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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 202613.9324
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₹0.63 Cr
Growth of ₹10,000₹12,2602 Sep 2021 to 2 Sep 2026
₹12,262₹11,658₹11,054₹10,450₹9,847Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,260 (+4.2% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised3.82%
3Y annualised5.43%
5Y annualised4.16%

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 ₹1,22,3143.58%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,87,6204.86%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,78,1724.84%

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

Calendar years

Calendar 20214.86%
Calendar 20221.26%
Calendar 20234.40%
Calendar 20246.67%
Calendar 20255.76%

Rolling returns

Rolling 1Y · average287 windows since 3 Feb 20214.82%
Rolling 1Y · median5.16%
Rolling 1Y · worst window-0.08%
Rolling 1Y · best window11.08%
Rolling 1Y · windows positive100%
Rolling 3Y · average184 windows since 3 Feb 20234.58%
Rolling 3Y · median4.38%
Rolling 3Y · worst window3.11%
Rolling 3Y · best window6.00%
Rolling 3Y · windows positive100%
Rolling 5Y · average82 windows since 3 Feb 20254.70%
Rolling 5Y · median4.71%
Rolling 5Y · worst window4.07%
Rolling 5Y · best window5.92%
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)2.52%
Downside deviation (3Y)2.13%
Maximum drawdown-2.44%

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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