Axis Income Plus Arbitrage Passive FoF - Regular Plan - IDCW Option
Expense Ratio: 0.38
Risk: Low to Moderate
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: 65% NIFTY Short Duration Debt Index + 35% Nifty 50 Arbitrage TRI
Inception: 28-10-2025
Exit Load: Nil
Fund Size:₹147.43 Cr
Performance
1Y
FundN/A
Cat. Avg.21.18%
2Y
FundN/A
Cat. Avg.16.73%
3Y
FundN/A
Cat. Avg.18.54%
5Y
FundN/A
Cat. Avg.13.04%
10Y
FundN/A
Cat. Avg.11.24%
SI
Fund3.79%
Cat. Avg.13.65%
Fund Facts
Manager(s)
Mr. Hardik Satra
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund - Direct Plan - Growth Option | 117.13 | 60.11% |
| 2 | Axis Arbitrage Fund Direct Plan Growth | 70.64 | 36.25% |
| 3 | Net Receivables / (Payables) | 6.09 | 3.13% |
| 4 | Clearing Corporation of India Ltd | 1.00 | 0.52% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Dec, 25 | 40000 | 40754 | +1.9% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 17 Nov, 25 | 1 L. | 1.04 L. | +3.8% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.