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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 202611.4251
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₹2.02 Cr
Growth of ₹10,000₹10,0792 Sep 2021 to 2 Sep 2026
₹10,149₹9,977₹9,806₹9,634₹9,463Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,079 (+0.2% a year) Axis Income Plus Arbitrage Omni FOF

Performance (trailing, annualised)

1Y annualised0.29%
3Y annualised1.39%
5Y annualised0.16%

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 ₹1,20,6631.02%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,68,7251.56%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,15,0210.97%

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

Calendar years

Calendar 20214.86%
Calendar 2022-4.98%
Calendar 2023-1.34%
Calendar 20243.11%
Calendar 20252.25%

Rolling returns

Rolling 1Y · average287 windows since 3 Feb 20211.48%
Rolling 1Y · median1.59%
Rolling 1Y · worst window-4.98%
Rolling 1Y · best window10.56%
Rolling 1Y · windows positive62%
Rolling 3Y · average184 windows since 3 Feb 20230.57%
Rolling 3Y · median0.77%
Rolling 3Y · worst window-1.26%
Rolling 3Y · best window3.62%
Rolling 3Y · windows positive65%
Rolling 5Y · average82 windows since 3 Feb 20251.16%
Rolling 5Y · median1.04%
Rolling 5Y · worst window0.18%
Rolling 5Y · best window2.61%
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)3.41%
Downside deviation (3Y)3.12%
Maximum drawdown-2.59%

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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