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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 202612.2797
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₹0.03 Cr
Growth of ₹10,000₹10,7802 Sep 2021 to 2 Sep 2026
₹10,793₹10,440₹10,087₹9,734₹9,381Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,780 (+1.5% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised2.31%
3Y annualised3.87%
5Y annualised1.51%

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 ₹1,21,6472.54%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,80,9753.71%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,44,0612.80%

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

Calendar years

Calendar 20215.22%
Calendar 2022-4.97%
Calendar 2023-0.05%
Calendar 20245.30%
Calendar 20254.63%

Rolling returns

Rolling 1Y · average287 windows since 3 Feb 20212.64%
Rolling 1Y · median3.75%
Rolling 1Y · worst window-4.97%
Rolling 1Y · best window10.89%
Rolling 1Y · windows positive72%
Rolling 3Y · average184 windows since 3 Feb 20231.58%
Rolling 3Y · median1.36%
Rolling 3Y · worst window-0.27%
Rolling 3Y · best window4.05%
Rolling 3Y · windows positive91%
Rolling 5Y · average82 windows since 3 Feb 20252.28%
Rolling 5Y · median2.17%
Rolling 5Y · worst window1.53%
Rolling 5Y · best window3.44%
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)2.66%
Downside deviation (3Y)2.28%
Maximum drawdown-2.86%

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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