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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 202614.2311
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₹0.40 Cr
Growth of ₹10,000₹12,4922 Sep 2021 to 2 Sep 2026
₹12,492₹11,838₹11,184₹10,530₹9,876Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,492 (+4.6% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised4.29%
3Y annualised5.80%
5Y annualised4.55%

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 ₹1,22,6274.07%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,90,0665.28%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,84,9325.24%

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

Calendar years

Calendar 20215.23%
Calendar 20221.68%
Calendar 20234.79%
Calendar 20246.91%
Calendar 20256.18%

Rolling returns

Rolling 1Y · average287 windows since 3 Feb 20215.19%
Rolling 1Y · median5.51%
Rolling 1Y · worst window0.34%
Rolling 1Y · best window10.90%
Rolling 1Y · windows positive100%
Rolling 3Y · average184 windows since 3 Feb 20234.94%
Rolling 3Y · median4.74%
Rolling 3Y · worst window3.49%
Rolling 3Y · best window6.32%
Rolling 3Y · windows positive100%
Rolling 5Y · average82 windows since 3 Feb 20255.07%
Rolling 5Y · median5.08%
Rolling 5Y · worst window4.45%
Rolling 5Y · best window6.17%
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)2.50%
Downside deviation (3Y)2.11%
Maximum drawdown-2.43%

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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