Axis Income Plus Arbitrage Active FoF Monthly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Income Plus Arbitrage Active FoF Monthly IDCW Payout Direct Plan

NAV
₹14.6763
-0.02%
(13 Jun)
AUM
383 Cr
TER
0.05%
Risk
Moderate Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+34.4%
+11.5%
+11.5%
+11.5%
+10.0%
3Y
+22.9%
+24.1%
+24.1%
+24.1%
+8.4%
5Y
+14.3%
+29.4%
+29.4%
+29.4%
+7.2%
ALL
+8.6%
+24.3%
+24.3%
+24.3%
+7.4%
VOL
14.9%
17.5%
17.5%
17.5%
2.1%
TER
0.6%
1.2%
1.2%
1.2%
0.1%
AUM
₹2,152 Cr
₹179 Cr
₹179 Cr
₹179 Cr
₹383 Cr
INFO
0.58
1.39
1.39
1.39
3.56
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Income Plus Arbitrage Active FoF Monthly IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th May
Top holdings
Axis Corporate Bond Dir Gr
24.1%
Nippon India Corporate Bd Dir Gr
17.5%
Aditya BSL Corporate Bond Dir Gr
16.6%
Kotak Equity Arbitrage Dir Gr
15.3%
Bandhan Arbitrage Dir Gr
13.1%
Axis Arbitrage Dir Gr
11.9%
Net Receivables / (Payables)
4.7%
SBI Magnum Constant Mat Dir Gr
2.9%
Bandhan Gov Sec-Constant Mat Dir Gr
2.6%
Clearing Corporation Of India Ltd
0.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
To generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes and arbitrage funds.
Fund manager(s)
Devang Shah
Hardik Shah
Anagha Darade

FAQs