Axis Income Plus Arbitrage Passive FoF - Direct Plan - IDCW Option
Expense Ratio: 0.03
Risk: Low to Moderate
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: 65% NIFTY Short Duration Debt Index + 35% Nifty 50 Arbitrage TRI
Inception: 28-10-2025
Exit Load: Nil
Fund Size:₹147.43 Cr
Performance
1Y
FundN/A
Cat. Avg.7.15%
2Y
FundN/A
Cat. Avg.15.34%
3Y
FundN/A
Cat. Avg.18.72%
5Y
FundN/A
Cat. Avg.12.38%
10Y
FundN/A
Cat. Avg.11.51%
SI
Fund5.71%
Cat. Avg.12.46%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund - Direct Plan - Growth Option | 65.02 | 62.77% |
| 2 | Axis Arbitrage Fund Direct Plan Growth | 36.85 | 35.58% |
| 3 | Clearing Corporation of India Ltd | 1.82 | 1.76% |
| 4 | Net Receivables / (Payables) | -0.11 | -0.11% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Dec, 25 | 55000 | 56541 | +2.8% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 17 Nov, 25 | 1 L. | 1.06 L. | +5.7% | N/A |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.