Axis Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹15.63
03 Jul 2026
NAV
6.8%
3Y CAGR
6.9%
5Y CAGR
6.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.65
Sharpe
-2.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.37 L | 6.9% | 0.6% | 12.6% |
| 3 Years | ₹36.00 L | ₹40.07 L | 7.1% | 4.9% | 9.3% |
| 5 Years | ₹60.00 L | ₹72.04 L | 7.4% | 6.7% | 7.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 6.9% | 14.5% | 22.8% | -7.6% |
| 3 Years | 7.1% | 11.2% | 20.0% | -4.0% |
| 5 Years | 7.4% | 10.4% | 13.3% | -3.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.9% | 7.2% | 2.5% | 11.1% | 0.21 | 0.33 | 100% | — | — |
| 3 Years | 6.8% | 6.6% | 5.1% | 8.5% | 0.30 | 0.61 | 100% | — | — |
| 5 Years | 6.9% | 6.8% | 6.5% | 7.5% | 1.65 | — | 100% | — | — |
-2.7%
Max Drawdown
0 mo
Drawdown Duration
1 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
2.52
1Y
2.48
3Y
2.50
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.43 | 0.02 | 5.0% | -3.2% | 6.0% | -1.6% |
| 3 Years | +1.37 | 0.03 | 7.6% | -3.0% | 7.9% | 7.3% |
| 5 Years | +0.20 | 0.02 | 6.1% | -2.3% | 6.8% | 8.9% |
| 7 Years | +0.00 | 0.02 | 5.4% | -2.1% | 6.6% | 11.1% |
| 10 Years | -1.96 | 0.02 | 5.4% | -2.1% | 4.6% | 7.6% |
| 12 Years | -2.72 | 0.02 | 5.4% | -2.1% | 3.8% | 6.3% |
| 15 Years | -3.45 | 0.02 | 5.4% | -2.1% | 3.0% | 5.0% |