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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 202611.7167
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₹0.05 Cr
Growth of ₹10,000₹11,6392 Sep 2021 to 2 Sep 2026
₹11,791₹11,343₹10,895₹10,447₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,639 (+3.1% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised-0.88%
3Y annualised1.81%
5Y annualised3.08%

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 ₹1,21,0981.69%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,66,3521.14%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,35,4502.26%

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

Calendar years

Calendar 20224.02%
Calendar 20237.06%
Calendar 20241.79%
Calendar 20251.03%

Rolling returns

Rolling 1Y · average221 windows since 18 May 20223.24%
Rolling 1Y · median2.94%
Rolling 1Y · worst window-2.06%
Rolling 1Y · best window8.50%
Rolling 1Y · windows positive89%
Rolling 3Y · average118 windows since 24 May 20243.68%
Rolling 3Y · median4.20%
Rolling 3Y · worst window1.44%
Rolling 3Y · best window5.36%
Rolling 3Y · windows positive100%

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

Risk

Volatility (3Y)4.74%
Downside deviation (3Y)4.53%
Maximum drawdown-4.31%

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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