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Axis Income Plus Arbitrage Passive FOF Standard Growth

GrowthRegular
10.040.02% (+0.00)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

FoFs (Domestic) - Hybrid

Small-size Fund

Assets Under Mgmt: ₹ 138 Cr

Moderately Low Risk

Principle investment will be at moderately low risk

Scorecard

Performance

Low

Hasn’t fared well - amongst the low performers in sub-category

Risk

Low

Stay at ease, amongst the lower risk funds

Cost

Avg

Market standard costs, nothing exciting

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FoFs (Domestic) - Hybrid

Small-size Fund

Assets Under Mgmt: ₹ 138 Cr

Moderately Low Risk

Principle investment will be at moderately low risk

Axis Income Plus Arbitrage Passive FOF Performance & Key Metrics

Axis Income Plus Arbitrage Passive FOF Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
4.64
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.476.801.89

Axis Income Plus Arbitrage Passive FOF Scheme InfoAxis Income Plus Arbitrage Passive FOF Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty 50 Arbitrage - TRI

About FoFs (Domestic) - Hybrid

About FoFs (Domestic) - Hybrid

These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.

Axis Income Plus Arbitrage Passive FOF Portfolio

Axis Income Plus Arbitrage Passive FOF Asset Allocation

Axis Income Plus Arbitrage Passive FOF Asset Allocation

Actual

Target

Nov 2025

ACTUAL
Cash & EquivalentsMutual Funds2.74%97.26%

Nov 2025

Tickertape Separator

Axis Income Plus Arbitrage Passive FOF Sector Distribution

Axis Income Plus Arbitrage Passive FOF Sector Distribution

Investment Banking & BrokerageOthers2.74 %97.26 %

Nov 2025

Tickertape Separator

Axis Income Plus Arbitrage Passive FOF Sector Weightage

Axis Income Plus Arbitrage Passive FOF Sector Weightage

Aug 24Nov 24Feb 25May 25Aug 25Nov 25N/AN/AN/AN/AN/A97.26%
Others as a % of total holdings for last six quarters
Tickertape Separator

Axis Income Plus Arbitrage Passive FOF Current Holdings

Axis Income Plus Arbitrage Passive FOF Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Income Plus Arbitrage Passive FOF

AMC Profile of Axis Income Plus Arbitrage Passive FOF

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.

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

    75

  • Total AUM

    ₹ 3,59,322.80 Cr.

Axis Income Plus Arbitrage Passive FOF Manager Details

Axis Income Plus Arbitrage Passive FOF Manager Details

Axis Income Plus Arbitrage Passive FOF Manager Profile

Axis Income Plus Arbitrage Passive FOF Manager Profile

Devang Shah

AUM:  ₹1,16,537.45 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Aditya Pagaria

AUM:  ₹1,05,530.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Hardik Satra

AUM:  ₹9,034.71 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Karthik Kumar

AUM:  ₹17,646.56 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Axis Income Plus Arbitrage Passive FOF Manager Performance (0)

Axis Income Plus Arbitrage Passive FOF Manager Performance (0)

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Axis Income Plus Arbitrage Passive FOF Tax Implications

Axis Income Plus Arbitrage Passive FOF Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Axis Income Plus Arbitrage Passive FOF?

    The current NAV of Axis Income Plus Arbitrage Passive FOF is ₹10.04, as of 3rd December 2025.

  2. What are the top 5 sectoral holdings of Axis Income Plus Arbitrage Passive FOF?

    The top sectors Axis Income Plus Arbitrage Passive FOF has invested in are as follows:
    • Others | 97.26%
    • Investment Banking & Brokerage | 2.74%
    This data is as on 3rd December 2025.

  3. What are the top 5 holdings of Axis Income Plus Arbitrage Passive FOF?

    The top 5 holdings for Axis Income Plus Arbitrage Passive FOF are as follows:
    • Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund - Direct Plan - Growth Option | 59.48%
    • Axis Arbitrage Fund Direct Plan Growth | 37.78%
    • Clearing Corporation of India Ltd | 2.74%
    • Net Receivables / (Payables) | 0.00%
    This data is as on 3rd December 2025.

  4. What is the asset allocation of Axis Income Plus Arbitrage Passive FOF?

    The asset allocation for Axis Income Plus Arbitrage Passive FOF is as follows:
    • Mutual Funds | 97.26%
    • Cash & Equivalents | 2.74%
    This data is as on 3rd December 2025.

  5. What is the AUM of Axis Income Plus Arbitrage Passive FOF?

    The AUM (i.e. assets under management) of Axis Income Plus Arbitrage Passive FOF is ₹138.14 Cr as of 3rd December 2025.

  6. What is the volatility or standard deviation of Axis Income Plus Arbitrage Passive FOF?

    The volatility or standard deviation for the Axis Income Plus Arbitrage Passive FOF is 0.50

    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.

  7. What is the sharpe ratio of Axis Income Plus Arbitrage Passive FOF?

    The Sharpe ratio for the Axis Income Plus Arbitrage Passive FOF is 4.64

    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.

  8. What is the Sortino ratio of Axis Income Plus Arbitrage Passive FOF?

    The Sortino Ratio for the Axis Income Plus Arbitrage Passive FOF is 1.04

    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.