Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 05-01-2020 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Composite Debt Index |
| TER: 0.45% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 203.05 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/switched-out within 3 months from the date of allotment: For 10% of investment: Nil on FIFO Basis, For remaining investment: 0.5%. If redeemed/switched out after 3 months from the date of allotment: Nil w.e.f., 29/07/2024. Previous If redeemed/switched-out within 12 months from the date of allotment: For 10% of investment: Nil on FIFO Basis. For remaining investment: 1%. If redeemed/switched out after 12 months from the date of allotment: Nil w.e.f., 29/01/2020. |
14.3625
0.01 (0.0731%)
7.07%
Benchmark: 7.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.65 |
| Sharpe Ratio | 0.07 |
| Alpha | 0.16 |
| Beta | 0.83 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 9.99 | 8.37 | 7.89 | 6.97 | - |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 11.06 | 12.97 | 11.99 | 13.21 | 8.7 |
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 10.02 | 8.77 | - | - | - |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.21 | 7.96 | 7.39 | 6.5 | 7.02 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 8.89 | 7.65 | 7.18 | 6.15 | 7.18 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 8.83 | 11.86 | 10.76 | 9.74 | 6.99 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 7.94 | 8.13 | 7.78 | 7.56 | 6.44 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 5.47 | 14.22 | 15.31 | 18.69 | 10.99 |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.98%
