Sharpe ratio
0.25Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+5.40%1Y Absolute Return
-0.06%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Income Plus Arbitrage Active FOF - Direct Plan - Growth OptionFund 5Y annualised return | ₹8,60,380 | ₹7,32,612 | ₹1,27,768 | +6.66% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.07
₹1 Lakh since launch₹1.07 Lakh
Fund age6.8 yrs
Fund information
Scheme code147889
ISININF846K01U09
BenchmarkNIFTY Composite Debt Index
CategoryOther Scheme - FoF Domestic
Expense ratio0.06%
Exit loadNil
Minimum SIP₹100 SIP
Return comparison
73rd / 286 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +7.02% | — | — |
| 3M | +3.35% | — | — |
| 6M | +6.37% | — | — |
| 1Y | +5.40% | — | +3.60% |
| 3Y | +7.84% | — | +12.46% |
| 5Y | +6.66% | — | +9.17% |
| Since Launch | +7.01% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.41Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
0.99%How much the fund’s returns fluctuate over time.
Low volatility
Returns have been relatively stable.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
2.55How well the fund rewarded investors relative to its biggest decline.
Excellent
Excellent balance between returns and drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Debt73.29%
Hedged Equity26.48%
Cash0.39%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
8 of 9 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Axis Corporate Bond Fund Direct-Growth | Unspecified | Mutual Fund | 41.56% |
| Axis Enhanced Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 25.29% |
| Reliance Medium Term Fund Direct-Growth | Unspecified | Mutual Fund | 16.69% |
| Birla Sun Life Enhanced Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 11.09% |
| Kotak Corporate Bond Fund Direct-Growth | Unspecified | Mutual Fund | 3.07% |
| Others CBLO | Unspecified | CBLO | 1.39% |
| Kotak Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 1.18% |
| Axis Gilt Fund Direct Plan-Growth | Unspecified | Mutual Fund | 0.96% |
Fund management
HA
Hardik Shah
Since 2024 · Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Mr. Shah has done B.E. Information Technology and MBA Finance.
AN
Anagha Darade
Since 2024 · Prior to joining Axis Mutual Fund, she has worked with Haribhakti & Co. and R.S. Sanghai & Associates
Ms. Darade has done B.Com and CA
DE
Devang Shah
Since 2023 · Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Mr. Shah is B.Com and ACA.
Compare similar funds
No comparable category funds are available yet.
Summary
A moderate-risk other scheme - fof domestic fund. Losses and swings stayed contained — worst fall -2.8%, volatility 1.0%. Trailing its category average over 3Y by 4.6 points.
Strengths
- Losses and swings stayed contained — worst fall -2.8%, volatility 1.0%.
- Recovered from its worst fall in 1 months.
Weaknesses
- Trailing its category average over 3Y by 4.6 points.
- Top 10 holdings make up 101% — a handful of stocks can swing returns sharply.
Ideal investor
- Needs a 3+ years horizon to ride out its moderate risk level.
Risk drivers
- Top 10 holdings = 101% of the portfolio.
- Unspecified makes up 100% — trouble in that sector hits the whole fund.