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Axis Income Plus Arbitrage Omni FOF

FoF · Domestic fund benchmarked to 65% NIFTY Composite Debt Index +35% Nifty 50 Arbitrage TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202615.3789
CategoryFoF · Domestic
PlanRegular · Idcw
Launched10 Jan 2020
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-165% NIFTY Composite Debt Index +35% Nifty 50 Arbitrage TRI
Expense ratiodirect plan, a year0.54%
AUM₹0.10 Cr
Growth of ₹10,000₹13,5682 Sep 2021 to 2 Sep 2026
₹13,570₹12,677₹11,785₹10,892₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,568 (+6.3% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised5.76%
3Y annualised7.48%
5Y annualised6.29%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,6545.67%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,8356.93%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,15,0896.95%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20214.86%
Calendar 20223.50%
Calendar 20236.66%
Calendar 20248.86%
Calendar 20257.81%

Rolling returns

Rolling 1Y · average287 windows since 3 Feb 20216.53%
Rolling 1Y · median6.69%
Rolling 1Y · worst window2.14%
Rolling 1Y · best window10.82%
Rolling 1Y · windows positive100%
Rolling 3Y · average184 windows since 3 Feb 20236.50%
Rolling 3Y · median6.26%
Rolling 3Y · worst window4.74%
Rolling 3Y · best window8.14%
Rolling 3Y · windows positive100%
Rolling 5Y · average82 windows since 3 Feb 20256.51%
Rolling 5Y · median6.45%
Rolling 5Y · worst window6.20%
Rolling 5Y · best window7.18%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)1.65%
Downside deviation (3Y)1.01%
Maximum drawdown-0.81%

Management

Fund managerMr. Devang Shah, Mr. Hardik Shah, Ms. Anagha Darade
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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