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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Income Plus Arbitrage Active FoF - Direct Plan
|
Moderate
|
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0.06 |
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|
Moderate
|
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0.07 |
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|
Low to Moderate
|
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0.03 |
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|
Moderate
|
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0.07 |
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|
Low to Moderate
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0.11 |
₹2,092 Cr
--
100
--
100
6
About Axis Income Plus Arbitrage Active FoF - Direct Plan
Axis Income Plus Arbitrage Active FoF - Direct Plan is a hybrid mutual fund scheme of Axis Mutual Fund. Launched on January 28, 2020, it is currently managed by Devang Shah, Hardik Shah, Karthik Kumar and Anagha Darade. The fund has an expense ratio of 0.06% with an overall AUM (Assets Under Management) of ₹2,092 Cr.
The scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds.
Suitability
Income plus Arbitrage funds are suitable for:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Income Plus Arbitrage Active FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Income Plus Arbitrage Active FoF - Direct Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Income Plus Arbitrage Active FoF - Direct Plan, is ₹15.2634 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Axis Corporate Bond Direct-G |
38.99
|
|
Bandhan Short Duration Direct-G |
9.38
|
|
Nippon India Corporate Bond Direct-G |
8.04
|
|
Axis Gilt Direct-G |
2.81
|
|
ICICI Pru Gilt Direct-G |
1.92
|
Over the past five years, Axis Income Plus Arbitrage Active FoF - Direct Plan has delivered an annualised return of 6.86% as of 19-Mar-2026.
The minimum investment required to start investing in Axis Income Plus Arbitrage Active FoF - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.