cr
Axis Corporate Bond Fund Direct-growthUnspecified39.79%₹889.13 Cr
Axis Corporate Bond Fund Direct-growthUnspecified41.56%₹886.32 Cr
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-growthUnspecified39.12%₹824.98 Cr
Axis Corporate Bond Fund Direct-growthUnspecified38.63%₹818.17 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-growthUnspecified25.29%₹539.30 Cr
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Frequently Asked Questions

Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly

What is the current AUM of Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly?

As of Wed Sep 30, 2026, Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly manages assets worth ₹2,222.0 crore

How has Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly performed recently?

  • 3 Months: 0.96%
  • 6 Months: 3.17%

What is the long-term performance of Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly?

  • 3 Years CAGR: 7.91%
  • 5 Years CAGR: 6.70%
  • Since Inception: 7.03%

What is the portfolio composition of Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly?

Equity: -0.12%, Debt: 70.28%, Others: 29.84%.

Who manages Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly?

Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly is managed by Devang Shah from Axis Mutual Fund.

What is the market-cap allocation of Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly?

Large Cap: 75.53%, Mid Cap: 19.97%, Small Cap: 4.50%.

Which are the top companies Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly has invested in?

  • Axis Corporate Bond Fund Direct-Growth – 40.08% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 40.08% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 40.08% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 40.08% of the fund's portfolio
  • Axis Corporate Bond Fund Direct-Growth – 39.79% of the fund's portfolio

Which are the major sectors Axis Income Plus Arbitrage Omni FOF Direct-IDCW Monthly focuses on?

  • Unspecified – 752.99% of the fund's portfolio
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