What is the current price / NAV of Axis Income Advantage FOFs(Q-IDCW)?
The current NAV of Axis Income Advantage FOFs(Q-IDCW) is ₹11.82, as of 16th April 2025.What are the returns of Axis Income Advantage FOFs(Q-IDCW)?
The Axis Income Advantage FOFs(Q-IDCW) was launched on 28th January 2020. This mutual fund's past returns are as follows:- 1 Year Returns: 6.89%
- 3 Year Returns: 1.50%
- 5 Year Returns: 3.17%
What are the top 5 sectoral holdings of Axis Income Advantage FOFs(Q-IDCW)?
The top sectors Axis Income Advantage FOFs(Q-IDCW) has invested in are as follows:- Others | 97.36%
- Investment Banking & Brokerage | 2.64%
What are the top 5 holdings of Axis Income Advantage FOFs(Q-IDCW)?
The top 5 holdings for Axis Income Advantage FOFs(Q-IDCW) are as follows:- Kotak Nifty SDL Jul 2033 Index Fund Direct Plan Growth Option | 19.14%
- Kotak Equity Arbitrage Fund - Growth - Direct | 18.90%
- Bandhan Arbitrage Fund-Direct Plan- Growth | 17.58%
- Axis Long Duration Fund - Direct Plan - Growth Option | 11.94%
- SBI Nifty 10 yr Benchmark G-Sec ETF | 7.56%
What is the asset allocation of Axis Income Advantage FOFs(Q-IDCW)?
The asset allocation for Axis Income Advantage FOFs(Q-IDCW) is as follows:- Mutual Funds | 97.62%
- Cash & Equivalents | 2.38%
What is the AUM of Axis Income Advantage FOFs(Q-IDCW)?
The AUM (i.e. assets under management) of Axis Income Advantage FOFs(Q-IDCW) is ₹151.49 Cr as of 16th April 2025.What is the expense ratio of Axis Income Advantage FOFs(Q-IDCW)?
The expense ratio of Axis Income Advantage FOFs(Q-IDCW) Plan is 0.23 as of 16th April 2025.What is the volatility or standard deviation of Axis Income Advantage FOFs(Q-IDCW)?
The volatility or standard deviation for the Axis Income Advantage FOFs(Q-IDCW) is 2.19
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Axis Income Advantage FOFs(Q-IDCW)?
The Sharpe ratio for the Axis Income Advantage FOFs(Q-IDCW) is 2.80
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Axis Income Advantage FOFs(Q-IDCW)?
The Sortino Ratio for the Axis Income Advantage FOFs(Q-IDCW) is 0.29
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
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Axis Income Advantage FOFs(Q-IDCW) Direct IDCW
IDCW
OtherFoFs (Domestic) - Debt Oriented
Small-size FundAssets Under Mgmt: ₹ 151 Cr
Moderate RiskPrinciple investment will be at moderate risk
11.820.07% (+0.01)
Axis Income Advantage FOFs(Q-IDCW) NAV Price Chart
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OtherFoFs (Domestic) - Debt Oriented
Small-size FundAssets Under Mgmt: ₹ 151 Cr
Moderate RiskPrinciple investment will be at moderate risk
Axis Income Advantage FOFs(Q-IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.23 | — | 2.80 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.25 | 7.14 | 3.23 |
Axis Income Advantage FOFs(Q-IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About FoFs (Domestic) - Debt Oriented
FoFs (Domestic) - Debt Oriented invest majorly invest in debt mutual funds. These funds have more than 65% of total investment corpus in the debt instruments.
Axis Income Advantage FOFs(Q-IDCW) Peers & Comparison
Comparing 3 mutual funds from
OtherFoFs (Domestic) - Debt Oriented
OtherFoFs (Domestic) - Debt Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Income Advantage FOFs(Q-IDCW) | 6.89% | 1.50% | 3.26% |
| BHARAT Bond FOF - April 2030 -(IDCW) | 9.81% | 7.92% | 7.76% |
| Kotak Income Plus Arbitrage FOF(IDCW) | 10.98% | — | 8.55% |
| Bandhan Income Plus Arbitrage FoF(P-IDCW) | 9.25% | 7.13% | 4.28% |
Axis Income Advantage FOFs(Q-IDCW) Returns Comparison
Compare Axis Income Advantage FOFs(Q-IDCW) with any MF, ETF, stock or indexCompare Axis Income Advantage FOFs(Q-IDCW) with any MF, ETF, stock or index
Axis Income Advantage FOFs(Q-IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAxis Income Advantage FOFs(Q-IDCW) Asset Allocation
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Axis Income Advantage FOFs(Q-IDCW) Sector Distribution
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Axis Income Advantage FOFs(Q-IDCW) Sector Weightage
Others
Others as a % of total holdings for last six quarters
Axis Income Advantage FOFs(Q-IDCW) Current Holdings
Others
- ConstituentHolding Weight3M Change
- Kotak Nifty SDL Jul 2033 Index Fund Direct Plan Growth Option3M change : 19.14 %
Holdings
19.14 %
19.14 % - Kotak Equity Arbitrage Fund - Growth - Direct3M change : 18.90 %
Holdings
18.90 %
18.90 % - Bandhan Arbitrage Fund-Direct Plan- Growth3M change : 17.58 %
Holdings
17.58 %
17.58 %
AMC Profile of Axis Income Advantage FOFs(Q-IDCW)
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
72
Total AUM
₹ 3,01,667.19 Cr.
Axis Income Advantage FOFs(Q-IDCW) Fund Manager Profile
Devang Shah
AUM: ₹88,448.35 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹35,573.56 Cr.
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Exp: —
Anagha Darade
AUM: ₹151.49 Cr.
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Exp: —
Karthik Kumar
AUM: ₹12,152.09 Cr.
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Exp: 14yrs
Axis Income Advantage FOFs(Q-IDCW) Manager Performance (0)
Other: FoFs (Domestic) - Debt Oriented
Axis Income Advantage FOFs(Q-IDCW) Tax Implications
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Axis Income Advantage FOFs(Q-IDCW) Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%