How to check the XIRR of Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option?

You can track the exact XIRR and portfolio overlapping of Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Axis Income Plus Arbitrage Passive FoF - Regular Plan - IDCW Option

Q: How to check portfolio overlap for Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option?

Use the MutualSaathi Portfolio Analyzer to compare Axis Income Plus Arbitrage Passive FOF - Regular Plan - IDCW Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

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

FundN/A

Cat. Avg.21.20%

FundN/A

Cat. Avg.17.75%

FundN/A

Cat. Avg.18.40%

FundN/A

Cat. Avg.13.16%

10Y

FundN/A

Cat. Avg.11.26%

Fund3.88%

Cat. Avg.13.59%

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

Tap to expand

Market Cap

No available Data

Tap to expand

Top Sectors

No available Data

Tap to expand

Asset Class

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units	Mutual Fund Units		65.02	62.77%
2	Axis Arbitrage Fund Direct Plan Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		36.85	35.58%
3	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	5.32%	1.82	1.76%
4	Net Receivables / (Payables)	CASH	Others	Others		-0.11	-0.11%

Similar Funds

SBI BSE Sensex ETF

SBI Mutual Fund

Expense Ratio: 0.04

NAV / Fund Size

₹865.21₹1,26,586.67 Cr

Incep: 09-02-2013

Other ETFsVery High RiskOther

-4.04%

-0.76%

5.94%

9.51%

12.17%

Fund Details

SBI BSE Sensex ETF

NAV / Fund Size₹865.21₹1,26,586.67 Cr

Other ETFsVery High RiskOther

-4.04%

-0.76%

5.94%

9.51%

12.17%

Edelweiss Small Cap Fund - Regular Plan - Growth

Edelweiss Mutual Fund

Expense Ratio: 1.81

NAV / Fund Size

₹47.23₹5,429.23 Cr

Incep: 18-01-2019

Small Cap FundVery High RiskEquity

4.24%

5.51%

16.40%

16.85%

23.31%

Fund Details

Edelweiss Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹47.23₹5,429.23 Cr

Small Cap FundVery High RiskEquity

4.24%

5.51%

16.40%

16.85%

23.31%

Axis NIFTY Healthcare ETF

Axis Mutual Fund

Expense Ratio: 0.34

NAV / Fund Size

₹167.84₹20.40 Cr

Incep: 30-04-2021

Other ETFsVery High RiskOther

12.69%

13.03%

21.68%

13.50%

14.36%

Fund Details

Axis NIFTY Healthcare ETF

NAV / Fund Size₹167.84₹20.40 Cr

Other ETFsVery High RiskOther

12.69%

13.03%

21.68%

13.50%

14.36%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Dec, 25	40000	40791	+2.0%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	17 Nov, 25	1 L.	1.04 L.	+3.9%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.