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OmniAsset › Mutual funds › Axis Income Plus Arbitrage Omni FOF

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 202615.7259
CategoryFoF · Domestic
PlanDirect · 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 year0.06%
AUM₹0.08 Cr
Growth of ₹10,000₹13,8032 Sep 2021 to 2 Sep 2026
₹13,803₹12,852₹11,901₹10,950₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,803 (+6.7% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised6.18%
3Y annualised7.82%
5Y annualised6.66%

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 ₹1,23,9276.10%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,02,0687.31%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,21,5797.31%

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

Calendar years

Calendar 20215.23%
Calendar 20223.92%
Calendar 20237.04%
Calendar 20249.08%
Calendar 20258.19%

Rolling returns

Rolling 1Y · average287 windows since 3 Feb 20216.88%
Rolling 1Y · median7.07%
Rolling 1Y · worst window2.55%
Rolling 1Y · best window11.13%
Rolling 1Y · windows positive100%
Rolling 3Y · average184 windows since 3 Feb 20236.86%
Rolling 3Y · median6.60%
Rolling 3Y · worst window5.13%
Rolling 3Y · best window8.47%
Rolling 3Y · windows positive100%
Rolling 5Y · average82 windows since 3 Feb 20256.87%
Rolling 5Y · median6.81%
Rolling 5Y · worst window6.56%
Rolling 5Y · best window7.53%
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)1.00%
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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