AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H)
Last Updated NAV Date: 06 Aug 2026
3 Year Returns
7.65%
NAV (₹)
12.2374
1 Day NAV Change
-0.01%
No chart data available for this period.
Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 100 |
| AUM | ₹ 2205.60 Cr |
| Expense Ratio | 0.54% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 28 Jan 2020 |
| Fund Age | 6 Yrs |
Exit Load
Nil
Fund’s Investment Objective
To generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds. There can be no assurance that the investment objective of the Scheme will be achieved
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
1 Month Return0.32%
3 Month Return2.07%
6 Month Return3.05%
1 Year Return5.56%
3 Year Return7.65%
5 Year Return6.44%
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: N/A| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 100.00% | ₹ 2,205.603 |
Stock Holdings
Last Updated: 31 Jul 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| AXIS Corporate Bond Fund - Direct (G) | 40.28% | ₹ 888.441 | Mutual Fund Units | |
| AXIS Arbitrage Fund - Direct (G) | 23.70% | ₹ 522.69 | Mutual Fund Units | |
| Nippon India Corporate Bond Fund - Direct (G) | 13.46% | ₹ 296.972 | Mutual Fund Units | |
| Aditya Birla SL Arbitrage Fund - Dir (G) | 11.93% | ₹ 263.189 | Mutual Fund Units | |
| Aditya Birla SL Corporate Bond Fund-Dir (G) | 6.80% | ₹ 150.042 | Mutual Fund Units | |
| Aditya Birla SL Govt Securities Fund-Dir (G) | 2.03% | ₹ 44.788 | Mutual Fund Units | |
| Kotak Arbitrage Fund - Direct (G) | 1.15% | ₹ 25.35 | Mutual Fund Units | |
| C C I | 0.68% | ₹ 14.935 | Debt Others | |
| Net CA & Others | -0.04% | ₹ -0.803 | Debt Others |
Fund Manager Details
Fund Manager - Fixed Income, Axis Asset Management Company Ltd. (October 16, 2012 till date). Fund Manager, ICICI Prudential Asset Management Company Limited (April 2008 - October 2012). Analyst, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008). Assistant Manager, Pricewaterhouse Coopers (2004-2006). B.Com., A.C.A.
Mr. Shah has worked with Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager. Before this, he worked with Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and at Uday Exports Private Limited as Executive-Finance. Overall he has experience of more than 6 years. B-Tech (I.T) & MBA (Finance)
January 06, 2020 - till date Axis Asset Management Company Ltd (Junior Credit Analyst - Fixed Income) September 11, 2013 - January 05, 2020 Axis Asset Management Company Ltd. (Senior Manager - Fund Accounting ) Sept 2010 - Sept 2013 Haribhakti & Co. (Audit & Assurance Services) Jan 2010 - Sept 2010 R.S. Sanghai & Associates (Audit & Assurance Services) B.Com, Chartered Accountan
Risk-O-Meter
Moderately High
Investors understand that their principal will be at moderately High risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
Funds Managed
90
Assets Managed
₹ 3,77,445.09 Cr
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Managing Director
Mr. Gop Kumar Bhaskaran
Chief Executive Officer
Mr. Gop Kumar Bhaskaran
Compliance Officer
Darshan Kapadia
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
You can withdraw your investment from AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) is ₹ 100 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) over the past three years is 7.65%.
The current NAV of AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) is 12.2374.
The Expense ratio of AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) is 0.54%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) fund is ₹ 2205.60 Cr. It represents the total assets held and managed by the fund.
The exit load for AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) is Nil.
The fund managers of the AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) are Devang Shah, Hardik Shah, Anagha Prabhakar Darade. However, with management's discretion, the fund manager could also change during the tenure.
AXIS Income Plus Arbitrage Active FOF - Reg (IDCW-H) was launched on 28 Jan 2020. Since then, the fund has formed an NAV (Net Asset Value) of 12.2374.
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